Growth-Focused Business Development Associate | Client Outreach

IEQ Capital; Foster City (CA); On-site; USD 70,000 - 105,000; Full time

Job summary

IEQ Capital is seeking a Business Development Associate to support IEQ Advisors in sourcing new business and managing growth pipelines. You will track liquidity events, qualify prospects, and help keep opportunity data current.

You will learn IEQ's investment philosophy while collaborating with senior leadership, and contribute to outreach campaigns using firm tools to identify high-value opportunities.

Qualifications

• 1-2+ years of relevant work experience preferred.
• Candidate must thrive in and be able to keep up with a dynamic, fast paced environment.
• High-level of integrity and humility.
• Must be able to think critically, effectively, anticipate needs and be a natural problem-solver.
• Excellent written and verbal communication skills.
• Experience owning projects & initiatives while delegating responsibilities as needed.
• Must have high attention to detail in all aspects of the role, work quickly and accurately.
• Must be self-directed and able to work with individuals at all levels, including executive management.
• Background in financial services/wealth management industry preferred
• Experience with Microsoft Office Suite and Salesforce preferred

Responsibilities

• Partner with specific IEQ Advisors on an ongoing basis to manage growth pipelines, spur proactive activity, and ensure consistent and prompt follow-up on all open new business opportunities.
• Regularly monitor deal activity/liquidity events across the United States to surface potential prospects.
• Identify trending companies and potentially qualified individuals associated with those companies for IEQ advisors to pursue.
• Utilize firm technology to structure and execute broad outreach campaigns to generate connectivity with potential prospects.
• Build analytics to identify future high-value opportunities through research.
• Develop an understanding of IEQs investment philosophy and broader spectrum of service offerings.

Skills

Communication skills

Critical thinking

Problem solving

Project ownership

Self-motivation

Attention to detail

Tools

Microsoft Office Suite

Salesforce

Job description

IEQ Capital is seeking a Business Development Associate to support IEQ Advisors in sourcing new business and managing growth pipelines. You will track liquidity events, qualify prospects, and help keep opportunity data current.

You will learn IEQ's investment philosophy while collaborating with senior leadership, and contribute to outreach campaigns using firm tools to identify high-value opportunities.