Job Overview – Business Development Associate:
Compensation: $60,000/year
Location: Montgomery County, PA
Schedule: Monday to Friday (In-Office)
Kickstart your growth in financial services as a Business Development Associate with our client in Montgomery County, PA. In this role, you’ll drive outbound outreach, build relationships with key decision-makers, and support M&A activity across fintech and wealth management. Ideal for early-career professionals with sales or recruiting experience and strong proficiency in Salesforce and client engagement.
Responsibilities as the Business Development Associate:
- Outbound Prospecting: Make daily calls and follow up on campaigns to engage RIAs, wealth managers, fintech’s, and other financial firms.
- Relationship Building: Develop rapport with senior decision-makers and confidently present the firm’s services.
- Market Intelligence: Research target firms and executives to identify M&A and business development opportunities.
- Cross-Team Collaboration: Work closely with recruiters on advisor and executive search initiatives.
- Client Representation: Attend meetings, conferences, and events to promote the firm and expand its network.
Qualifications for the Business Development Associate:
- Education: Bachelor’s degree in Business, Finance, Communications, or a related field required.
- Experience: 1-3 years in outbound sales, B2B development, recruiting, or client engagement, with experience in financial services or fintech preferred.
- Technical Skills: Proficiency in Microsoft Office Suite and CRM tools required, with experience in Salesforce preferred.
- Skills & Attributes: Strong phone presence and communication skills, professionally polished, self-driven, and eager to grow within the financial services industry.
Application Notice: Qualified candidates will be contacted within 2 business days of application. If an applicant does not meet the above criteria, Atlantic Group will keep your resume on file for future opportunities and may contact you for further discussion.