Seeking the extraordinaryTM! We invite you to explore career opportunities at The Colony Group, where we seek the extraordinary in all that we do.
With roots going back to 1986, The Colony Group is driven by one overarching vision: to be the leading financial advisory company in the world for clients and team members who seek meaning and joy in their lives. In our highly collaborative culture, a focus on purpose, connection, lifelong learning, diversity and inclusion, sustainability, and leadership development is core to our collective success. We strive to attract, develop, and engage the best talent in the industry to provide top investment, wealth and business management, tax, and other financial advisory services to high-net-worth and ultra-high-net-worth private and institutional clients. Across our hybrid working environment, we put our people first and focus on developing exciting career paths, prioritizing the physical and mental wellness of our people and offering a culture where the needs of our employees and clients come first. We are united by our commitment to teamwork, collaboration, doing meaningful work, and having fun together, as well as fostering an environment where each person can thrive as part of a broader community.
Join The Colony Group in making your everyday extraordinary!
The Colony Group seeks a motivated and qualified individual for the position of Business Development Associate. Thisrole will be providing administrative
support to the Business Development team furthering The Colony Group’s dedication
to delivering an outstanding client experience and helping to drive growth and success for the firm within the firm’s
custodial referral network programs.
Primary responsibilities for this position include:
- Engage with financial consultants (FCs) as well as the end-clients through outreach, communication, scheduling, and maintaining continuous phone and email correspondence.
- Collect and consolidate end-client data to facilitate the complete client onboarding process.
- Utilize Salesforce and other technologies for all data entry and internal workflow: pipeline & task management, onboarding, and ongoing client communications.
- Serve as the central point of contact between the Business Development Team and the Advisor Teams.
Qualifications:
- 2 + years administrative work experience (including internships); financial services experience is a plus.
- Associate or bachelor’s degree required.
- Proficiency in Microsoft Suite.
- Experience with CRM system; Salesforce preferred.
- Strong attention to detail, communication, problem-solving, and analytical skills.
- Excellent written and verbal communication skills.
- Ability to multi-task under pressure, work independently, and work in a team environment.
- Self-starter, energetic, and assertive.
- Versatility, flexibility, and an ability to work within constantly changing priorities with enthusiasm.
This position is Non-exempt.
$60k
