Business Development Advisor

Overview: The Private Client Business Development role is an ideal opportunity for a highly motivated professional with a passion for creating new business and converting opportunities to join a growing and respected Private Client practice at a well-established and federally registered investment advisor managing individually managed accounts and mutual funds. As a member of the Private Client team, the Private Client Business Development Advisor will be responsible for identifying and cultivating relationships with prospective clients on behalf of the firm to arrange introductory calls and face to face meetings with members of the Private Client team. This individual will have a broad understanding of wealth management practices and investment strategies and will be comfortable articulating the companys Private Client services and investment offerings. Sourcing new leads for the Private Client team will be critical to success in this role. This individual will also be responsible for building and managing long-term relationships with referral sources. A strong team player and communicator, the Private Client Business Development Advisor will partner actively across the companys internal platform to deliver an outstanding prospective client experience and represent the firm in a professional manner and maintain a high level of product and portfolio knowledge.

The company takes inclusion seriously and expects every team member to share the companys values and to respect differences in the pursuit of our shared goals.

RESPONSIBILITIES:

• Reviews entity documentation for the formation and maintenance of legal entities, specifically including limited liability companies and corporations, in all US jurisdictions
• Reviews and/or directs the drafting of various ancillary legal entity documents, including operating agreements, consents, officer certificates
• Reviews and analyzes commercial contracts related to IT, real estate, construction, art and addresses risk management and confidentiality
• Partners with internal staff and external third parties on completing legal documents and transactions as needed
• Works with outside legal counsel as needed
• Manages data integrity related to Pisces database for all legal entities and understands the outflow of the data and impact on internal teams
• Performs legal and tax research as needed
• Maintains an organized system of electronic and paper file records in conjunction with the documents management team
• Assesses the urgency of situations and determines appropriate actions, monitors status of pending items, and provides updates/feedback to appropriate team members
• Accesses, processes, and ensures the confidentiality and control of information
• Conducts and assists with coordination and tracking of other legal services as necessary
• Performs other related duties as requested

QUALIFICATIONS:

• CA licensed attorney with at least 3 years experience in a law firm or legal department doing corporate and/or real estate transactions
• Strong academic background
• Knowledge of contracting principles and best practices
• Excellent legal writing and communication skills
• Detail-oriented and accurate
• Pro-active and reliable
• Proficient with Microsoft Office products, Salesforce, Asana
• Strong organizational skills
• Ability to work in a team environment but independently motivated
• Service oriented and can do attitude
• Good judgment and ability to maintain confidentiality