Description
BUSINESS DEVELOPMENT SPECIALIST WHAT IS THE OPPORTUNITY?
Are you a self-motivated financial professional looking to build your career in an entrepreneurial environment and help make a sales impact? City National Rochdale, a specialized high-net-worth investment manager, is looking for a persuasive communicator that has the drive and persistence needed to deliver new Financial Advisor introductions while building their career in financial services sales and business development.
As a dedicated and self-motivated professional, you will be a key contributor to developing new relationships with Independent Financial Advisors by articulating how CNR's unique value proposition benefits both Advisors and their clients. Your responsibilities will include prospecting new advisors through outbound calling and email campaigns with the goal of qualifying the advisor and introducing them to the local sales team to close new business. In this role you will have the opportunity to work closely with a range of departments where you will learn various aspects of the business that will enable you to represent the firm's capabilities in ways that are accurate and compelling.
What you will do- Use various prospecting methods, such as outbound calling and email campaigns to reach out to potential leads
- Educate financial advisors on the benefits of outsourcing their investment management to our firm, including access to a team of experienced professionals and a wide range of investment products and services
- Conduct initial consultations with interested advisors to assess their needs and determine if our firm is a good fit for their business
- Follow up with leads to nurture relationships and convert them into clients
- Introduce interested Advisors to local Sales team and facilitate warm hand-off
- Collaborate with local sales team to ensure any follow-ups handled in a timely and accurate manner to increase conversion rates.
- Provide reporting to senior management
- Stay up-to-date on industry trends and competitor offerings in order to effectively position our firm in the marketplace
- Bachelor's Degree or equivalent
- 3 to 5 years of experience in investment sales and/ or internal sales support
- 3 to 5 years of experience using basic software programs like Word, Excel, Power Point, etc.
Skills and Knowledge
- FINRA Series 7 and 66 (or the ability to obtain)
- Knowledge of the financial services industry and investment management practices
- Demonstrated skill set/capabilities in sales, marketing, client experience, business development, analytics, and CRM
- Ability to work independently and manage a high volume of leads effectively
- Strong communication and interpersonal skills
- Proven track record of meeting and exceeding sales targets
- Self-confidence, self-accountability, self-learning, and self-motivation
- High energy, strong spirit, emotional resiliency
- Proficient with Microsoft Office suite (Word, Excel, PowerPoint)
- Exceptional work ethic, with the ability to pay close attention to details as well as have a strategic big-picture mindset
- Positive attitude with eagerness to learn
- Ability to work in a collaborative team environment as well as independently
Benefits and Perks At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including:
- Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date
- Generous 401(k) company matching contribution
- Career Development through Tuition Reimbursement and other internal upskilling and training resources
- Valued Time Away benefits including vacation, sick and volunteer time
- Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs
- Career Mobility support from a dedicated recruitment team
- Colleague Resource Groups to support networking and community engagement
ABOUT US Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at About Us.
INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
*Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled.
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