Business Development Manager Purpose Investments
Purpose Investments
Elevate your career as a Business Development Manager with Purpose Investments, a leader in financial services innovation. Your role will focus on building client relationships and driving business growth in a flexible hybrid work model. Joining Purpose Investments means becoming part of an innovative asset management firm with over $20 billion in assets. As a Business Development Manager, you will collaborate with your Wholesaler partner to create impactful business plans while engaging with clients to expand relationships. Your expertise in the financial services industry will enhance advisors’ understanding of Purpose products in a rapidly changing market. Key Responsibilities:
• Develop and implement business plans with Wholesaler partnership
• Proactively follow up on client meetings and events
• Initiate digital and phone contacts with potential clients
• Advise on Purpose products for client support
• Maintain accurate records in Salesforce CRM Requirements:
• Experience in financial services sales
• Strong knowledge of the fund industry
• Proficient communication skills
• Effective time management abilities
• Technology savvy with Hubspot and Salesforce experience Bring your sales expertise and passion for client relationships to Purpose Investments, driving innovation in financial services.
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Vacancy posted 5 hours ago
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