Glenmede · 10 hours ago
Business Development Associate
Beachwood, OH
Full-time
Hybrid
New Grad, Entry, Mid Level
0+ years expGlenmede is a trusted partner for private wealth, endowment & foundation, and investment management clients. The Business Development Associate will support the Business Development team in identifying and cultivating new clients, while implementing business development strategies and maintaining prospect databases.
ConsultingFinancial ServicesInsurance
Responsibilities
Support the Business Development Team in implementation of a business plan and business development strategy
Assist in identifying and attracting new revenue from high-net-worth individuals, families, and endowments and foundations, including taking responsibility for documenting new opportunities in Salesforce
Identify and build lists of key influencers, intermediaries and centers of influence (e.g., attorneys, accountants, consultants) in target markets and properly document findings
Track prospect contact information for follow-up using Salesforce
Maintain and expand the database of prospects for Business Development Team
Maintain history of business development activity and call data
Analyze data to provide reports, access profitability, identify trends and make recommendations
Obtain all required documentation, prepare, submit, and monitor New Business Acceptance and Fee Exception Forms
Source new sales opportunities through research and follow-up with outbound calls and emails to establish meetings for the Business Development Team and schedule follow-up appointments with Business Development Officers
Leverage traditional as well as digital and social media in an effort to successfully prospect
Apply knowledge of financial markets, core products and services, and Glenmede requirements when interacting with prospects to effectively identify and meet their objectives
Proactively keep prospects updated on new product offerings and send prospects relevant product information (i.e.: market outlook materials, industry-specific research, etc.) which solidify and add value to the relationship
Help organize and execute events for clients and prospects, with an emphasis on follow-up strategies that increase the ROI of the events
Assist in the customization of presentation materials advocating the uniqueness of prospective clients and develop/implement marketing plans for proactive outreach
Participate Glenmede at relevant industry or firm conferences
Take an engaged role in firm-wide and private wealth group initiatives and projects, including technology integration, enhanced client service and increased productivity; take responsibility for implementing conclusions
Qualification
Required
Bachelor's degree
Up to 5 years of experience required preferably within financial services, fiduciary, wealth management or the investment arena
Preferred
Strong self-starter demonstrating initiative and resourcefulness
Proven communication skills, analytical ability, consultative, problem resolution skills; ability to probe and listen to help prospects clarify needs and objectives. Ability to gather and present data to evaluate and develop action next steps
Client-centric orientation and mindset, able to stay on top of prospect needs and initiate or prepare a timely response. Ability to manage prospects' expectations
PC proficiency, including Word, Excel, PowerPoint
Benefits
Competitive health and welfare benefits, including company HSA contributions
Numerous voluntary benefit choices available
Superior 401k match
Tuition reimbursement
Company subsidized commuter benefits
Generous paid time off, including parental leave
Plus more!
Company
Glenmede
We believe every client is a universe of one. Our commitment to clients is guided by our values and driven by the pursuit of excellence.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Joseph Coconate
Managing Director & Regional Head of Florida
Mark Parthemer
Chief Wealth Strategist & Florida Regional Director
Recent News
2026-01-11
Seattle TechFlash
2025-09-12
Company data provided by crunchbase