Wealth Management Business Development Associate

JTC Group; Wilmington, Northern (DE, KY); Hybride; USD 80 000 - 120 000; Plein temps

Résumé du poste

JTC Group in Wilmington, Delaware, seeks a Business Development Associate - Wealth Management to manage new sales opportunities for domestic and international clients. You will support the head of domestic business development, the sales team, trust officers and financial advisors with proposals, inquiries and pipeline management in Salesforce.

This role emphasizes coordinating the end-to-end KYC process, presenting material to new hires, and expanding relationships with partners through regular

Qualifications

• Bachelor's degree in Business Administration, Marketing, Finance, or related field, or equivalent experience.
• 1-3 years in sales, account management, or customer service.
• Knowledge of trust, legal and investments.
• Experience in both Sales and Operations.
• Ability to multitask and maintain high attention to detail.
• Willingness to travel.
• Strong personal interaction skills and team orientation.

Responsabilités

• Support new business development for domestic and international sales.
• Assist head of domestic business development and sales team with proposals and inquiries.
• Manage sales pipeline reporting and analytics in Salesforce.
• Coordinate end-to-end KYC process.
• Prepare presentations and marketing materials.
• Support client events and conferences.
• Develop relationships with partners and financial advisors.

Connaissances

Sales experience

Account management

Customer service

Knowledge of trusts

Investments

Interpersonal skills

Travel flexibility

Attention to detail

Team player

Formation

Bachelor's degree in Business Administration, Marketing, Finance, or related field

Outils

Salesforce

Description du poste

JTC Group in Wilmington, Delaware, seeks a Business Development Associate - Wealth Management to manage new sales opportunities for domestic and international clients. You will support the head of domestic business development, the sales team, trust officers and financial advisors with proposals, inquiries and pipeline management in Salesforce.

This role emphasizes coordinating the end-to-end KYC process, presenting material to new hires, and expanding relationships with partners through regular