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    Business Development Consultant - Cleveland, United States - CAPTRUST

    CAPTRUST
    CAPTRUST Cleveland, United States

    3 weeks ago

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    Description
    WHO are we looking for?

    An enthusiastic and motivated Part-Time Business Development Consultant to join our team. This role involves servicing existing clients while also assisting in the acquisition of new clients for our firm. As a key member of our business development team, you will have the opportunity to contribute to our growth strategy. If you're passionate about business development and eager to kick-start your career in a dynamic environment, we encourage you to apply and become a valuable part of our team.

    Responsibilities

    • Search, solicit, and develop for new institutional business primarily via cold calling
    • Manage the sales funnel, facilitate participant education meetings, and manage small client visits
    • Build relationships with clients and financial advisor team
    • Deliver the highest level of service to the Financial Advisors book of business
    • Learn and become proficient in the different business lines offered by CAPTRUST
    • Travel is required

    Qualifications

    Minimum Qualifications:
    • 6+ years experience in Financial Services
    • Four-year college degree in business, preferably with an emphasis in Finance or Accounting

    Desired Qualifications/Skills

    • Series 65, Accredited Investment Fiduciary (AIF), and/or Certified Plan Fiduciary Advisor (CPFA) a plus
    • Experience in cold calling
    • History of leading client presentations and public speaking
    • Experience dealing with clients in high pressured situations and ability to discuss complex topics with high level committee members
    • Excellent communication and presentation skills, ability to communicate information to a technical audience
    • Prioritization skills, multi-task skills, able to manage many time-sensitive tasks simultaneously
    • Strong proficiency with Microsoft office products

    WHAT can you expect from your career at CAPTRUST?

    Our colleagues, like our clients, tend to stay with CAPTRUST for years. Theres a reason for it; its a great place to work and grow. We all work together, each of us motivating those around us with our commitment to high standards. At CAPTRUST, expect a fully stocked break room, fun employee events, and a quality team surrounding you with opportunities for personal growth.

    Our Employee Benefits Package shows how much we value our team.
    • Employee ownership opportunities
    • Brick Bonus success sharing program
    • Comprehensive health coverage + Virgin Pulse wellness platform
    • 401(k) program with a 5% employer match + financial planning for colleagues

    WHERE will you be working?

    Remote or Any CAPTRUST Office Location

    HOW do we build a world class organization one brick at a time?

    We make it a priority to hire those who have a commitment to service, a real interest in other people, and a burning need to improve continuously. Simply put: the difference at CAPTRUST is the quality of our people and the depth of our bench. If you are ready to make your mark, we want to talk to you.

    Are you the next brick?

    To get it done the CAPTRUST Way, an individual should exhibit the following characteristics:
    • Ability to build successful, collaborative, and trusting relationships
    • Instinctive aptitude for consistently creating accurate, concise, respectful, and easy-to-understand verbal and written communications conveying complex information
    • A strong sense of urgency about getting work done and solving problems to achieve results that benefit our clients and colleagues, even when faced with challenges
    • Inherent desire to give back to our communities and enrich the lives of those around us
    • An other-centered mindset
    • Integrity through maintaining objectivity

    EEO/Diversity Statement

    At CAPTRUST, we are committed to building and maintaining a diverse workforce and inclusive work environment where ALL colleagues feel authentically seen, respected, and supported.

    CAPTRUST is committed to providing employment opportunities without regard to race, color, age, sex, sexual orientation, familial status, religious creed, national origin, ancestry, medical condition, marital status and registered domestic partner status, citizenship status, military and veteran status, disability, protected medical condition, genetic information, or any other status protected by law. CAPTRUST makes all employment decisions without regard to these protected statuses and does not tolerate harassment or discrimination.
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