Sr. Business Development Coordinator, Claire Myers Consulting, Dhs, VA
Claire Myers Consulting -
N/A
Dhs, VA,
US
N/A
Sr. Business Development Coordinator
Date Posted: 2024-05-06
Job description
Our client's Wealth Management firm is not just about business - they are about building legacies. Their success stems from a commitment to continuous growth, both for their clients and the team.
As a Business Development Coordinator, you'll be at the forefront of this journey, collaborating closely with the seasoned Business Development Manager.
Responsibilities
Initiate and follow up on all leads into Wealth Management firm
Responsible for the onboarding activities and tracking clients targeting outreach and efforts.
Develop and modify as needed process for qualifying prospects.
Assigning leads to advisors based on given firm parameters.
Assist with Marketing and BD Managers to ensure consistent lead flow.
Supports the BD Manager with business development activities, as well as management projects.
Assist with the development of RFPs.
Coordinate and arrange client events, meetings, appointments, and conferences.
Establishing and maintaining effective relationships with customers via email, phone, and in-person.
Must be comfortable working in collaboration with a team of company personnel, executives and officers; continuously adjusting responsibilities based on input from others.
Creating and maintaining CRM and mail lists.
Providing effective administrative support
Skills and Qualifications
Bachelor's degree in business, marketing, or related field.
3-5 years' experience in customer service, marketing, or a sales-related field.
Ability to prioritize and manage workload.
Must be a self-starter and able to work independently and as a part of a time.
Strong networking skills.
Strong knowledge of business and sales growth techniques.
Exceptional project management skills.
Strong problem-Solving skills and ability to work well under pressure.
Clear verbal and written communication skills.
Enthusiasm for the company and its growth potential.