Business Development Associate, Equity (S&P Capital IQ)
The Business Development Associate will work as a proactive sales role supporting Standard Poor’s Investment Advisory Services with a focus on the RIA and BD channels. These services are geared to the retail advisor and external wholesaling segment. In this role, the sales representative will generate new business by gathering assets from existing clients and starting new relationships with new financial advisors through leads and call campaigns. They will also be tasked with educating and discussing investment strategies with external wholesalers and financial advisors.
Responsibilities:
• Develop thorough understanding of key accounts, products, platforms, Investment Advisory Services (SPIAS) investment strategies, SP Capital IQ Global Markets Intelligence (GMI) Research Analytics intellectual property and competitive landscape
• Proactively contact wholesalers and financial advisors to discuss IAS investment strategies to gather and retain assets
• Document and follow up on sales leads generated by inbound calls and SP Capital IQ website
• Conduct conference calls with wholesalers and financial advisors to discuss IAS investment strategies
• Ensure compliance with internal and external rules, policies and procedures as well as regulatory requirement
• Maintain and update CRM (Salesforce.com) system with relevant activities
Qualifications
Required:
• Bachelors degree required
• Strong presentation, communication, and organization skills required
• Solid planning, writing, presentation skills, and client-service focus and a must.
• Minimum of 3 to 5 years related experience in asset management industry in a sales or wholesaling function – ideally working at a Third Party Investment Strategist or Turnkey Asset Management Program firm
• Must have knowledge of asset allocation strategies and equity strategies or experience with the sales of other financial products – Mutual Funds, Fund of Funds, ETFs, Separately Managed Accounts, Variable Annuities
• Must have understand how investment product manufacturers (e.g. Insurers, Asset Managers, Turnkey Asset Management Programs) interact with distributors (e.g. Broker Dealers, RIAs)
• Ambitious, out-going, competitive person who also possesses consultative, intuitive and dynamic problem solving skills
• Familiarity with Salesforce.com a plus
About SP Capital IQ and McGraw Hill Financial
Be part of the team that provides smart investors with even smarter data at SP Capital IQ.
A career at SP Capital IQ puts you in a position to be indispensable to institutional investors, investment advisors and wealth managers around the world.
SP Capital IQ delivers in-depth intelligence across asset classes and capital structures, bringing together key capabilities in research, strategy, evaluation, analysis, data solutions and risk mitigation under one roof.
Every day, more than 4,200 financial firms turn to us for real-time research, data and analytics on more than 92,000 companies.
Your innovative thinking will thrive in an agile, energetic and challenging work environment – get a high-tech start-up atmosphere backed by the stability of McGraw Hill Financial.
McGraw Hill Financial includes Standard Poor’s Ratings Services, SP Capital IQ, SP Dow Jones Indices, J.D. Power, Platts, McGraw Hill Construction and Aviation Week. Together, we’re the foremost providers of essential intelligence for the capital and commodities markets.
Learn more at www.mhfi.com/careers
McGraw Hill Financial is an equal opportunity employer. Only electronic job submissions will be considered for employment. For special accommodation due to disability, please email webmaster -at- mcgraw-hill.com and your request will be forwarded to the appropriate individual.
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