Support senior management in prospect and client discussions for new business and services
Prepare fee analyses, proposals, and client agreements
Lead cross-functional projects to capture and analyze client and company information from multiple sources
Manage team open item list and follow up on outstanding items
Track pipeline of prospective, transitioning, and existing clients and service requirements
Maintain a large volume of client agreements and database of negotiated terms and conditions
Provide regular reporting and ad hoc analyses as requested

Bachelor’s Degree from four-year college or university
3 -6 years’ experience in financial services and/or sales operations
Exceptionally organized and detailed-oriented with the ability to meet a strict standard of quality and accuracy
Strong verbal and written communication skills
Ability to work effectively with senior management
Proficient in MS Office (Excel, Outlook, Word, Power Point)

Supervisor, Business Development Support

Key skills