Outreach-Focused Financial Services Associate (Remote)

NewEdge Capital Group; New Orleans (LA); Hybrid; USD 45,000 - 65,000; Full time

Job summary

NewEdge Capital Group in New Orleans, LA is expanding its Business Development team. We are seeking a relationship-builder who thrives on the phone, to introduce the firm's value proposition to independent RIAs and warm leads for the Business Development Director.

This role suits someone early in financial services, comfortable with high-volume outreach, and eager to gain exposure to M&A trends in the RIA space while pursuing securities licensing.

Qualifications

• Bachelor’s degree in business, finance, or related field, or equivalent experience.
• Experience in sales or business development preferred; cold-calling a plus.
• Excellent verbal and written communication skills and high-volume outreach ability.
• Must obtain the SIE exam within 60 days and Series 7/66 within six months of employment.

Responsibilities

• Spend at least 75% of time each week on outbound calls and emails to financial advisors, educating them on the benefits of an RIA relationship and affiliation with NewEdge Capital Group; introduce the Business Development Director and schedule follow-up meetings.
• Build and maintain a network of financial advisor relationships via LinkedIn and other professional platforms.
• Attend local industry events and conferences to network and promote NewEdge Capital Group.
• Develop and maintain a working understanding of NewEdge Capital Group’s various business units.
• Support the Managing Director of Business Development and Internal Regional Directors with follow-up, task management, conference calls, marketing materials, and required onboarding documentation.
• Maintain Salesforce and related databases by entering information, uploading documents, and using drop-down menus for recruiting-related tasks.
• Maintain current knowledge of M&A activity in the financial services industry.
• Maintain current knowledge of industry trends and developments affecting financial advisors and RIAs.
• Generate ideas for outbound marketing campaigns targeting financial advisors.
• Attend all Business Development team calls.
• Perform additional duties as assigned.

Skills

Outbound sales

Relationship building

Phone-based outreach

Verbal communication

Cross-functional collaboration

Education

Bachelor’s degree in business, finance, or related field

Tools

Salesforce

Microsoft Excel

PowerPoint

Job description

NewEdge Capital Group in New Orleans, LA is expanding its Business Development team. We are seeking a relationship-builder who thrives on the phone, to introduce the firm's value proposition to independent RIAs and warm leads for the Business Development Director.

This role suits someone early in financial services, comfortable with high-volume outreach, and eager to gain exposure to M&A trends in the RIA space while pursuing securities licensing.