Business Development Associate

We need to output HTML fragment with sections: About the role? The posting includes Position Summary, Primary Responsibilities, Required Qualifications, Preferred Qualifications, Skills and Competencies, Physical Requirements, Compensation Range, Why Cerity Partners (benefits). Also maybe "About the role" heading? The instruction: use

for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). We should map sections accordingly. We must not repeat job title as heading. No Job ID etc. Remove boilerplate: EEO, etc. Remove application instructions. Also remove duplicated lines. We need to preserve all substantive info. We need sections only when posting has real specific content. So we will include: - About the role (maybe from Position Summary) - Responsibilities (Primary Responsibilities) - Qualifications (maybe combine Required and Preferred? Could separate but they said Qualifications heading. Could have Required Qualifications and Preferred Qualifications under Qualifications? But they said use headings like Qualifications. We could have

Qualifications

and then list required and preferred maybe as sublists? But they said use

• for any list of duties/requirements/benefits. So we can have separate
  for required and preferred? Could combine but better to separate with headings? However they only gave examples of headings; we can add additional headings if needed? Probably stick to given headings: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. They said "use

  for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule)." That suggests we can use those headings; we may also add others if needed but better to stick to these. We have content for: About the role (Position Summary). Responsibilities (Primary Responsibilities). Requirements (maybe Required Qualifications). Qualifications (maybe Preferred Qualifications). Skills (Skills and Competencies). Benefits (Why Cerity Partners benefits). Pay (Compensation Range). Schedule (maybe mention work schedule: Ability to work full time from a company location (3-4 days in office per week) and travel on a limited basis). That's schedule info. Physical Requirements maybe could go under Requirements? But we have a heading for Requirements; we could include physical requirements there. Or we could add a separate section but not in list; maybe we can include under Requirements. We must not create sections with filler text. So ensure each section has substantive content. Let's extract content. Position Summary paragraph: "The Business Development Associate role will support Cerity Partners business development efforts in Custodial Referral Programs, a key channel of organic growth for the firm. This role will support the regional Business Development Officers (BDOs) by serving as an in-office extension of the sales team, keeping opportunities moving forward while BDOs are active in the field. The Associate will be responsible for coordinating branch meetings, responding to initial inquiries from branch Financial Consultants (FCs), and managing outreach on stale or difficult-to-reach prospects to ensure pipeline momentum is maintained. They will also play a key role in the client onboarding experience by collecting and organizing proposal materials, monitoring the onboarding process alongside servicing advisors, and qualifying opportunities to facilitate introductory meetings between BDOs and FCs or prospective clients. This position is ideal for a detail-oriented professional who thrives in a fast-paced financial services environment and is eager to grow within a client-facing business development function." Primary Responsibilities bullet list (they are sentences separated by periods). We'll convert to

  • . List: - Act as extension of multiple BDOs in the region assigned, moving sales processes forward while BDOs are in the field or traveling within a region. - Coordinate branch meetings. - Field initial inquiries from FCs when BDO is unavailable. - Manage reporting and outreach on stale or hard to reach opportunities. - Assist in collecting and organizing information required to prepare client proposals. - Track client onboarding process with servicing advisor and provide support where necessary. - Ensure data integrity of all active opportunities in CRM and other core systems. - Engage with FCs or Clients to qualify the opportunity and set-up initial meeting between the BDO and FC or Client Required Qualifications: - Bachelor’s Degree required, preferably in Finance, Business, Economics or a related field. - 1 – 4 years of work experience in a related field or role. - Experience supporting or participating in business development or a sales process. - Ability to work full time from a company location (3-4 days in office per week) and travel on a limited basis. - Prior exposure to RIA, Broker Dealer or Custodial Platforms (e.g., Schwab, Fidelity, Pershing) a strong plus. Preferred Qualifications: - Working towards or have secured Securities Industry Essential (SIE) Exam, Series 65 or other industry certifications Skills and Competencies: - Demonstrate strong and effective communication, organizational and time management skills. - Ability to work in a team based/collaborative environment. - Proficiency in CRM platforms (Salesforce preferred) - Proficiency with, or the interest and aptitude to become proficient in using firm-enabled AI tools. - Must accept and thrive in a fast-paced, changing environment. - Adherence to all compliance policies & procedures. - Demonstrate the Cerity Partners culture. Physical Requirements: - Prolonged periods sitting at a desk and working on a computer. - Must be able to lift up to 15 pounds at times. Compensation Range: $75,000 - $85,000 Why Cerity Partners (Benefits): list: - Health, dental, and vision insurance – day 1! - 401(k) savings and investment plan options with 4% match - Flexible PTO policy - Parental Leave - Financial assistance for advanced education and professional designations - Opportunity to give back time to local communities - Commuter benefits We also have EEO etc which we remove. Now map to headings: - About the role: use Position Summary paragraph(s). Could be one

    . - Responsibilities:

    Responsibilities

    ... - Requirements: maybe combine Required Qualifications and Physical Requirements? But we have separate headings for Requirements and Qualifications. Could put Required Qualifications under Requirements, and Preferred Qualifications under Qualifications. Physical Requirements maybe also under Requirements? Could add a sublist? But we can include physical requirements as part of Requirements as well. However we need to avoid duplication. Let's put Required Qualifications under Requirements, and Physical Requirements also under Requirements (maybe as a separate
    or combine). But we need to keep all info. Simplify: Requirements heading includes Required Qualifications and Physical Requirements. Qualifications heading includes Preferred Qualifications. Skills heading includes Skills and Competencies. Benefits heading includes benefits list. Pay heading includes compensation. Schedule heading includes work schedule info (Ability to work full time from a company location (3-4 days in office per week) and travel on a limited basis). That's schedule. Now produce HTML. We must not include markdown fences. Just raw HTML. Let's craft:

    About the role

    The Business Development Associate role will support Cerity Partners business development efforts in Custodial Referral Programs, a key channel of organic growth for the firm. This role will support the regional Business Development Officers (BDOs) by serving as an in-office extension of the sales team, keeping opportunities moving forward while BDOs are active in the field. The Associate will be responsible for coordinating branch meetings, responding to initial inquiries from branch Financial Consultants (FCs), and managing outreach on stale or difficult-to-reach prospects to ensure pipeline momentum is maintained. They will also play a key role in the client onboarding experience by collecting and organizing proposal materials, monitoring the onboarding process alongside servicing advisors, and qualifying opportunities to facilitate introductory meetings between BDOs and FCs or prospective clients. This position is ideal for a detail-oriented professional who thrives in a fast-paced financial services environment and is eager to grow within a client-facing business development function.

    Responsibilities

    • Act as extension of multiple BDOs in the region assigned, moving sales processes forward while BDOs are in the field or traveling within a region.
    • Coordinate branch meetings.
    • Field initial inquiries from FCs when BDO is unavailable.
    • Manage reporting and outreach on stale or hard to reach opportunities.
    • Assist in collecting and organizing information required to prepare client proposals.
    • Track client onboarding process with servicing advisor and provide support where necessary.
    • Ensure data integrity of all active opportunities in CRM and other core systems.
    • Engage with FCs or Clients to qualify the opportunity and set-up initial meeting between the BDO and FC or Client

    Requirements

    • Bachelor’s Degree required, preferably in Finance, Business, Economics or a related field.
    • 1 – 4 years of work experience in a related field or role.
    • Experience supporting or participating in business development or a sales process.
    • Ability to work full time from a company location (3-4 days in office per week) and travel on a limited basis.
    • Prior exposure to RIA, Broker Dealer or Custodial Platforms (e.g., Schwab, Fidelity, Pershing) a strong plus.
    • Prolonged periods sitting at a desk and working on a computer.
    • Must be able to lift up to 15 pounds at times.

    Qualifications

    • Working towards or have secured Securities Industry Essential (SIE) Exam, Series 65 or other industry certifications

    Skills

    • Demonstrate strong and effective communication, organizational and time management skills.
    • Ability to work in a team based/collaborative environment.
    • Proficiency in CRM platforms (Salesforce preferred)
    • Proficiency with, or the interest and aptitude to become proficient in using firm-enabled AI tools.
    • Must accept and thrive in a fast-paced, changing environment.
    • Adherence to all compliance policies & procedures.
    • Demonstrate the Cerity Partners culture.

    Benefits

    • Health, dental, and vision insurance – day 1!
    • 401(k) savings and investment plan options with 4% match
    • Flexible PTO policy
    • Parental Leave
    • Financial assistance for advanced education and professional designations
    • Opportunity to give back time to local communities
    • Commuter benefits

    Pay

    $75,000 - $85,000

    Schedule

    Ability to work full time from a company location (3-4 days in office per week) and travel on a limited basis.

    Check for any duplicated content: we included schedule also in Requirements (the ability to work full time...). That's duplication. We should avoid duplicating. The schedule info appears both in Requirements and Schedule. We need to decide where to place it. The instruction: preserve ALL substantive information; do not invent or summarize away detail. We can keep it in Schedule section and maybe not duplicate in Requirements. However the requirement list includes that as a qualification; it's also schedule info. We could keep it under Requirements as a qualification, and not have a separate Schedule section, or we could keep it under Schedule and remove from Requirements. Which is better? The heading list includes Schedule as a possible heading. The posting does have schedule info (3-4 days in office). So we should have a Schedule section. Then we should not duplicate that