Business Development Analyst - Boston, MA
Business Development Analyst - Boston, MA
Regular Full Time
Boston, MA, US or
Raleigh, NC, US
WHO are we looking for?
The Advisor Group is in search of a Business Development Analyst to help support the organic growth of the wealth management business for this rapidly growing and collaborative organization. The Business Analyst will engage with financial advisors, internal and external partners in wealth management, to support opportunities that generate new revenue, improve client retention, and further other business interests.
The Business Development Analyst will work closely with internal and external partners to develop and deepen relationships in support of the organic growth initiatives established by the firm. Strong relationship management, project management, and technical knowledge will be essential to success in this role. The Analyst will be expected to be an active collaborator with advisors and the leadership team to find creative solutions as we work to achieve our goals.
The position will play a key role in CAPTRUST’s Advisor Group, reporting to the Head of Wealth Management Consulting.
Job Responsibilities:
CAPTRUST internal referral programs (Bridge): project management, sales support, sales reporting, and lead flow administration
External referral program management with well-known custodians: relationship management, sales support, lead flow administration
Advisor development programs: coordination and support for ongoing sales training and advisor development initiatives
Sales reporting and analytics: utilize MS PowerBI tools to support the leadership team with practice management at the firm and local level
Advisor support: assist advisors with sales support related needs at the direction of the wealth management leadership team
Minimum Qualifications:
3 to 5 years of relevant financial services industry
Prior experience in a relationship manager, business development, or sales support role
Solid understanding of the wealth management and retirement plan consulting space
High degree of proficiency in Microsoft products, including Word, Excel, PowerPoint, Dynamics 365, and Teams
Familiarity with Fidelity, Schwab, Smart Asset, and TDA platforms preferred
Desired Qualifications/Skills:
Critical thinking to uncover strategic opportunities to engage business partners
Self-starter with the ability to work independently and within a collaborative environment
Ability to work autonomously to build relationships in an entrepreneurial environment
An individual that can be coached and has a desire to learn
Ability to maintain a high level of professionalism
Excellent interpersonal and written communication skills
Works well in deadline-driven environment and stressful situations
Ability to work on multiple projects with simultaneous deadlines
Maintains an extreme attention to detail, organized, and accountable
WHAT can you expect from your career at CAPTRUST?
Our colleagues, like our clients, tend to stay with CAPTRUST for years. There’s a reason for it; it’s a great culture in which 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. Some benefits include:
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?
One Liberty Square 13th Fl | Boston, MA 02109
OR
4208 Six Forks Rd #1700 | Raleigh, NC 27609
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 passion to continuously improve. Simply put: the difference at CAPTRUST is the quality of our people and 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.