Sales Development Associate - Boston, MA

Job Summary Under limited supervision, uses extensive knowledge and skills obtained through education and experience to support the business of financial advisors by developing client pipelines through prospecting, networking, community involvement, centers of influence and developing niches to meets specific marketing and sales goals. Works independently on difficult assignments that are broad in nature, requiring originality and ingenuity with appreciable latitude for unreviewed actions or decisions. Resolves or recommends solutions to complex questions and problems. Extensive contact with internal and external customers is required to establish and maintain relationships that lead to creating new business. Essential Duties and Responsibilities u2022 Initiates outbound sales calls and responds to incoming calls and inquiries, including follow-up, sending out materials and obtaining and evaluating background information. u2022 Participates in professional organizations and activities to expand network of business contacts. u2022 Establishes and maintains a prospect database. u2022 Works independently in sourcing and developing new client relationships to enable financial advisors to meet sales goals. u2022 Assists in developing product oriented positioning documents, product profiles, competitive analysis and other content for web sites, marketing materials and seminars. u2022 Gathers, analyzes, interprets and distributes information on sales trends, product demand and marketing strategies for assigned products. u2022 Supports marketing programs and assists others in developing a clear, compelling and differentiated message and position for assigned products. u2022 Participates in advisor and client seminars, product road shows, branch presentations, conference calls, point of sale support, and other sales functions on behalf of the financial advisors. u2022 Executes business development strategies on behalf of the branch. u2022 Gathers information and data on prospects to be used in the sales process. u2022 Follows-up with financial advisors to ensure high quality service delivery. u2022 Performs other duties and responsibilities as assigned. Knowledge of u2022 Concepts, practices and procedures of business development in a financial services/broker-dealer environment. u2022 Investment concepts, practices and procedures used in the securities industry. u2022 The principles of banking and finance and securities industry operations. u2022 Financial markets, products, financial advisory function and the investment process. Skill in u2022 Sourcing and developing sales prospects. u2022 Executing practice development strategies. u2022 Sourcing and developing sales prospects and referral sources. u2022 Initiating sales calls and responding to inquiries and turning them into sales opportunities. u2022 Establishing and maintaining databases. u2022 Preparing and delivering clear, effective, and professional presentations. Ability to u2022 Operate standard office equipment and use required software applications. u2022 Partner with other functional areas to accomplish objectives. u2022 Facilitate meetings, ensuring that all viewpoints, ideas and problems are addressed. u2022 Incorporate needs, wants and goals from different prospects for financial advisor practices into marketing and sales strategies. u2022 Gather information, identify linkages and trends and apply findings to assignments. u2022 Research, interpret, analyze and apply information about prospects. u2022 Organize, prioritize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment. u2022 Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels to accomplish objectives. u2022 Work independently as well as collaboratively within a team environment. u2022 Provide a high level of customer service. u2022 Maintain currency in financial services industry and products. Education/Previous Experience u2022 Bacheloru2019s Degree (B.A.) from a four year college or university with a minimum of two (2) years of experience in marketing or sales in a financial planning, investment management or other financial services environment. u2022 OR ~ u2022 An equivalent combination of experience, education, and/or training as approved by Human Resources. Licenses/Certifications u2022 SIE required provided that an exemption or grandfathering cannot be applied. u2022 Series 7 required. Due to pay transparency, our roles auto-populate with Federal minimums. However, the office has determined the appropriate range for this position to be $70,000.00 to $100,000.00 base salary.

Created: 2025-10-27