S&P Global Business Development Associate in Virtual,
Business Development Associate
Do you enjoy building relationships? Are you interested in a career with Investment Advisory Services? We are looking for a determined individual who is looking for a career within Sales.
In this role the Business Development Associate will work in a proactive sales role supporting S&P Investment Advisory Services (SPIAS) with a focus on the Broker Dealer (BD) and Registered Investment Advisor (RIA) channels. These services are geared to the retail advisor and external wholesaling segment.
You will be generating new business by gathering assets from existing clients and starting new relationships with new financial advisors through leads and call campaigns. They will also be tasked with educating and discussing investment strategies with external wholesalers and financial advisors.
Learning - Education Opportunity Gain insights and have direct contact with leaders with vision of the investment world.
- Creative Thinking Opportunity - Opportunity to partner and strategize with a RIC as you both see fit.
Develop deep understanding of key accounts, products, platforms, SPIAS investment strategies, and competitive landscape
Proactively contact clients, build relationships, and gather and retain assets
Document and follow up on sales leads generated by inbound calls and website
Conduct in-person meetings and conference calls to discuss strategies with clients
Ensure compliance with internal and external rules, policies and procedures as well as regulatory requirement
Maintain and update CRM (Salesforce.com) system with relevant activities
Bachelors degree required
Strong presentation, communication, and organization skills required
Proven planning, writing, presentation skills, and client-service focus and a must.
Minimum of 3 to 5 years related experience in asset management industry in a sales or wholesaling function ideally working at a Third Party Investment Strategist or Turnkey Asset Management Program firm
Knowledge of asset allocation strategies and equity strategies or experience with the sales of other financial products Mutual Funds, Fund of Funds, ETFs, Separately Managed Accounts, Variable Annuities
Understand how investment product manufacturers (e.g. Insurers, Asset Managers, Turnkey Asset Management Programs) interact with distributors (e.g. BDs, RIAs)
- Familiarity with Salesforce.com a plus
At S&P Global Market Intelligence, we know that not all information is importantsome of it is vital. Accurate, deep and insightful. We integrate financial and industry data, research and news into tools that help track performance, generate alpha, identify investment ideas, understand competitive and industry dynamics, perform valuation and assess credit risk. Investment professionals, government agencies, corporations and universities globally can gain the intelligence essential to making business and financial decisions with conviction.
S&P Global Market Intelligence is a division of S&P Global (NYSE:
SPGI), which provides essential intelligence for individuals, companies and governments to make decisions with confidence. For more information, visit, S&P Global Market Intelligence
S&P Global is an equal opportunity employer committed to making all employment decisions on the basis of merit, capability and equality of opportunity, and without regard to race - ethnicity, gender, pregnancy, gender identity or expression, color, creed, religion, national origin, age, disability, marital status (including domestic partnerships and civil unions), sexual orientation, military veteran status, unemployment status, or any other basis prohibited by federal, state or local law, or any other characteristic that has no bearing on a person s ability to perform his or her job.
Only electronic job submissions will be considered for employment. If you need an accommodation during the application process due to a disability, please send an email to:
EEO.Compliance@spglobal.comand your request will be forwarded to the appropriate person.