Assistant Business Development Manager

About the role

Triad Financial Services is a leading provider of financial services and solutions, serving clients worldwide. We are seeking a highly motivated and skilled Assistant Business Development Manager to join our team. The incumbent will identify and secure partnerships with depository and non-depository institutions to expand Triad’s Investor Base. The Assistant BDM will demonstrate knowledge of Triad’s Business Model to Senior Executives at banks, credit unions, private equity firms, life insurance companies, and other potential partners. This role acts as the single point of contact with financial institutions and collaborates with various Triad departments to implement loan purchase programs.

Responsibilities

• Develop new and manage lending relationships with financial institutions.
• Execute convention strategies by participating in banking, credit union, and industry-related conferences.
• Monitor and evaluate industry trends; meet regularly with managers and stakeholders to discuss strategy.
• Generate new leads and referral sources; identify and contact decision-makers; screen potential business opportunities.
• Manage loan programs in line with strategies and facilitate pitch logistics.
• Develop and implement overarching outbound sales and business development strategy, marketing, sales processes, structure, and best practices across the company.
• Support deal structure and pricing with business-value analysis; negotiate mutually acceptable prices for proactive bids and proposals.
• Facilitate Triad-specific due-diligence items with financial institutions to ensure a complete understanding of organization, policies, procedures, compliance, and other items.
• Maintain and share professional knowledge through education, networking, events, and program presentations.
• Manage the proposal response process, including detailed RFP requirements, content creation, and inputs from various sources.

Requirements

• Bachelor’s degree in marketing, business, or a similar area.
• About five years of proven sales experience in business or a related area.
• Exceptional communication and presentation skills, both written and verbal, to express technical and non-technical concepts clearly.
• Technical skills to create proposals and find solutions using software programs and tools.
• Excellent organizational skills to meet goals and set priorities.
• Proactive, organized, and able to handle work under stressful and uncertain environments.

Physical Demands

• Ability to safely and successfully perform essential job functions consistent with ADA, FMLA, and other federal, state, and local standards, including meeting qualitative and/or quantitative productivity standards.
• Ability to maintain regular, punctual attendance consistent with ADA, FMLA, and other federal, state, and local standards.
• Must be able to talk, listen, and speak clearly on the telephone.
• Able to sit at a workstation for prolonged periods of time.
• Must be able to physically type.