Campbell Newman (CN) is a boutique investment management firm serving institutional, intermediary and high net-worth clients nationally. Founded in 1977, the firm’s culture is built on five core values – client focused, stewardship, transparency, integrity and teamwork. CN currently offers two products – Large Cap Dividend Growth and Small Cap Growth. Both strategies feature high-quality biased, high-conviction portfolios that utilize the same bottom-up driven research process.

Our business is growing. With roughly $3 billion in AUA, we are looking to fill the newly created position of Business Development Associate in our Milwaukee, Wisconsin office.

The ideal candidate will have experience in asset management/investment strategy sales and be a self-starter that is excited about supporting an established business development effort at a growing firm. This role provides the opportunity to learn and contribute to the many facets of the operations of a successful boutique investment firm.

Reporting to the Director of Business Development, the Business Development Associate will perform a broad range of the firm’s day-to-day business development functions.

The Business Development Associate will be required to:

Cultivate new and maintain established relationships with Financial Advisors
Initiate daily calls and emails to targeted Financial Advisor prospects
Identify sales and relationship development opportunities through data mining, profiling and sales reporting
Utilize salesforce CRM for tracking activity and managing appropriate follow up
Schedule meetings for the Director of Business Development and Investment Team on targeted travel rotation
Develop and implement focused campaign efforts via phone, email or virtual meetings
Respond to inquiries and information requests in a timely and comprehensive manner
Remain abreast of industry and competitor developments
Become well versed with the firm’s history and investment strategies and over time be able to conduct investment presentations and reviews for clients and prospects
Attain the required regulatory licenses

The characteristics of an ideal candidate:

Bachelor's Degree in Business Administration, Finance, Economics or Marketing
2-5 years of experience in asset management/investment strategy sales
A self-starter with a sales-oriented personality
A desire to work collaboratively to build both internal and external relationships
Excellent written, verbal and presentation abilities
Outstanding organizational and time management abilities
Strong multitasking skills
Proficient in Microsoft Office suite
Experience with Salesforce and/or other CRM

Campbell Newman Asset Management, Inc. jobs

Business Development Associate