Business Development Manager

Compensation: $70,000 - $75,000 + Quarterly Commissions

Responsibilities: What you will do

• Create and implement a business plan in collaboration with your Wholesaler partner in the assigned territory.
• Support the Wholesaler by proactively following up on meetings, road shows, events, and webcasts.
• Initiate phone and digital contact with clients and potential clients to expand relationships.
• Provide valuable advice and information regarding Purpose products and services to support advisors in a continuously changing business and environment.
• Effectively provide ongoing support to both dealers and brokers concerning fund & market trends as well as review portfolio profiles.
• Update daily call activities and maintain accurate advisor records within CRM (Salesforce) promptly.
• Maintain an up-to-date and thorough understanding of all Purpose Funds, market trends, and industry best practices.