Note: The job is a remote job and is open to candidates in USA. Rise Growth Partners is a growth-capital firm focused on accelerating the growth of wealth management firms. The Business Development Associate will drive outreach efforts to engage wealth management firm owners and support the business development team with organization and pipeline management.
Responsibilities
- Own day-to-day, high-volume outreach – calls, emails, texts, and LinkedIn – to initiate conversations with firm owners, executives, and advisors
- Build, refine, and monitor multi-touch outreach campaigns, and follow up persistently to generate qualified conversations
- Conduct thematic and industry research to build and refine lists of high-priority prospects across the wealth management and RIA landscape
- Nurture and manage relationships with prospects throughout the investment process, serving as a key point of contact
- Support team with deal tracking, deal activities (pre + post-meeting), maintaining updated deal notes, and follow ups on next steps and meeting coordination
- Track market developments, competitor activity, and industry trends to support origination strategies and inform internal discussions
- Collaborate with investment team members to coordinate diligence, communications, and ongoing interactions with potential partners
- Preparation of internal deal assets (i.e. firm information, notes, etc.), coordinating meeting logistics
- Maintain and Update Salesforce CRM
- Ensure clean, accurate, and current data for reports and outreach
- Handle scheduling, reschedules, and repetitive tasks (spreadsheet formatting, Egnyte uploads, Salesforce hygiene)
Skills
- 2–5 years of post-college professional experience, ideally in business development, sales, or customer service within the wealth management, financial services, or private equity industry
- Strong communication and interpersonal skills
- Strong ability to draft polished written communications (internal & external), comfortable interfacing with senior executives
- Demonstrated ability to source and manage client or partner relationships
- Outreach & campaign execution: ability to craft relationship-forward outreach emails and build effective multi-touch campaign sequences (e.g., in Salesforce Account Engagement)
- Reporting & analytics: comfortable pulling and interpreting campaign and pipeline data and translating it into clear, actionable summaries
- Organized, detail-oriented, analytical. Able to manage multiple trackers, calendars, and workflows simultaneously without missing details
- Precision with data entry, scheduling, and document prep
- Results and outcome driven; Proactive problem solver with the ability to lead projects to successful completion, resourceful in finding solutions, and comfortable working independently
- CRM & Data Proficiency; Comfortable with Salesforce, Microsoft Suite, Excel
- Project & Task Management; ability to prioritize tasks and keep moving pieces aligned
- Tech-Savvy & Quick Learner; ability to adapt to new platforms and systems quickly, with ability for leveraging tools to make processes more efficient
- Ability to juggle multiple moving parts with accuracy
- Mindset: Entrepreneurial, resourceful, tenacity, overcoming rejection, and motivated by growth. Proactive
- Familiarity with the wealth management landscape, including RIAs and independent advisor platforms, strongly preferred
- Immediate start date preferred
Benefits
- Fully remote role.
Company Overview