Business Development Manager

Description:

Purpose Investments is looking for a Business Development Manager to join our sales team. The ideal candidate is a self-starter, highly motivated, and thrives working in a fast-paced, team environment. If you are passionate about building relationships and delivering an unmatched experience for your clients and have the desire to be a part of a growing firm and entrepreneurial environment, we would love to hear from you.

What will you do?

• Create and implement a business plan in collaboration with your Wholesaler partner in the assigned territory.
• Support the Wholesaler by proactively following up on meetings, road shows, events, and webcasts.
• Initiate phone and digital contact with clients and potential clients to expand relationships.
• Provide valuable advice and information regarding Purpose products and services in order to support advisors in a continuously changing business and environment.
• Effectively provide ongoing support to both dealers and brokers with respect to fund & market trends as well as review portfolio profiles.
• Update daily call activities and maintain accurate advisor records within CRM (Salesforce) in a timely manner.
• Maintain an up-to-date and thorough understanding of all Purpose Funds, market trends, and industry best practices.