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Look no further if you are looking to work with one of the nations leading Wealth Management Groups. KDS has partnered with this leading group to help them identify their Business Development Analyst.

If your aspirations are set high, then this is the group you will want to join. Our client is a leading and prestigious advisory group on Wall Street.

  • One of the top teams in the country
  • Manages over $2bln in client assets.
  • Advises some of the firm’s most valuable clients in Manhattan and East Hampton
  • Very well known on the street as a top producer in the industry
  • Industry-leading comprehensive benefits package
Position Title: Business Development Analyst
Location: Midtown, NYC - Onsite

This is an amazing opportunity to join a premier global financial services firm. The Business Development will work with an established team of financial advisors servicing high-net-worth clients. We are looking for someone whose focus is to become a Financial Advisor within the team. The role will be incorporated into a 30-month program that includes individual, group, and self-learning. Success requires talented people who are excited about being team players and can apply critical thinking skills in a fast-paced environment and be comfortable making outgoing contact with clients and prospective clients.

  • 1-3 years of related work experience
  • Previous sales experience preferred
  • Must have Series 7 and 66 required within 4 months of the start date
  • Working with Financial Advisors to identify prospective clients; develop target pipelines, contact prospective clients, and schedule meetings with pipelines to initiate new business
  • Candidate must be organized, detail-oriented, take initiative, have strong interpersonal skills and a positive attitude, and be prepared to transition into a commission-based sales role
  • Entrepreneurial, motivated, and willing to be coached

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