Job Title:
Business Development Specialist
Job Code:
Job Category:
Business Development/Sales
Job Type:
Job Location:
Boston - MA
Date Posted:
Aug 17 2021
An esteemed Boston asset management firm is seeking two Business Development Specialist to add to their team. This position will work with prospective clients and will require significant internal collaboration between groups. The ideal candidate will have an interest in investment management and be a team player with a strong business judgement and positive attitude.

Position Responsibilities:
  • Facilitate and prepare materials for prospect meetings
  • Attend meetings and conferences and write up notes
  • Assist with new account start-up process and facilitate cash flows
  • Maintain information in the CRM system
  • Facilitate prospect communications, information gathering coordinate prospect outreach projects
  • Respond regularly to inquiries and assist in RFP/ RFI/ DDQ processes

Position Qualifications:
  • Bachelor's degree and 1-3 years of financial services industry experience
  • Strong interpersonal communication skills, written and verbal
  • Keen attention to detail with superior organization details
  • Ability to prioritize tasks and see them through
  • Ability to multitask and work well under pressure
Required Years of Experience:
Additional Info:
For more information contact: Chris Kennedy (617)728-4100 |
Salary Range:


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