Business Development Specialist
Not Disclosed•Full-TimeOn-site
location_on1536, East 77th Street, Florence-Firestone, Firestone Park, Los Angeles County, California, 90001, United States
About the Role
The Business Development Specialist serves as a strategic partner to Senior Business Development Officers (BDOs), focusing on cultivating new client relationships through established channels of influence, including CPAs, trust attorneys, and pension administrators. This role is designed to expand the firm's reach by researching and creating new networking opportunities while simultaneously growing the Specialist's own professional network.
Working in tandem with BDOs, the Specialist helps craft and execute sales strategies, communicates the firm's messaging to centers of influence, reviews prospective client portfolios, and manages the creation of marketing materials and events. A core component of this position is a structured mentorship program where the Specialist is trained by BDOs in the firm's investment methodology, messaging, and business development approaches. The role is built with a clear growth trajectory, with the expectation that successful Specialists will eventually be promoted to a BDO position within the firm.
Work location
Work model: On-site
1536, East 77th Street, Florence-Firestone, Firestone Park, Los Angeles County, California, 90001, United States
Firestone Park, California
Key Responsibilities
- check_circleDevelop new client relationships through existing channels of business
- check_circleReview prospective client portfolios
- check_circleCraft and review marketing materials
- check_circle
Similar Job Opportunities
Skills, education and keywords
Education: Bachelors degree required.
Frequently asked questions about Business Development Specialist at Westmount Partners
What does a Business Development Specialist at Westmount Partners do?expand_more
In this Business Development Specialist at Westmount Partners role, you will develop new client relationships through existing channels of business; review prospective client portfolios; craft and review marketing materials; and set up marketing events.
What are the requirements for this Business Development Specialist role?expand_more
Westmount Partners is looking for candidates who meet the following requirements: Bachelors degree; 5+ years in the financial services industry; CFP designation (desirable); and Existing relationships with centers of influence (desirable).
Where is the Business Development Specialist role at Westmount Partners located?expand_more
Business Development Specialist at Westmount Partners is based in 1536, East 77th Street, Florence-Firestone, Firestone Park, Los Angeles County, California, 90001, United States. This is a on-site role.