Supervisor, Business Development Support

HedgeServ; Dallas (TX); On-site; USD 60,000 - 80,000; Full time

Job summary

The HedgeServ team in Dallas is hiring for a Business Development Support role, responsible for facilitating agreement processes and client engagement globally. You will prepare analyses and proposals, and manage a significant volume of client agreements while working closely with senior management.

The ideal candidate should have a Bachelor’s degree, 3-6 years in financial services, and strong organizational skills. Proficiency in MS Office is essential for success in this role.

Qualifications

• 3-6 years’ experience in financial services and/or sales operations.
• Exceptionally organized and detail-oriented.
• Ability to meet a strict standard of quality and accuracy.

Responsibilities

• Support senior management in prospect and client discussions.
• Prepare fee analyses, proposals, and client agreements.
• Lead cross-functional projects to capture and analyze client information.

Skills

Organized

Attention to detail

Strong communication skills

Ability to work with senior management

Proficient in MS Office

Education

Bachelor’s Degree

Tools

MS Excel

MS Outlook

MS Word

MS PowerPoint

Job description

The Business Development Support team facilitates the service scope agreement process for HedgeServ prospects and clients globally, including the formulation of fee analyses and preparation of proposals and client agreements. The team’s objectives are supported by the collection and analysis of prospect, client and company information, as well as constant engagement with the firm’s Senior Leadership and key client contacts.

The Business Development Support role calls for someone who is systematic, structured and organized by nature. The person fulfilling this role should be approachable, thorough, methodical, self-disciplined, careful and diplomatic in approach. Consistency and the ability to tie up all the loose ends and finish a job will be of importance.

Responsibilities

• Support senior management in prospect and client discussions for new business and services
• Prepare fee analyses, proposals, and client agreements
• Lead cross-functional projects to capture and analyze client and company information from multiple sources
• Manage team open item list and follow up on outstanding items
• Track pipeline of prospective, transitioning, and existing clients and service requirements
• Maintain a large volume of client agreements and database of negotiated terms and conditions
• Provide regular reporting and ad hoc analyses as requested

Pre-requisite knowledge, skills and experience

• Bachelor’s Degree from four-year college or university
• 3 -6 years’ experience in financial services and/or sales operations
• Exceptionally organized and detailed-oriented with the ability to meet a strict standard of quality and accuracy
• Strong verbal and written communication skills
• Ability to work effectively with senior management
• Proficient in MS Office (Excel, Outlook, Word, Power Point)