Insurance Business Development Associate

SUMMARY

The Insurance Business Development Associate is responsible for working with the Insurance Solutions management team on pipeline management, developing new client relationships, managing existing client relationships, product launches, key strategic initiatives, as well as understanding the goals and focus of the team and the Firm overall.  This role focuses on utilizing sales management tools, working with management to develop long-term plans and developing business intelligence. 

As an onsite/hybrid employee, you are expected to be in the office on Tuesdays, Wednesdays and Thursday. 

RESPONSIBILITIES          

• Prepare and analyze sales pipeline reports and dashboards.
• Manage data for new and prospective clients in Salesforce, ensuring all communications are logged, information is accurate and documents are attached.
• Provide analytical and research support to Insurance Solutions coverage teams focused on North America insurers.
• Prepare client driven communications, including presentations and written commentaries. Assist Insurance Solutions team members in responding to complex client and prospect inquiries.
• Convey technical investment approaches and key GCM Grosvenor product points of differentiation in a clear and concise manner.
• Coordinate client deliverables with all departments throughout GCM Grosvenor.
• Stay abreast of current trends, investment strategies and build a broad understanding of GCM’s product offerings, investment process and philosophy.
• Manage and coordinate workflow and process associated with client requests.
• Manage and prepare materials for conference calls and meetings.
• Perform related duties as assigned.

EDUCATION, SKILLS AND EXPERIENCE REQUIREMENTS

• BA/BS degree from a top tier undergraduate program with a concentration in Economics, Finance, or Marketing preferred.
• 2-5 years of experience, ideally working in a client driven environment within a financial institution.
• Technically proficient in MS Office Suite; previous experience with CRM solutions required.  Salesforce experience preferred.
• An entrepreneurial spirit with high energy and passion; a self-starter.
• Excellent written and verbal communication skills.
• Strong organization skills with acute attention to detail.
• Proven track record to successfully manage complex projects from inception to completion.
• Demonstrated team player, self-starter, and independent thinker.
• Flexibility to work long hours at times to accommodate special client needs.
• Time management skills with the ability to multi-task, work under tight deadlines, and balance priorities.
• Strong interpersonal skills with the ability to effectively communicate with peers, senior management and clients.
• Ability to work independently with a positive attitude and a high level of discretion.
• Series licensing may be required.

In terms of cultural fit, the successful candidate will be self-motivated and energized by working amongst a group of thoughtful, smart and successful colleagues. He or she will enjoy being part of an organization focused on excellence and will be a naturally collaborative person who enjoys interacting with individuals at all levels. Additionally, he or she will be a strong team player with a proactive approach and the ability to exercise discretion and judgment.

CULTURE

We are not afraid to think differently. Embrace new ideas. Dream big. Welcome change. We are a culture of empowerment, accountability, high performance, and trust. Successful team members are self-motivated and energized by working alongside thoughtful and smart colleagues in a fast-paced environment. Individuals who thrive on this team enjoy being a part of an organization focused on excellence. We look for naturally collaborative individuals who enjoy interacting at all levels of the organization. 

DIVERSITY, EQUITY & INCLUSION

A diverse, engaged team is critical to our ability to successfully create and deliver value to our clients. We are committed to creating an inclusive environment where diverse professionals can thrive professionally, and we are dedicated to training, retaining, and promoting minorities, women, LGBTQ employees, veterans and individuals with disabilities. Over 55% of GCM Grosvenor employees and 43% of executive management are women and/or ethnically diverse individuals. In addition, we seek to drive a more diverse, inclusive industry through our partnership with diverse professionals organizations and by consciously working with subcontractors and vendors that are certified as minority-, women-, or persons with disabilities-owned businesses.