• Business Development Associate

    ID
    2018-7213
    Job Locations
    US-CA-Los Angeles
    Category
    Wealth Management
  • Overview

    We are looking for a highly motivated professional to join our LA-based team as a Business Development Associate.

     

    Additional information-

    First Republic is an ultra-high-touch bank that provides extraordinary client service. We believe that one-on-one interactions build lasting relationships. We move quickly to serve our clients’ needs so that their financial transactions are handled with ease and efficiency. Client trust and security are paramount in our line of business. Ultimately, our goal is unsurpassed client satisfaction which will lead to personal referrals – our number one source of new business.

     

    We recognize that our competitive advantage starts with our people and our culture. At First Republic, we work hard and move quickly as a very coordinated team. If you are looking for an opportunity to grow and contribute in a fun, fast-paced environment, First Republic is the place for you. We have exceptional people focused on providing extraordinary service.

     

    Responsibilities

     

    The Business Development Associate will work closely with the Wealth Managers and their team to help uncover and develop new business opportunities. Duties and responsibilities include, but are not limited to:

     

    •Strategically identify potential client opportunities from the Wealth Managers’ extensivenetworks, generating new leads and uncovering high-value opportunities

    •Pro-actively construct and implement recommendations and projects that will enhanceoperations, optimize automation, and increase the number of meetings with new prospectiveclients

    •Analyze all aspects of the team’s business development efforts (including large data sets inSalesforce) to determine which avenues are most fruitful and adjust strategies appropriately

    •Research and gather business intelligence about prospective clients and trends in opportunities

    •Strategically prepare and send emails to prospective clients specific to their financial needs, withthe purpose of generating interest in working with the team

    •Input and track all business development efforts in Salesforce and determine the best way toorganize and present the information to the Wealth Managers

    •Support Management in all aspects of the sales cycle, including scheduling follow-up meetings,managing administrative elements, and overseeing the pipelines of completed meetings toensure all prospective clients are being contacted throughout the year

    •Work with the Wealth Managers and colleagues to ensure timely updating of all marketingmaterials

    •Prepare targeted presentations in a manner that effectively communicates the team’s relevantexperience and articulates our added value

     

    Qualifications

    Skills, Knowledge and Abilities:

    • Bachelor’s degree in Business, Finance, or related field
    • Forward-thinking and solutions-oriented approach at all times
    • Goal and action orientation with ability and desire to work towards revenue targets within a team environment
    • Excellent writing, analytical, research and organizational skills, with a high level of attention to detail

    • Ability to thrive in an unstructured, demanding role/environment

    • Ability to comfortably navigate CRM software and relationship management programs, including Salesforce and Relationship Science. If no experience with these programs, a demonstrated capability to learn technology systems quickly

    • Experience managing a large database and maintaining data integrity

    • Poise, confidence, and maturity to interact with senior level Wealth Managers

    • High level of discretion and tact regarding confidential matters and identities

    • Strong Microsoft Office (Word, Excel, and PowerPoint) skills

     

     

    Physical Requirements:

    • Vision must be sufficient to read data reports, manuals and computer screens
    • Hearing must be sufficient to understand a conversation at a normal volume, including telephone calls and in person
    • Speech must be coherent to clearly convey or exchange information, including the giving and receiving of assignments and/or directions
    • Position involves sitting most of the time, but may involve walking or standing for brief periods of time
    • Must be able to travel in a limited capacity

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