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favorite this post Business Development Associate hide this posting unhide

compensation: DOE
employment type: full-time

The Colony Group

Business Development Associate

Job Label: Business Development Associate-4.13

The Colony Group seeks a motivated and qualified individual for the position of Business Development Associate.  The individual selected for this opportunity will support wealth advisors in the development of a strong pipeline of new business opportunities through direct or indirect channels and prospecting; they will also maintain the highest ethical and professional standards of excellence.

The Colony Group provides investment, wealth management, and other financial advisory services to a multitude of high-net-worth and ultra-high-net-worth private clients as well as a prestigious base of institutional clients.  Founded in 1986 and managed by financial professionals dedicated to providing objective advice and exceptional service, The Colony Group manages over $7.5 billion in client assets and has offices in Massachusetts, New York, Virginia, Florida, Colorado, and Maryland.  For more information, please visit

Primary responsibilities for this position include:

  • Manage and assist in formulating standard /routine templates in conjunction with team members and  Marketing/Compliance;
  • Create meeting preparation for prospect and client visits;
  • Respond to inbound prospect inquiries regarding  wealth management services;
  • Maintain business development pipeline and expand potential client opportunities;
  • Compile statistical information on specific industries to expand opportunity set;
  • Liaise and collaborate with internal teams to improve content and relevance of marketing materials as well as work with the Lead Business Development Member;
  • Gather weekly activity and submit reports to Management; and
  • Maintain and manage the company CRM system; 

The position requires:

  • A Bachelor’s degree or greater;
  • A minimum of 3-5 years’(?) experience in financial or professional services;
  • Superb written and verbal communication skills;
  • Proficiency in Microsoft Office applications, including Outlook, Word, Excel, and PowerPoint, and proven ability to learn other software and technology;
  • Notable attention to detail, self-initiated follow-through, and outstanding time management and organizational skills; and
  • Ability to work in a fast-paced environment and to juggle multiple and competing tasks and demands.

To apply for this position or refer someone you know, please use our online interview system managed by HireMojo.

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Once you have completed the interview, your information will be forwarded to the recruiting team for decisions on next steps.

Related Keywords: administrator, financial planning, entry level, investment management, risk management, retirement planning, income tax planning, education funding, estate planning, financial plans, investments, analytical, support role, executive assistant, financial planning, business development, advisor, detail oriented, biz dev

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  • do NOT contact us with unsolicited services or offers
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post id: 6560358520


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