Business Development Analyst

Business Development Analyst

The Advisor Group is in search of a Business Development Analyst to help support the organic growth of the wealth management business for this rapidly growing and collaborative organization. The Business Analyst will engage with financial advisors, internal and external partners in wealth management, to support opportunities that generate new revenue, improve client retention, and further other business interests. The Business Development Analyst will work closely with internal and external partners to develop and deepen relationships in support of the organic growth initiatives established by the firm. Strong relationship management, project management, and technical knowledge will be essential to success in this role. The Analyst will be expected to be an active collaborator with advisors and the leadership team to find creative solutions as we work to achieve our goals.

Responsibilities

• CAPTRUST internal referral programs (Bridge) : project management, sales support, sales reporting, and lead flow administration
• External referral program management with well-known custodians : event planning, sales support and lead flow administration
• Advisor development programs : coordination and support for ongoing sales training and advisor development initiatives
• Sales reporting and analytics : utilize MS PowerBI tools to support the leadership team with practice management at the firm and local level
• Advisor support : assist advisors with sales support related needs at the direction of the wealth management leadership team
• Collaborate with other departments within CAPTRUST on sales enablement content, advisor onboarding and operations

Qualifications

Minimum Qualifications :

Desired Qualifications / Skills :

What can you expect from your career at CAPTRUST?

Our colleagues, like our clients, tend to stay with CAPTRUST for years. There's a reason for it; it's a great culture in which to work and grow. We all work together, each of us motivating those around us with our commitment to high standards. At CAPTRUST, expect a fully stocked break room, fun employee events, and a quality team surrounding you with opportunities for personal growth.

Our Employee Benefits Package shows how much we value our team. Some benefits include :

Where will you be working?

One Liberty Square 13th Fl | Boston, MA 02109

OR

4208 Six Forks Rd #1700 | Raleigh, NC 27609

Due to the nature of the role, this is not a remote or work from home position. #LI-Onsite

How do we build a world class organization one brick at a time?

We make it a priority to hire those who have a commitment to service, a real interest in other people, and a passion to continuously improve. Simply put : the difference at CAPTRUST is the quality of our people and depth of our bench. If you are ready to make your mark, we want to talk to you.

Are you the next brick?

To get it done the CAPTRUST Way, an individual should exhibit the following characteristics :

EEO / Diversity Statement :

At CAPTRUST, we are committed to building and maintaining a diverse workforce and inclusive work environment where ALL colleagues feel authentically seen, respected, and supported.

CAPTRUST is committed to providing employment opportunities without regard to race, color, age, sex, sexual orientation, familial status, religious creed, national origin, ancestry, medical condition, marital status and registered domestic partner status, citizenship status, military and veteran status, disability, protected medical condition, genetic information, or any other status protected by law. CAPTRUST makes all employment decisions without regard to these protected statuses and does not tolerate harassment or discrimination. #mid-senior