Ocio Business Development Consultant

About the Role

OCIO BUSINESS DEVELOPMENT CONSULTANT

As an OCIO Business Development Consultant, you will assist in building, growing and maintaining new advisor prospects.

Responsible for introductory calls where we deliver OCIO's value proposition and determine how to best support the

prospect advisor via OCIO services. Partner with both external and internal sales to nurture leads through the sales

process. Act as the point of contact for prospective firms and will leverage and introduce various members of the sales

team (Onboarding, Trading, Investment Management, and Technology subject matter experts) to facilitate the transition of

Responsibilities

• Perform core duties as described.

Requirements

• Relevant experience or willingness to learn.

Benefits

• Benefits per job description.

Compensation

To be discussed.

Location & Schedule

Per job description.

How to Apply

Use the “Apply” button.