Business Development Associate (Private Credit)

Business Development Associate:

Description

Ivy Asset Group is seeking a Business Development Associate professional to assist the Business Development team (primarily by partnering with the Business Development team Directors and Managing Directors), and promote the firm’s Private Credit offerings into the Wealth Management, Family Office, and High Net Worth channels.  

The BDA must have an understanding and passion for the sales strategy/process and investments. Additionally, they should have excellent verbal and written communications skills. They must also have very strong organizational and follow-up skills, as well as the ability to prioritize and execute on multiple tasks.

The BDA will help initiate and schedule meetings, discover new sales leads via various CRM tools, and support existing client relationships. This role will also work within the overall Business Development/Marketing group at Ivy Asset Group which may entail special projects and additional requirements as assigned.

This role may develop into a more direct sales/Business Development position over time for the right candidate; based on success and interest. Role is based out of Charleston (flexible) 

Primary Job Responsibilities:

·        Work as a partner on the Business Development team to develop, maintain, and expand relationships to drive sales including the scheduling, planning, and coordinating sales meetings.

·        Develop new business by calling on RIAs/Financial Advisors and providing sales/marketing information, completing requests for follow up information, and maintaining contact to provide timely updates.

·        Have a strategy for initiating daily outbound communication including scheduling calls, “thank you” calls, targeted campaign calls, and portfolio reviews with targeted clients and prospects.

·        Provide sales meeting preparation and follow-up for external wholesalers.

·        Develop and maintain understanding of Ivy’s various platform and offerings.

·        Maintain an understanding of industry/market trends.

·        Utilize management reporting tools to capture sales and client activity.

·        Proactively support team initiatives and complete special projects and other duties.

Requirements

·        3-5 years of internal sales support experience (preferably with private investments).

·        Bachelor’s degree in Finance or Business-related degree (preferred).

·        Experience in the private credit space or financial services (preferred).

·        Successful track record of ability to be organized, thorough and effective with outreach.

·        Experience with CRM tools and database resources.

·        Excellent interpersonal, verbal, and written communication skills.

·        Strong time management skills.

·        Well-organized self-starter with high energy, creativity, and thoughtfulness.

·        The ability to work within a team.

·        Strong desire to succeed.

Disclaimer:

• The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. All personnel may be required to perform duties outside of their normal responsibilities from time to time, as needed.