"Alerted.org

Essential Duties and Responsibilities

+ Responsible for executing strategic business development plans in partnership with the leadership team for the group.

+ Manage client and prospect relationships specific to business-driven objectives.

+ Preparation, development, and presentation of pitch and marketing materials for all constituents listed above.

+ Assistance in managing the team’s CRM system to ensure timely and effective follow ups related to deal tracking, origination timelines, and ongoing interaction detail.

+ Execute client, prospect, and professional events in the effort to generate new investment banking business and establish new productive relationships.

+ Apply financial analysis, business experience, and technical knowledge to generate client leads, while advising business owner clients and prospects on their strategic options.

+ Communicate in a clear, concise and relevant manner to assist and guide decision-makers regarding client opportunities.

+ Convey a genuine interest in, and understanding of, the clients’ businesses and industries, and provide both broad and specific information and suggestions for improving the business.

+ Bring together the most appropriate RJIB team to provide exceptional service to the client.

+ Ensure that any professional, technical, or client service problem or request is resolved in a timely manner and by the appropriate people and resources.

+ Produce factual and accurate information for presentations to clients and senior management.

+ Review progress of assignments with senior team members.

+ Perform other duties and responsibilities as assigned.

Knowledge, Skills, and Abilities

Knowledge of:

+ Advanced investment concepts, practices, and procedures used in the securities industry.

+ Advanced transaction structure and process.

+ Advanced client relationship building and management.

+ Advanced concepts, principles, and practices of Investment Banking.

+ Financial markets and products.

Skill in:

+ Communicating effectively with different types of professionals.

+ Exceptional presentation talent.

+ Time management and ability to multitask (critical).

+ Identifying trends and implementing appropriate action.

+ Analyzing and interpreting financial statements.

+ Analytical skills sufficient to assess and explain events in the market.

+ Problem solving skills and the ability to think independently sufficient to market ideas.

+ Participating in networking and social situations with various professionals.

Ability to:

+ Communicate effectively, both orally and in writing, with all levels of the organization, including senior management.

+ Balance conflicting resource and priority demands.

+ Partner with other functional areas of the firm and broader industry to accomplish objectives.

+ Plan, assign, monitor, review, evaluate and lead the work of others.

+ Attend to detail while maintaining a big picture orientation.

+ Interpret and apply policies and identify and recommend changes as appropriate.

+ Work independently as well as collaboratively within a team environment.

+ Establish and maintain effective working relationships at all levels of the organization, including negotiating resources.

+ Project a positive, professional image to both internal and external business contacts.

+ Convey information clearly and effectively through both formal and informal discussions.

+ Facilitate meetings, ensuring that all viewpoints, ideas and problems are addressed.

+ Excel in client-facing and external-facing situations by providing real insights while remaining personable and credible.

Education/Previous Experience:

+ Bachelor’s degree in business administration or related field and a minimum of two (2) to five (5) years of experience in the financial services industry.

+ OR ~

+ Any equivalent combination of experience, education, and/or training approved by Human Resources.

Licenses/Certifications

+ SIE required provided that an exemption or grandfathering cannot be applied.

+ FINRA Series 7 or 79 License is ideal, and will be required within six (6) months of hire.

+ FINRA Series 63 or the ability to obtain within six (6) months of hire.

**Travel Required:** Yes, up to 20% of the Time