Business Development Officer

Business Development Officer

The Business Development Officer position is a unique opportunity to launch a long and rewarding career at Crawford Investment Counsel (CIC).  CIC is an independent registered investment advisor trusted by our client for over 40 years with AUM in excess of $8B.  We pride ourselves on our highly personal client service which results in retention rates consistently greater than 98%. We have an experienced in-house team that has a disciplined investment methodology backed by deep resources that has led to sound results over full market cycles. Our approach is to balance risk and reward with high quality investments so our clients experience the advantages of remaining invested and compounding returns over time.

This is a full-time position to help support the critical Business Development activities of our private client portfolio management group. This position will report to the Director of Private Investment and work closely with our team of experienced portfolio managers. The Business Development officer will focus on generating new business opportunities and work closely with CIC’s investment professionals to close business from two primary sources; Centers of Influence where Crawford already shares client relationships, and referral networks currently pursued by CIC (Fidelity and Schwab). For the referral networks, CIC has a concentration in the Southeast (not including Florida) and typically uses Zoom to cover the remainder of the country. This position is likely to evolve into a role with direct client responsibilities within one to three years. 

The Business Development Officer will support investment professionals in the sales process and execute the following tasks:

·        Learn about and fully understand all of CIC’s investment offerings

·        Take ownership of the referral process, which includes:

o  Acting as the primary liaison between CIC and referral sources

o  Receive and log sales leads from the referral networks into Salesforce

o  Determine which department and Portfolio Manager will be responsible for interacting with prospects

o  Coordinate ongoing tracking of referrals

·        Support and provide key deliverables within referral process

o  Participate in introductory conference calls with prospective clients to capture key details from the conversation

o  Generate proposals for portfolio managers to deliver to prospective clients

·        Build relationships in person and over the phone with investment representatives to further marketing efforts, specifically in the Southeast region

·        Attend referral network events to further develop relationships with their referral partner representatives

Experience and Attributes

·        Bachelor’s degree required

·        Five years of sales or investment experience preferred

·        Experience in WAS and SAN Networks preferred

·        Self-starter and a proactive collaborator with strong multi-tasking and prioritization skills

·        Ability to develop relationships across varied personality types

·        Exceptional and proactive communicator (verbal and written)

·        Proficiency with Microsoft Office – Word, Excel, PowerPoint, Outlook is required

·        Base level understanding of Salesforce