Job Summary NewEdge Capital Group is growing its Business Development team and is looking for a relationship-builder who thrives on the phone and wants a front-row seat to how independent RIAs are built. The Business Development Associate is often the first voice a financial advisor hears from NewEdge — introducing the firm’s value proposition, warming up the conversation, and handing off qualified advisors to the Business Development Director for deeper discussions. The role suits someone early in their financial services career who is comfortable with high-volume outreach, wants exposure to M&A and industry trends in the RIA space, and is motivated to build toward a securities-licensed career path. Location: New Orleans, LA preferred — remote candidates will be considered. Responsibilities - Spend at least 75% of time each week on outbound calls and emails to financial advisors, educating them on the benefits of an RIA relationship and affiliation with NewEdge Capital Group; introduce the Business Development Director and schedule follow-up meetings.
- Build and maintain a network of financial advisor relationships via LinkedIn and other professional platforms.
- Attend local industry events and conferences to network and promote NewEdge Capital Group.
- Develop and maintain a working understanding of NewEdge Capital Group’s various business units.
- Support the Managing Director of Business Development and Internal Regional Directors with follow-up, task management, conference calls, marketing materials, and required onboarding documentation.
- Maintain Salesforce and related databases by entering information, uploading documents, and using drop-down menus for recruiting-related tasks.
- Maintain current knowledge of M&A activity in the financial services industry.
- Maintain current knowledge of industry trends and developments affecting financial advisors and RIAs.
- Generate ideas for outbound marketing campaigns targeting financial advisors.
- Attend all Business Development team calls.
- Perform additional duties as assigned.
Skills/Abilities - Bachelor’s degree in business, finance, or related field, or equivalent experience
- Prior experience in sales, business development, financial services, or a related field preferred; prior cold-calling or phone-based outreach experience a plus.
- Excellent verbal and written communication skills, with the confidence to make high-volume outbound calls.
- Proficient with Microsoft Excel, PowerPoint, and Salesforce.
- Self-motivated with strong organizational skills and the ability to manage multiple priorities in a fast-paced environment.
- Comfortable building rapport with financial advisors and other business professionals over the phone, email, and in person.
- Must obtain the SIE (Securities Industry Essentials) exam within 60 days of employment, and the Series 7 and Series 66 licenses within six months of employment.
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