layiq

/la·yiq/adjective

worthy; deserving; fitting; suitable.

A role, opportunity, or path that merits attention, time, and pursuit.

Business Development Officer at Osaic | LAYIQ

Establish, grow and maintain effective relationships with potential clients and their referral sources, financial professionals and attorneys.
Represents the company in various business development and industry related functions to further enhance the company’s image and develop additional business.
Tracks pending items, maintains communication with clients and business partners, and follows up with onboarding staff to ensure all necessary information is provided in a timely manner for the trust to be properly onboarded.
Acts as a key client contact throughout the onboarding process to ensure seamless transition, as well as a point of escalation for exceptions to the process.
Ensures that the business development/sales process is running efficiently; makes regular recommendations to ensure the process is optimized.
Creates and gives presentations to groups of anywhere from 2-200 about the benefits of trust services.
Coordinates with team members to ensure communication about processes and associated timelines are reflected accurately in marketing materials and presentations.
Prepares material, content and scripting for training and education of clients, associated referrals, and internal new hires.
Participates in company meetings and provides updates to management and Premier Trust teams as necessary.
Enters and maintains Salesforce business development data and production of the new business, management, and similar reports
Recommends improvements to workflow and processes on an ongoing basis
Manages staff as appropriate or as designated by Director of Business Development
Develops and trains staff in accordance with Premier Trust and Osaic guidelines
Sets an example by reflecting corporate values and encouraging that from others
May be asked to create or edit marketing pieces and update collateral
Coordinates and conducts communication with prospects and business partners
Assists in planning and organizing conferences and events; includes presentation prep, materials needed, coordination of shipping, and reservations
Organizes and maintains business development materials: Maintains and/or contributes toward corporate collateral
Prepares reports as requested
Other duties and ad hoc projects may be assigned to assist in efforts toward the company goals.
Maintains strict confidentiality of all records and data received and produced
Complies and stays current with all applicable company policies, state laws and regulations
Exhibits objectively and openness to others’ views; gives and welcomes feedback; contributes to building a positive team spirit.
Treats people with respect; keeps commitments; Inspires the trust of others; works with integrity and ethically; upholds organizational values; accepts responsibility for own actions
Understands business implications of decisions; displays orientation to profitability, demonstrates knowledge of market and competition; aligns work with strategic goals
Follows policies and procedures; completes administrative tasks correctly and on time; supports the company goals and values
Performs the position safely, without endangering health or safety to himself or herself or others, will be expected to report potentially unsafe conditions. The employee shall comply with occupational safety and health standards and all rules, regulations and orders issued pursuant to the OSHA Act of 1970, which are applicable to one’s own actions and conduct
Ability to work independently and in a team environment
Comply with all company policies and procedures, state laws and regulations
Complies with Bank Secrecy Act (“BSA”), OFAC Anti-Money Laundering (“AML”), and USA PATRIOT ACT policies and procedures, by properly verifying the identity of any person/entity with fiduciary responsibility on an account and maintaining records of the information used to verify the person/entity.
Report any customer suspected of suspicious activity, including elder abuse, immediately to the BSA/Compliance Officer
Participate in required annual BSA/AML/OFAC and Compliance Training
Education Requirements: Bachelor’s degree preferred, high school diploma (or equivalent) in combination with significant experience will be considered in lieu of degree. Minimum of high school diploma or equivalent is required.
Basic Requirements: 2-3+ years of related experience and/or training or the equivalent combination of education and experience.
Advanced skills in and personal computer operation; word processing, spreadsheet (e.g., Microsoft Word, Excel, etc.) programs.
Typing skills to meet production needs of the position.
Ability to read, analyze and interpret general business periodicals, professional journals, and technical procedures.
Advanced knowledge of general office practices.
Ability to define problems, collect data, establish facts, and draw valid conclusions.
Advanced math skills; calculate interest and balance accounts; add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions, and decimals; locate routine mathematical errors; compute rate, ratio and percent.
Advanced oral, written and interpersonal communication skills with the ability to apply common sense to carry out instructions, interpret documents, understand procedures, write reports and correspondence, speak clearly to customers and employees.
Advanced organizational and time management skills.
Ability to work without general supervision while performing duties.
Ability to write effective forms of communication.
Preferred Requirements: Trust Administration, Financial Industry or Estate Planning experience preferred, but not required. Educational experience, through in-house training sessions, formal school, or financial industry-related curriculum, should be business or financial industry-related.
Current Employees and Contractors Apply Here

Business Development Officer

Employer job description

Location(s):

Summary:

Responsibilities:

About this listing