Job Summary

New Edge Capital Group is seeking a results-oriented individual to drive lead generation through branch referral programs. As a Business Development Associate, you will be responsible for building relationships with financial advisors, helping them leverage our comprehensive wealth management solutions to better serve their clients. Your role will involve actively participating in branch referral activities and fostering strong partnerships within assigned regions to drive growth and maximize client engagement.

Responsibilities

Effectively articulate and present our value propositions to prospective new business clients
Collaborate with branch teams
Source and identify new business opportunities and deliver exceptional client outcomes
Build strong relationships with financial advisors, providing education and support to their clients and investors
Participate in prospective client meetings and branch referral activities
Create proactive, off-schedule communication and engagement opportunities in person or virtually, while adhering to strict program guidelines
Manage early-stage client interactions before transition
Requires up to 50% travel

Qualifications:

1-3 years experience in a similar program at a Top 25 firm
Proven track record of success in converting referrals into long-term business opportunities
Financial services wholesaling experience is highly desirable

All Business Development Associates must have a clean U4 with no disclosures.