Business Development Representative

Cobalt Summit; 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, a leading financial services firm specializing in investment management and financial planning, is hiring a Business Development Representative in Miami, FL. This full-time role offers competitive compensation and benefits.

As a Business Development Representative, you'll identify and pursue new business opportunities. Your tasks include conducting market research, reaching out to potential clients, and developing customized investment strategies. You'll also maintain and grow relationships with existing clients.

You'll work in our Miami office, collaborating with financial advisors and investment professionals. Miami, FL, is a vibrant city with a thriving business community, ideal for this role.

The annual salary range for this position is between $80,000 and $110,742, with benefits not yet detailed. Candidates should be prepared to handle a variety of tasks, including data analysis, report generation, and client communication, using tools such as Excel, SQL, and CRM software. The workplace is typically an office environment, requiring a bachelor's degree in a related field and at least three years of relevant experience. Additional requirements may include proficiency in project management and familiarity with industry-specific regulations.

To succeed, you should have a strong understanding of the financial services industry, a proven track record in business development, and the ability to communicate and build client relationships. A bachelor's degree in a related field is required.

Key Responsibilities and Requirements

• Identifying and pursuing new business opportunities


• conducting market research


• developing customized investment strategies


• maintaining and growing client relationshipsStrong understanding of the financial services industry


• proven track record in business development


• effective communication and relationship-building skills


• ability to work independently and as part of a team


• bachelor's degree in a related field