Description
BUSINESS DEVELOPMENT SPECIALIST WHAT IS THE OPPORTUNITY?
Are you a self-motivated financial professional looking to build your career in an entrepreneurial environment and help make a sales impact? City National Rochdale, a specialized high-net-worth investment manager, is looking for a persuasive communicator that has the drive and persistence needed to deliver new Financial Advisor introductions while building their career in financial services sales and business development.
As a dedicated and self-motivated professional, you will be a key contributor to developing new relationships with Independent Financial Advisors by articulating how CNR's unique value proposition benefits both Advisors and their clients. Your responsibilities will include prospecting new advisors through outbound calling and email campaigns with the goal of qualifying the advisor and introducing them to the local sales team to close new business. In this role you will have the opportunity to work closely with a range of departments where you will learn various aspects of the business that will enable you to represent the firm's capabilities in ways that are accurate and compelling.
What you will do- Use various prospecting methods, such as outbound calling and email campaigns to reach out to potential leads
- Educate financial advisors on the benefits of outsourcing their investment management to our firm, including access to a team of experienced professionals and a wide range of investment products and services
- Conduct initial consultations with interested advisors to assess their needs and determine if our firm is a good fit for their business
- Follow up with leads to nurture relationships and convert them into clients
- Introduce interested Advisors to local Sales team and facilitate warm hand-off.
- Collaborate with local sales team to ensure any follow-ups handled in a timely and accurate manner to increase conversion rates.
- Provide reporting to senior management
- Stay up-to-date on industry trends and competitor offerings in order to effectively position our firm in the marketplace
Must-Have*
- Bachelor's Degree or equivalent
- 3 to 5 years of experience in investment sales and/ or internal sales support
- 3 to 5 years of experience using basic software programs like Word, Excell, Power Point, etc.
- FINRA Series 7: General Securities Rep
Skills and Knowledge
- Knowledge of the financial services industry and investment management practices
- Demonstrated skill set/capabilities in sales, marketing, client experience, business development, analytics, and CRM
- Ability to work independently and manage a high volume of leads effectively
- Strong communication and interpersonal skills
- Proven track record of meeting and exceeding sales targets
- Self-confidence, self-accountability, self-learning, and self-motivation
- High energy, strong spirit, emotional resiliency
- Proficient with Microsoft Office suite (Word, Excel, PowerPoint)
- Exceptional work ethic, with the ability to pay close attention to details as well as have a strategic big-picture mindset
- Positive attitude with eagerness to learn
- Ability to work in a collaborative team environment as well as independently
*To be considered for this position you must meet at least these basic qualifications
The preceding job description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. Benefits and Perks At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues. Get an inside look at our Benefits and Perks. INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT
City National Bank is an equal opportunity employer committed to diversity and inclusion. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status or any other basis protected by law.' ABOUT CITY NATIONAL We start with a basic premise: Business is personal. Since day one we've always gone further than the competition to help our clients, colleagues and community flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues to drive phenomenal growth today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies.
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