Business Development Associate, EB-5

Description

• Engage and serve the needs of existing partners, train their associates and advise their clients on Peachtree Group’s EB-5 investment
• Given the remote environment, we require each team member to communicate and pre-approve travel requests, remote working locations and be on camera for both internal and external meetings and calls.
• Partner with the business development team to create and manage HNI-focused investor events including partnering with firm’s existing alliance partners and attend on the firm's behalf.
• Work in partnership with the business development team to outline quarterly goals, annual budgets and reporting.
• Understand and track prospective client pipeline in Peachtree Group’s CRM to efficiently manage your time and prioritize Submit meeting reports, track and nurture leads to conversion.
• Conduct 1x1 meetings with qualified HNW investors, answer questions and handle objections and navigate a prospect through the sales funnel.

Requirements

• Do you have excellent communication skills in English, (verbal and written)? Additional languages a plus.
• Have you spent at least 3 years in a client and/or partner facing environment, preferably in a financial services firm?
• Strong time management, organizational and problem-solving skills. Ability to handle peak workloads, multiple assignments and produce results.
• Ability to inspire and motivate the team to deliver high levels of performance.
• Do you have sales experience with transactional, High Net worth Investors (HNWI)?
• Are you able to establish credibility and influence with institutional and individual investor communities or have access to prestigious networks (professional/alumni/clubs/associations)?
• Do you have an in-depth understanding of the financial and investment markets and the ability to establish new relationships?
• Are you confident in meeting people, discussing what you do and are you able to navigate through complex networks?
• Be highly effective in forging working relationships with team members and business counterparts such as Peachtree Group’s various internal teams.

Benefits

Training + Development

Interview process

Visa Sponsorship

Security clearance