Fast growing Multi - Family Office seeks a Business Development Executive.
· Drive new client acquisition in new and existing markets.
· Identify pipeline of prospective clients or referral sources by educating about and positioning our capabilities.
· Establish and maintain a network of key people in the industry and community.
· Create business development and/or acquisition strategies, generate leads, and maintain and expand referral sources.
· Develop and deliver customized prospective client proposals and presentations.
· Evaluate interested prospects to determine suitability.
· Develop the most complex and sophisticated new client opportunities. Call on new prospects as well as key centers of influence to position the full spectrum of our services and meet client needs.
· Cultivate referrals/leads, generate interest and collaborate with internal team to onboard new clients.
· Engage with management and/or partners to establish and execute the appropriate activities, tactics and strategies to identify and pursue new opportunities and successfully onboard new clients.
· Manage the sales process, identify the service team and facilitate the transition from prospect to client.
· Identify additional opportunities to optimize value and quality of prospective client's portfolio and business strategies.