Business Development Associate

MayTech Global Investments; Boca Raton (FL); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Competitive salary

401(k)

Health insurance

Paid time off

Mentorship from senior leaders

Career growth opportunities

Job summary

MayTech Global Investments is seeking a Business Development Associate to support the Head of Distribution and Regional Sales Managers in expanding the client base across intermediary, institutional, and independent channels.

You will drive proactive outbound prospecting, schedule qualified meetings, and develop a robust pipeline to grow assets under management (AUM). This role suits a motivated, competitive individual who thrives on building relationships and delivering results.

Qualifications

• Bachelor's degree in Finance, Business, Economics, or related field.
• 1+ years in financial services, sales, or business development.
• Strong communication, relationship-building, and presentation skills.
• FINRA licenses (Series 7 & 63) or willingness to obtain preferred.

Responsibilities

• Conduct high-volume outbound calls to financial advisors and institutions.
• Schedule qualified meetings for Head of Distribution and Regional Sales Managers.
• Develop and maintain a strong pipeline of prospective clients.
• Track activity, meetings, and opportunities within the CRM.
• Contribute to long-term AUM growth through BD efforts.

Skills

Outbound prospecting

Relationship-building

Presentation skills

CRM usage

Education

Bachelor's degree in Finance, Business, Economics, or related field

Tools

CRM software

Sales outreach tools

Job description

MayTech Global Investments is an independent, employee-owned investment firm specializing in global growth portfolios for institutional and individual clients. Our collaborative, research-driven culture is built on disciplined investing, intellectual curiosity, and long-term relationships.

Role Description

The Business Development Associate works directly with the Head of Distribution and Regional Sales Managers to expand MayTech's client base across intermediary, institutional, and independent channels. The primary focus of the role is proactive outbound prospecting, scheduling qualified meetings, and helping grow assets under management (AUM). This position is ideal for a motivated, competitive individual who enjoys building relationships and driving results.

Responsibilities

• Conduct high-volume outbound calls and outreach to financial advisors and institutions
• Schedule qualified meetings for the Head of Distribution and Regional Sales Managers
• Develop and maintain a strong pipeline of prospective clients
• Track activity, meetings, and opportunities within the firm's CRM
• Contribute to the firm's long-term AUM growth through consistent business development efforts

Qualifications

• Bachelor's degree in Finance, Business, Economics, or a related field
• 1+ years of experience in financial services, sales, or business development preferred
• Strong communication, relationship-building, and presentation skills
• Highly motivated, organized, and results-oriented
• FINRA licenses (Series 7 & 63) or willingness to obtain preferred

Performance Measures

• Outbound call activity
• Advisor and prospect engagement
• Contribution to firm AUM growth

Why Join MayTech?

• Competitive salary, bonus, and benefits
• 401(k), paid time off, and health insurance
• Direct mentorship from senior distribution leaders
• Opportunity to build relationships with leading financial advisors and institutions
• Collaborative, entrepreneurial culture with significant career growth opportunities