A leading alternative asset manager is seeking a Business Development Analyst to join its expanding team. This newly created role, driven by the firm’s continued growth, will focus on supporting client relationships, maintaining and updating CRM systems, collaborating closely with relationship managers, and assisting in the management of their respective territories.

The ideal candidate will bring 1-2 years of experience within financial services and hold their FINRA Series 7, and Series 66 or 63 licenses.

Key Responsibilities:

• Support senior relationship managers with client materials and CRM management
• Provide client service and prospect support, including follow-ups administrative tasks
• Utilize data and reporting to support territory management and business development efforts
• Collaborate cross-functionally while building product expertise and contributing to team efficiency initiatives

Qualifications:

• 1-2 years of experience within financial services
• FINRA Series 7 and Series 66 or 63 licenses
• Detail-oriented, organized, and collaborative
• Open to being in office 3 days/week

Job #48658