Business Development Associate Position Available In Suffolk, Massachusetts

Business Development Associate Moors & Cabot Inc – 3.8

Boston, MA Job Details Full-time Estimated:

$59.4K – $77.3K a year 9 hours ago Benefits Disability insurance Health insurance Dental insurance Flexible spending account Paid time off Vision insurance 401(k) matching Life insurance Qualifications Google Workspace ERP systems Mid-level Microsoft Office Bachelor’s degree Recruiting Organizational skills Financial services Business Communication skills Time management Full Job Description Position Summary In this position, the Business Development Associate, will be responsible for the overall administrative, “traffic coordination” and task management within the Moors & Cabot Growth Office. As a key member of the Growth team, this person will be forward-thinking, organized, a strong communicator and eager to contribute to an established but evolving team. Role Description In this role, the Business Development Associate will perform administrative tasks such as coordinating logistics amongst the Moors & Cabot Growth Team for both internal and external communications. This role is responsible for drafting outreach documents, assisting in travel arrangements and coordination, processing expense reports and scheduling meetings. In addition, this position leverages an understanding of the company’s vision and mission to support goal achievement through relationship development tasks. Business development responsibilities include assisting in the creation and implementation of business plans, sales materials, presentations, and reference documents. Additional responsibilities include conducting market research to inform recruiting strategies, supporting relationship management efforts, and identifying potential opportunities within the financial advisory sector. The role also involves supporting the identification of new business opportunities in collaboration with recruiting partners and executive networks. This full-time role reports to the Chief Growth Officer. Working hours are Monday – Friday 8:30 AM to 5:00 PM EST. This role is hybrid, and requires 3 days in the office per week. Role Responsibilities Source prospective candidates (Financial Advisors, Associate Financial Advisors, etc.) through various channels, such as LinkedIn, job postings, SuccessionLink and other technologies and relationships Draft outreach documents Assist in the creation and implementation of business plans, sales materials, presentations, and reference documents Provide weekly status reporting and opportunity identification to the Growth Team Help coordinate strategic partnerships internally (various M&C departments) and externally (recruiting partnerships) to drive business development. Conduct weekly and monthly check-ins with candidates and recruiters regarding candidate statuses Provide and receive suggestions for process improvements with transparent feedback and a collaborative approach Review recruiting contracts and provide revisions General Growth Office administration Calendar management and scheduling Central point of contact for

CGO:

managing timelines, due dates, ensuring objectives are met, commitments delivered and that all “trains are running on time” Project management Assist in travel arrangements and coordination Process expense reports Operational management of the recruiting process Gather data and update recruiting funnel on Monday.com Engage with recruiters and candidates regarding scheduling meetings, next steps, etc. Craft and distribute monthly email campaigns to potential prospects & recruiting partners Coordinate with the Risk Mitigation and Income Solutions Team to organize cases and follow up with communications to various relevant departments Key Measurements Ability to manage multiple projects and workstreams Ability to develop and maintain relationships with recruiters, financial advisors, teams and internal stakeholders Accomplishment of recruiting funnel metrics and goals by quarter and yearend Revenue growth for the firm, FP headcount, funnel health and momentum Activity volume measured from scheduled meetings, new names added to the funnel and moved through various stages of funnel, communications, adoption of new tools and professional development courses Minimum Requirements Bachelor’s Degree in business or a related field Experience in achieving KPI metrics & quotas Confident in using Microsoft Office Suite and Google Suite Competence or ability to learn efficiently Concur, AOS, RedOak, RedTail, MoneyGuidePro, Monday.com (or similar ERP and CRM software) Advanced time management and organizational skills Excellent written and verbal communication skills Strong interpersonal and relationship building skills Analytical and detail-oriented Ability to adapt in a fast-paced environment Preferred Requirements At least 2 years of relevant experience in the financial services industry (strongly preferred) Relevant experience in a recruiting or staffing environment Securities licenses a plus (dually registered BD/RIA) Compensation and Benefits Salary commensurate with experience

Total Rewards Benefits Package:

Medical, Dental & Vision Short Term Disability, Long Term Disability, Life Insurance, and optional Supplemental Life insurance for employee, spouse, and dependents 401k plans with yearly match Flexible spending accounts Identity Theft Protection insurance Critical Illness and Accident insurance plans

PTO:

vacation, personal days, sick time, and volunteerism day to encourage community involvement About Us Since its founding in 1890, Moors & Cabot and its people have defined the meaning of financial services. The firm has participated in the retail sale of stocks and bonds to individuals and the institutional sale of stocks and bonds to most of Boston’s money management firms. In addition to specializing in wealth management through full service registered representatives, Moors & Cabot offers investors additional investment tools such as cash management accounts, retirement planning, mutual funds, annuities and other insurance products. Moors & Cabot is an equal opportunity employer. All aspects of employment including the decision to hire, promote, discipline, or discharge, will be based on merit, competence, performance, and business needs. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law. We utilize the Department of Homeland Security’s employee authorization program, E-Verify. E-Verify confirms employment eligibility by comparing the employee’s Form I-9 information entered in E-Verify by the employer with the information in records available to SSA and/or DHS.