Business Development Associate

About the role

This is an entry-level position (1-3 years in sales development) for someone who is excited to learn and grow with a leading player in the precious-metals industry. You will drive business growth by identifying, qualifying, and onboarding new clients while supporting the trading team and ensuring compliance.

Responsibilities

• Lead Generation & Prospecting
  • Build and maintain a robust list of leads.
  • Conduct cold calls to engage and qualify prospects.
  • Follow up with warm leads on the same day to maximize conversion opportunities.
• Lead Management & Compliance
  • Track and manage leads through the compliance process.
  • Collaborate with internal teams, including compliance, to facilitate a smooth onboarding process.
• CRM Hygiene
  • Ensure CRM records include accurate Legal Company Name, Email, Phone Number, Website, Relationship tab (all relationships), CCE, eba ID, CDN, uploaded qualification document, and any other required fields.
• Account Management & Handoff
  • Ensure a seamless transition of qualified accounts to account managers.
  • Maintain professional communication with prospects throughout the process.
• Sales Enablement
  • Conduct best-in-class Sales Kick-Off (SKO) meetings to align goals and strategies.
  • Complete Platform Gold demos to showcase product capabilities.
• Trading & Support
  • Execute trading activities for a minimum of two hours per day, with increased focus when the trading team is short-staffed.
  • Serve as a backup for traders when they are out of the office.
  • Support a minimum of 10 cases per day, addressing client inquiries and issues.
• Key Performance Indicators (KPIs)
  • Successfully transition a minimum of 35 qualified accounts to account managers each month.
  • Execute a minimum of two hours of trading daily (more when the trading team is short).
  • Support and resolve a minimum of 10 cases per day.

Requirements

• 1–3 years of experience in sales development or a related field.
• Proactive approach to prospecting and client engagement.
• Strong communication and organizational skills.
• Ability to work in a fast-paced, compliance-driven environment.

Benefits

• Competitive compensation based on experience.
• Up to 6% company match on 401(k).
• Comprehensive medical, dental, vision, and Employee Assistance plans.
• HSA and FSA plans (pre-tax benefit).
• Company-paid short-term disability (STD), long-term disability (LTD), life, and AD&D insurance.
• Supplemental coverage available, including Critical Illness, Accident, Hospitalization, and Pet insurance.
• Paid time off (PTO) and paid holidays.