Business Development Pro- Financial Services & Client Growth

GetJobSmart; Miami (FL); On-site; USD 80,000 - 111,000; Full time

Job summary

Cobalt Summit in Miami, FL is seeking a Business Development Representative to identify and pursue new business opportunities within the financial services sector. The role requires conducting market research, developing customized investment strategies, and maintaining strong client relationships.

You will work in our Miami office with a focus on data-driven outreach, reporting, and collaboration with advisors. A bachelor's degree and at least three years of experience are expected.

Qualifications

• Bachelor's degree in a related field is required.
• 3+ years of relevant experience preferred.
• Proficiency with Excel, SQL, and CRM software is expected.

Responsibilities

• Identifying and pursuing new business opportunities.
• Conducting market research.
• Developing customized investment strategies.
• Maintaining and growing client relationships.

Skills

Market research

Client communication

Relationship building

Data analysis

Report generation

Teamwork

Education

Bachelor's degree in a related field

Tools

Excel

SQL

CRM software

Job description

Cobalt Summit in Miami, FL is seeking a Business Development Representative to identify and pursue new business opportunities within the financial services sector. The role requires conducting market research, developing customized investment strategies, and maintaining strong client relationships.

You will work in our Miami office with a focus on data-driven outreach, reporting, and collaboration with advisors. A bachelor's degree and at least three years of experience are expected.