Business Development Associate

Cultivate relationships with business partners and colleagues internally and externally while supporting Financial Advisor(s) and Private Wealth Advisor(s) teams in cultivating and enhancing new and existing client relationships. Assist in all areas of service level business development, including preparing for regular meetings, tracking follow-ups, and executing digital and in-person marketing strategies such as conferences, seminars, webinars, and social media. Prepare and review client reports or financial plans, assist with research using firm-approved systems, and represent the service lens in client and prospective client meetings. Provide backup coverage for traditional Client Service Associate responsibilities, including executing money movement transactions, answering non-investment questions, and entering orders. Participate in firm initiatives, training programs, and special projects directed by local management.