Smith Harvey Associates

Business Development Associate

Smith Harvey Associates - Boston, MA

Business Development Associate


Our client, an investment management firm founded in 1988 is looking for a high-energy intellectual with the ambition and imagination to help shape the asset management business. In your role within the Investor Relations team, you will:

• Contribute to customer discovery for investment advisory, investment management, and private wealth.

• Participate in product and commercialization strategy.

• Design and implement marketing initiatives for new and existing products.

• Maintain third-party databases and business development materials.

• Gain commitments from prospects.

• Support existing and new clients.


Why this client might be great for you This is a rare opportunity to learn, grow, and help shape the commercialization of exciting and sophisticated portfolio strategies. You will work closely with principals and portfolio managers.


Required Qualifications

• Bachelor’s degree required (Finance major preferred)

• 1 – 3 years of experience

• Willingness to obtain necessary professional licenses as needed (e.g., Series 3, Series 65)

• Exceptional and persuasive communication skills, written and oral

• Reliable, disciplined, and positive work ethic

Posted On: Tuesday, December 7, 2021

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