Business Development Associate

Target and develop new sales leads focused on UHNW, RIA, and Multi-Family Office channels Partner with senior distribution leaders to qualify and drive progress on leads generated throughout the organization Develop and maintain relationships with independent RIA practices, advisor teams, and end investors Provide real-time feedback from prospects and clients to refine narrative and product offerings Contribute to thought leadership and marketing content, translating product and tax concepts into advisor-friendly materials Take ownership of CRM and pipeline management, providing actionable insights and helping drive tactical and strategic decisions Track and report on pipeline activity and conversion metrics; flag friction points and propose process improvements Work directly with the Head of Distribution and broader Glidepath team Requirements 2–5 years of experience in wealth management, ideally at an asset manager or an independent RIA Track record of success in direct client engagement — advisor-facing, investor-facing, or both Detail-oriented, with demonstrated ability to build, follow, and improve process High energy and ability to work in a fast paced, ever changing, entrepreneurial environment Excellent written and verbal communication skills Strong visualization and PowerPoint skills a plus Must obtain Series 7 and 63 within 6 months of start date Core Competencies Demonstrates expertise in wealth management with a focus on UHNW, RIA, and Multi-Family Office channels, while effectively managing CRM and pipeline activities. Strong ability to build relationships and communicate complex product and tax concepts to advisors and clients. Highest-signal resume keywords Wealth Management Experience Client Engagement CRM Management Process Improvement Series 7 and 63 Certifications Hard Skills Sales Lead Development Pipeline Management Data Tracking Conversion Metrics Analysis Process Improvement Soft Skills Detail-Oriented High Energy Excellent Communication Skills Certifications & Qualifications Series 7 Series 63 Industry Keywords UHNW RIA Multi-Family Office Advisor-Facing Investor-Facing Tools & Technologies CRM Software PowerPoint #J-18808-Ljbffr Jobtailor