Business Development Manager

Tired of working in the traditional world of finance with no work life balance, but still want to be involved in sharing your expertise about how to plan for the future? Come work for us.

CollegeInvest is a not-for-profit division of the Colorado Department of Higher Education which provides 529 college savings plans with 13 billion AUM. We sound like a government entity ( which we are) but we run like a boutique finance shop.

Our vision is to make a higher education financially attainable by saving. Our mission is to be Colorado’s trusted resource in breaking down the financial barriers to attaining a higher education through tax-advantaged college savings plans and special programs.

DESCRIPTION OF JOB

The Business Development Manager, RIA and Tax Professional Channel is responsible for growing CollegeInvest 529 college savings plans by increasing new accounts and contributions with Financial Advisors, RIAs, CPAs and other tax professionals. This junior position is responsible for providing excellent relationship management for existing business and developing new business through a non-commissioned, consultative sales approach for our smaller clients.

COMPENSATION: $65,000 – $85,000/annually

ESSENTIAL DUTIES & RESPONSIBILITIES

The Business Development Manager is tasked with cultivating and managing established relationships primarily along the front range as well as prospecting and developing new relationships. This is a highly collaborative role that requires strong interpersonal skills with the ability to provide effective product expertise when meeting individually and in group presentations. Mastery of 529 savings plans, including the education of tax professionals will be required. This role also requires the ability to effectively teach continuing education classes to small and large groups and to become a trusted resource for financial education.

OTHER DUTIES & Responsibilities

· Building and maintaining a sales pipeline

· Prospecting and relationship management

· Develop and deliver effective presentations

· Budget management

· Coordinate activities with CollegeInvest partners

Reports to:

This position reports to the Director of Sales

REQUIRED QUALIFICATIONS:

· MUST have 2 years financial sales experience

· Previous or currently held Securities license required

· Bachelor's Degree preferred

· Experience with CRM software – Salesforce preferred

· Comfortable using and learning new technologies

· Self starter

· Ability to work as a team player

· Ability to work in a professional environment with a flexible schedule

· A valid Colorado driver’s license and dependable vehicle is required

· Strong prospecting skills

· Demonstrated knowledge and passion for CollegeInvest’s mission

· Ability to work collaboratively with others

· Exceptional communication, presentation and organization skills

· Ability to build and maintain strong trustworthy relationships

· Capacity to work in a fast-paced, often changing environment

· Ability to persuade, manage their time, prioritize effectively and be goal oriented

APPLICATION PROCEDURES:

To be considered for this position, candidates must possess the minimum qualifications listed above and send a cover letter and resume to cijobs@collegeinvest.org or mail to Human Resources, CollegeInvest, 1600 Broadway, Suite 2300, Denver, CO 80202.

This position is not governed by the selection process of the classified personnel system and is not part of the classified state personnel system. Position will remain open until filled. Application review begins immediately, and position start is immediate. Employment is contingent on successful completion of a criminal background check.

BENEFITS:

CollegeInvest offers a benefit package which includes medical, dental, vision, and life insurance to the employee and eligible dependents on a cost share basis. Disability insurance is provided at no cost to the employee. Paid leave time is accrued at 14 hours per month for vacation leave and 10 hours per month for sick leave. There are 10 paid holidays in a calendar year.

Employees of the State of Colorado do not contribute to Social Security but contribute to Colorado Public Employee Retirement Association (PERA) instead.

CollegeInvest offers a hybrid work environment and flexible schedule.

The State of Colorado believes that equity, diversity, and inclusion drive our success, and we encourage candidates from all identities, backgrounds, and abilities to apply. The State of Colorado is an equal opportunity employer committed to building inclusive, innovative work environments with employees who reflect our communities and enthusiastically serve them. Therefore, in all aspects of the employment process, we provide employment opportunities to all qualified applicants without regard to race, color, religion, sex, disability, age, sexual orientation, gender identity or expression, pregnancy, medical condition related to pregnancy, creed, ancestry, national origin, marital status, genetic information, or military status (with preference given to military veterans), or any other protected status in accordance with applicable law.

• CollegeInvest is committed to the full inclusion of all qualified individuals. As part of this commitment, our agency will assist individuals who have a disability with any reasonable accommodation requests related to employment, including completing the application process, interviewing, completing any pre-employment testing, participating in the employee selection process, and/or to perform essential job functions where the requested accommodation does not impose an undue hardship. If you have a disability and require reasonable accommodation to ensure you have a positive experience applying or interviewing for this position, please direct your inquiries to dcaruso@college-assist.org or call 720.264.8575.