What are the responsibilities and job description for the Business Development Associate position at The Horizon Group?
Our client and its predecessors have been continuously operating and managing investor capital in alternative strategies since 1971, making it one of the world’s longest-operating alternative investment managers. Since that time, they have endeavored to provide investors with positive returns through a variety of market cycles and environments, stressing disciplined quantitative, process-driven approaches to trading scores of liquid global markets. They believe its demonstrated history of success is a direct result of the quality of its people and the ability to continuously refine, evolve and adapt its investment approaches over time.
They are seeking a Business Development Associate to work in their New York office to cover all products to provide support to Wire, RIA and IBD advisors. The right person will have a solid industry background in addition to strong relationship-building abilities and superior communication skills along with some digital marketing experience. An in-depth understanding of the financial services industry is essential since their clients include many of the investment community’s most highly regarded professionals.
What will you do?
Effectively develop relationships with Alternative Sales teams, Branch Managers and financial advisors to promote business-building ideas and services.
Develop new relationships, maintain and broaden existing relationship with financial advisors in assigned market segment and geographical territory through targeted prospecting activities.
Maintain a high level of expertise related to the capital markets, the investment management industry, and marketplace developments.
Speak with Financial Advisors directly and proactively establish rapport and create interest in product(s).
Learn, know and be able to present all focus products and value-added pieces.
Develop and implement a sales plan to capture opportunities in the most efficient and cost-effective way.
Proactively identify prospects and work autonomously to manage them to closure.
Deliver sales literature and sales ideas to facilitate sales process and enhance Advisor relationships.
Use cross-function utilization for their partner needs (as it pertains to sales documentation and/or marketing materials).
Utilize data, market trends, and industry knowledge to formulate a strategy to maintain and increase assets.
What do you bring?
Bachelor’s degree in business, finance, or related field
Hybrid internal and external wholesale experience
Series 7 and 5-10 years of asset management sales experience
Exceptional knowledge of markets and business acumen to influence decision-makers
Proven track record of meeting or exceeding predetermined key goals
Polished presence, effective listening, client preparedness, and presentation skills
Professional characteristics reflecting curiosity, empathy, and enthusiasm coupled with a solution-based drive to meeting highly accountable results
Excellent interpersonal and relationship management skills, a true team player
Ability to work independently and adapt quickly and resourcefully to changing situations
Ability to travel two to three weeks per quarter
Proficiency in using software tools that measure user engagement for content pieces, website engagement, and/or email marketing
A high level of experience using CRM software, preferably HubSpot or Salesforce, to manage a sales pipeline, capture call notes, and support management level communication with analytics dashboards
A great degree of comfort using prospecting and market intelligence tools such as Dakota Marketplace, Prequin, and/or MarketLens to understand and recommend how to match market intelligence with outreach efforts
