Associate Regional Business Developer (Wealth Management)

TL;DR

Associate Regional Business Developer (Wealth Management): Supporting regional growth through sales execution and opportunity development with an accent on pipeline momentum and prospect engagement. Focus on coordinating cross-divisional commercial activities and influencing C-Suite decision-makers at large corporate organizations.

Location: Must be based in the United States (Boston or Chicago)

Salary: $70,000 - $160,000

Company

A leading global investment banking, securities and investment management firm.

What you will do

• Partner with the VP RBD to execute regional business development strategy and sales priorities.
• Manage regional pipelines, including lead development and opportunity progression.
• Conduct targeted research to identify corporate prospects and referral opportunities aligned with regional strategy.
• Coordinate cross-divisional commercial activity with Investment Banking, Asset Management, and Private Wealth Management.
• Develop customized sales materials and support RFP and information-security responses.
• Provide guidance and mentorship to RBD analysts and contribute to process improvements.

Requirements

• Bachelor’s degree.
• 3–5 years of experience in institutional sales or relationship management.
• Proficiency in Salesforce, PowerPoint, Excel, and Word.
• Proven ability to engage with and influence C-Suite decision-makers at large corporate organizations.
• Must be based in the US (Boston or Chicago)

Culture & Benefits

• Competitive benefits and wellness offerings for full-time employees.
• Commitment to diversity, inclusion, and professional growth.
• Access to training, development opportunities, and firmwide networks.
• Focus on employee well-being through mindfulness programs and personal finance offerings.