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Business Development Associate

Employer
KBI Global Investors
Location
Boston, Massachusetts (US)
Salary
Competitive Salary + bonus
Closing date
Oct 18, 2024
View moreView less
Job Function
Institutional Sales, Relationship Management, Wholesale Sales
Industry Sector
Asset Management
Employment Type
Full Time
Education
Bachelors

Business Development

Associate

The Role

KBI Global Investors Ltd (KBIGI) is looking for a dynamic Business Development Associate candidate to join our sales team in Boston. Our successful candidate will seek to support the existing sales team to source new business while maintaining and developing existing client relationships.

 

About KBIGI

KBIGI is an institutional asset manager headquartered in Dublin, Ireland with a sales office in Boston, and is part of the Amundi Group. The company is a specialist equity boutique with expertise investing in Global Equity total return and Natural Resource strategies.

A strong commitment to Responsible Investing (RI) issues runs in our veins and we have managed RI strategies for decades.

Our US Business Development Unit, based in Boston is responsible for the marketing, sale and servicing of KBIGI products to the US market across multiple channels: consultants, institutional and wholesale. North America is a key part of KBIGI’s overall business strategy and long-term growth.

 

Why KBIGI?

KBIGI work culture is rich in values and ethos. Creating the right environment for our staff is paramount to our success.  At KBIGI, we have designed the business around specialist investment teams. This focus on specialisation is extremely important in allowing us to generate excess return for our clients. Our business development teams are structured by region, with our business development executives covering each channel (consultants, institutional and wholesale) within that region.

We strive to develop an inclusive and diverse workforce as we believe this is fundamental to a great company culture and better business overall. We’re not looking for a “perfect candidate”; we’re looking for the right individual who shares our values and believes in our mission. So regardless of your background or how you identify, we encourage you to consider joining our team. We're only as good as our team, and we want you to be a part of it.

 

The Responsibilities

  • Familiarize yourself with the company's vision and mission, seeking to accomplish KBIGI’s goals and objectives by contributing to the success of the KBI team
  • Helping to achieve new business targets across the US market
  • Establishing and developing close links with the relevant intermediaries in the US market in collaboration with the sales team
  • Conducting market research and identifying potential clients
  • Implementing a detailed calling program for clients and prospects
  • Following up leads with written proposals
  • Maintaining and improving existing client relationships to maximise new business opportunities
  • Organising and conducting meetings with clients and prospects
  • Maintaining up to date information on all customers, leads and contacts within the company CRM
  • Contribute to the production of marketing collaterals, RFPs, databases inputs
  • Represent KBIGI in a professional manner in the marketplace and in the office
  • Attend and contribute at team meetings
  • Developing regional sales strategy plans
  • Become Product Champion for a KBIGI strategy as required
  • Some travel required for the role.

 

About You

If you are passionate about equity markets and sustainable investing, have a talent for selling and want to join an experienced team, you can contact us about this exciting opportunity.

 

Education & Preferred Qualifications

  • Primary or further degree in Sales/ Marketing /Finance or other
  • Relevant experience and proven record of business-to-business sales in the financial services environment
  • Series 63, Series 6 and/or Series 7 certification preferred but not required
  • Proficiency in Microsoft Office suite and experience with CRM an advantage

 

Candidate Abilities

  • A sound level of knowledge of the investment markets and investment products
  • An achievement-oriented initiative-taker who nevertheless can work as part of a team and collaborate successfully to meet the company’s sales objectives
  • Flexibility to adapt to a rapidly changing business environment
  • Has the ability to work independently
  • Ability to manage multiple projects simultaneously and work under pressure
  • A level of ability to sell products to clients and prospects
  • Excellent interpersonal and communication skills
  • Excellent report writing skills
  • Ability to present successfully to an audience
  • Strong organization and project management skills

 

The Benefits

  • Competitive Salary Base plus bonus structure
  • Competitive Annual Leave
  • Healthcare for family and dependants
  • Health, Wellness and Family allowance entitlement
  • Hybrid remote (up to 2 days WFH)
  • Educational support and training as required

 

How to apply?

If you are interested in this role and joining KBI Global Investors, please send a cover email and your resume to HumanResources@KBIGI.com and simon.padley@kbigi.com

Supporting Documents for Business Development Associate

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