Job Description
Job DescriptionSalary: Highly competitive salary and benefits package.
Responsibilities
The Business Development Specialist will work alongside Senior Business Development Officers (BDOs) to develop new client relationships through existing channels of business, which include centers of influence (CPAs, trust attorneys, pension administrators), and the firms primary custodian. The Specialist will also help cultivate new channels of business by researching and creating new networking opportunities for the BDOs as well as expanding their own personal network.
The Specialist will work in tandem with the firms BDOs in crafting and executing sales strategy, reaching out to COIs to convey the firms messaging, reviewing prospective client portfolios, crafting and reviewing marketing materials, and setting up marketing events.
The Specialist will be trained and mentored by the BDOs to learn our investment methodology, messaging, and approaches to developing new business. We expect the Specialist to eventually be promoted to a BDO position at the firm.
Qualifications
Bachelors degree
5+ years in the financial services industry
Highly motivated and personable, with strong interest in business development
Outstanding verbal communication and presentation skills
Desirable: CFP designation, existing relationships with centers of influence
Interested candidates should send their resume to careers@westmount.com.