Business Development Specialist (New York)

Overview :

BUSINESS DEVELOPMENT SPECIALIST WHAT IS THE OPPORTUNITY?

Are you a self-motivated financial professional looking to build your career in an entrepreneurial environment and help make a sales impact? City National Rochdale, a specialized high-net-worth investment manager, is looking for a persuasive communicator that has the drive and persistence needed to deliver new Financial Advisor introductions while building their career in financial services sales and business development.

As a dedicated and self-motivated professional, you will be a key contributor to developing new relationships with Independent Financial Advisors by articulating how CNRs unique value proposition benefits both Advisors and their clients. Your responsibilities will include prospecting new advisors through outbound calling and email campaigns with the goal of qualifying the advisor and introducing them to the local sales team to close new business. In this role you will have the opportunity to work closely with a range of departments where you will learn various aspects of the business that will enable you to represent the firms capabilities in ways that are accurate and compelling.

What you will do

• Use various prospecting methods, such as outbound calling and email campaigns to reach out to potential leads
• Educate financial advisors on the benefits of outsourcing their investment management to our firm, including access to a team of experienced professionals and a wide range of investment products and services
• Conduct initial consultations with interested advisors to assess their needs and determine if our firm is a good fit for their business
• Follow up with leads to nurture relationships and convert them into clients
• Introduce interested Advisors to local Sales team and facilitate warm hand-off
• Collaborate with local sales team to ensure any follow-ups handled in a timely and accurate manner to increase conversion rates.
• Provide reporting to senior management
• Stay up-to-date on industry trends and competitor offerings in order to effectively position our firm in the marketplace

WHAT DO YOU NEED TO SUCCEED? Required Qualifications

Skills and Knowledge

WHAT'S IN IT FOR YOU? Compensation Starting base salary : $71,825 - $114,734 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and / or commissions.

Benefits and Perks At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including :

Get a more detailed look at our Benefits and Perks.

ABOUT US Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North Americas leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at About Us.

INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law.

It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

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