Institutional BD Associate — FinTech & Quant Investing

Isam Securities; Boca Raton (FL); On-site; USD 55,000 - 90,000; Full time

Job summary

iSAM Securities in Florida is seeking a Business Development Associate to support institutional client relations and growth initiatives. The role offers a path to a full BD role and requires a proactive self-starter with sales instincts and a strong interest in institutional investor expectations.

Responsibilities include market research, preparing sales materials, coordinating client roadshows, CRM data upkeep, and collaboration with internal teams to deliver high-quality service.

Qualifications

• 2–3 years work experience at a reputable financial institution.
• Degree educated in a relevant field.
• Strong desire to move into a business development/sales role.

Responsibilities

• Conduct company and industry research for business development activities.
• Prepare sales materials including presentations and monthly reporting.
• Assist in client roadshows and CRM data maintenance.
• Coordinate daily client relations tasks with internal teams.
• Support investor reporting materials and ensure accuracy.
• Help manage subscription and redemption information communications.

Skills

CRM systems

Sales support

Research analytics

Education

Bachelor's degree in a relevant field

Tools

CRM systems

Job description

iSAM Securities in Florida is seeking a Business Development Associate to support institutional client relations and growth initiatives. The role offers a path to a full BD role and requires a proactive self-starter with sales instincts and a strong interest in institutional investor expectations.

Responsibilities include market research, preparing sales materials, coordinating client roadshows, CRM data upkeep, and collaboration with internal teams to deliver high-quality service.