Wealth Partners Capital Group ("WPCG") is a West Palm Beach, Florida-based financial services holding company. WPCG was launched in June 2017 and currently has capital investments in eight large wealth management firms. WPCG's mission, in partnership with these eight firms, is to assist with strategic growth, via both M&A and direct outreach to potential clients and JV partners. Since its inception, WPCG has closed 143 transactions on behalf of its partner firms, which have added approximately $55 billion to their assets under management .
WPCG is seeking to hire a Business Development / Sales Associate. The Sales Associate position at WPCG is a sourcing and business development role. In this newly-created position, the Sales Associate will focus on outreach to 401k/retirement plans as well as CPA firms and other potential prospects on behalf of our partner firms. Day to day responsibilities include identifying and screening potential prospects, email and phone outreach to those prospects, and scheduling and attending new business meetings. Successful Sales Associates will have the opportunity to accompany our partners advisory teams on initial calls / meetings, while getting a look into the sales cycle (from initial conversation through structuring, negotiation, and signing).
Individuals who demonstrate impressive business development success over the course of two to three years with WPCG will have the opportunity for advancement in a Corporate Development role at one of WPCG's partner firms.
Duties and Responsibilities
Responsibilities include, but are not limited to, the following:
- Managing outreach to potential clients and JV partners across multiple geographies
- Planning and coordinating initial calls / meetings with senior partner firm colleagues
- CRM management
- Other outreach and team responsibilities as assigned
Skills and Qualifications
Skills and qualifications include:
- 1-2 years working experience in a (outbound) business development role
- Demonstrable history of successful business development results
- Experience with RIAs and Financial Advisors, a plus
- Bachelor's degree
- Strong attention to detail and accuracy
- Proficient in CRM, PowerPoint, MS Office
- Detail oriented with a focus on accuracy
- Excellent sales capabilities and communication skills
Other Position Requirements
- Based in New York City or West Palm Beach, FL
- Compensation package ranges from $90-110k per year, commensurate with experience
- Benefits: Excellent