Business Development Executive

NorthStar Capital Inc; United States; Hybrid; USD 42,000 - 70,000; Full time

Job summary

NorthStar Capital Inc. is seeking a proactive Business Development Representative to expand our network of prospective clients and strategic relationships. This role focuses on outbound prospecting, qualifying opportunities, and setting appointments for our investment professionals.

You will engage with business owners, executives, and professionals, build a robust pipeline, and contribute to revenue growth through disciplined prospecting and effective communication.

Qualifications

• High outbound prospecting/lead generation aptitude.
• Comfortable speaking with senior professionals and business owners.
• Organized and able to manage a high volume of prospects.
• Excellent communication and relationship-building skills.
• Prior financial-services experience preferred but not required.

Responsibilities

• Identify and research prospective clients through outbound prospecting and multiple channels.
• Build and maintain a pipeline of qualified prospects.
• Make outbound calls and email outreach to prospective clients.
• Introduce NorthStar Capital and identify potential areas of interest.
• Qualify prospects based on needs and fit; schedule qualified appointments.
• Maintain accurate prospect and appointment information in the firm's CRM.
• Follow up with prospects and develop referral sources.
• Collaborate with the team to refine prospecting strategies and messaging.

Job description

Business Development Representative at NorthStar Capital

Location: Remote or Hybrid

Employment Type: Full-Time or Part-Time

About NorthStar Capital

NorthStar Capital is a private investment management and advisory firm serving individuals, families, business owners, and institutions. The firm provides investment management, wealth management, financial planning, business advisory, retirement planning, and access to alternative investment opportunities.

We are looking for a motivated Business Development Representative to help expand NorthStar Capital's network of prospective clients and strategic relationships.

The Role

The Business Development Representative will be responsible for identifying prospective clients, initiating conversations, qualifying opportunities, and setting appointments for NorthStar Capital's investment professionals.

This is a prospecting and appointment-setting role. The successful candidate will be comfortable speaking with business owners, executives, professionals, high-net-worth individuals, and other prospective clients. You will play an important role in building NorthStar Capital's pipeline and creating new business opportunities.

Key Responsibilities

• Identify and research prospective clients through outbound prospecting, networking, referrals, LinkedIn, email, phone, and other channels
• Build and maintain a consistent pipeline of qualified prospects
• Make outbound calls and conduct email outreach to prospective clients
• Introduce NorthStar Capital and identify potential areas of interest
• Qualify prospects based on their needs, circumstances, and potential fit
• Schedule qualified appointments with NorthStar Capital advisors and investment professionals
• Maintain accurate prospect and appointment information in the firm's CRM
• Follow up consistently with prospects who have expressed interest
• Develop relationships with business owners, executives, professionals, and other potential referral sources
• Assist with networking events, educational events, and other business-development initiatives
• Track outreach activity, appointments, and conversion metrics
• Collaborate with NorthStar's team to improve prospecting strategies and messaging

Ideal Candidate

We are looking for someone who is:

• Highly motivated and comfortable with outbound sales
• Confident speaking with senior professionals and business owners
• Professional, articulate, and personable
• Persistent without being overly aggressive
• Organized and capable of managing a high volume of prospects
• Comfortable making cold calls and sending outbound emails
• Goal-oriented and motivated by measurable results
• Able to work independently while collaborating with a broader team
• Comfortable representing a professional investment management firm

Prior financial-services experience is preferred but certainly not required. Candidates with backgrounds in business development, sales, recruiting, real estate, insurance, financial services, or other relationship-driven industries are strongly encouraged to apply.

This position provides exposure to the business-development side of wealth management and financial planning, including:

• Prospecting and client acquisition
• High-net-worth and business-owner relationships
• Client relationship management
• Professional networking

The position can provide an opportunity for advancement within NorthStar Capital for individuals who demonstrate strong performance and an ability to develop meaningful client relationships.

Performance-Based Compensation

Compensation will be structured to reward qualified appointments, business-development performance, and successful client acquisition. Additional compensation opportunities may be available based on individual performance and the responsibilities of the role.

Performance Expectations

The successful candidate will be expected to consistently:

• Generate new prospect leads
• Conduct meaningful outbound conversations
• Maintain an active prospect pipeline
• Follow up with prospects
• Develop referral and networking relationships
• Contribute to the firm's overall business-development efforts

This is a results-oriented position with clear activity and appointment-setting expectations.