Assistant Solutions Advisor

Duties and responsibilities

• Pipeline Generation & Business Development
• Build and manage a pipeline of qualified opportunities through outbound prospecting, networking, referrals, events, and strategic outreach efforts.
• Identify and engage decision-makers across targeted industries, including financial advisors, RIAs, wealth management firms, and other key market segments.
• Conduct discovery conversations to understand client needs and position BELAY's Assistant Solutions offerings appropriately.
• Manage opportunities from initial outreach through qualification, proposal discussions, and signed agreement.
• Partnership & Channel Development
• Develop and maintain channel, referral, and strategic partnership relationships that support ongoing lead generation and business growth.
• Build relationships with centers of influence and key stakeholders within targeted industries.
• Collaborate with the VP of Growth on partnership strategies and market expansion initiatives.
• Networking & Industry Engagement
• Represent BELAY at industry events, conferences, networking opportunities, and association meetings.
• Build and maintain professional relationships that contribute to long-term business development efforts.
• Identify emerging market opportunities and industry trends.
• Industry Expertise
• Develop and maintain an understanding of the financial advisory and wealth management services industry and related market segments.
• Utilize industry knowledge to effectively position BELAY's solutions and communicate value to prospective clients.
• Share market insights and client feedback with internal stakeholders to support business growth and marketing initiatives.
• Cross-Functional Collaboration
• Collaborate with Marketing on campaigns, event follow-up activities, and market growth initiatives.
• Partner with Sales to ensure a seamless transition of qualified opportunities through the sales process.
• Partner with Talent teams to communicate evolving client needs and market trends.
• Sales Operations & Reporting
• Utilize Salesforce, Gong Engage, or similar platforms to manage pipeline activity, forecast revenue, and maintain accurate customer records.
• Maintain accurate reporting and documentation of business development and sales activities.
• Travel when needed within assigned territories to support networking, partnership development, client meetings, and other business activities.

Qualifications

• 3+ years of successful business development, outbound sales, partnership development, and consultative sales experience.
• Experience within financial services, wealth management, banking, professional services, or related industries strongly preferred.
• Demonstrated ability to generate new business opportunities through networking, referrals, strategic partnerships, and proactive business development activities.
• Experience building and maintaining professional relationships with executive-level stakeholders.
• Strong written, verbal, presentation, and relationship-building skills.
• Strong organizational skills with the ability to manage priorities, follow through on commitments, and maintain attention to detail.
• Self-starter with a high level of ownership and accountability.
• Proficiency with Salesforce or comparable CRM platforms preferred.
• Ability to work independently in a remote environment while managing multiple priorities effectively.