Sales Ops & Business Development Specialist
Investments & Wealth Institute, Denver, CO, United States
We’re Hiring: Sales Operations & Business Development professional
Do you thrive on building efficient workflows, managing complex documentation, and ensuring no lead or contract ever falls through the cracks?
The
Investments & Wealth Institute
is looking for a
Client Relationship & Business Development Specialist
with a strong "Ops" mindset to support our revenue-generating activities across certifications, education, and sponsorships.
The Mission You will be the architect of our sales infrastructure, working closely with the Director of Client Relationship Management and the Global Director of Business Development to ensure our pipeline is moving and our commitments are met.
What You’ll Own
CRM Integrity: Maintain accurate records of client interactions, opportunities, and account status within HubSpot, Salesforce, and Fonteva.
The Paperwork Pipeline: Generate, edit, and manage proposals, agreements, and invoices, following up to secure executed documentation.
Reporting & Analytics: Assist with sales reporting, renewal tracking, and client engagement metrics to ensure timely data entry and funnel progression.
Process Improvement: Identify opportunities to improve documentation, reporting, and workflow efficiency.
Outreach Strategy: Create and manage outreach sequences within HubSpot to support prospecting activities.
The Ideal Profile
The Systems Thinker: You have at least 3 years of experience supporting sales or biz dev functions with a heavy emphasis on CRM systems.
Detail-Oriented: You are highly organized and comfortable managing the "nitty-gritty" of legal agreements and financial tracking.
Tech Savvy: Proficiency in Microsoft Office 365, Adobe PDF tools, and Salesforce is a must.
Growth-Minded: You are intellectually curious and committed to ongoing professional development within the financial services industry.
Why Join Us?
Remote Work: This position is eligible for remote work, with a strong preference for candidates in Colorado.
Collaborative Culture: You’ll work cross-functionally with conferences, marketing, and education teams to ensure high-quality delivery of client benefits.
High Impact: Your work directly supports the Institute’s Foundation and its world-class certification programs.
Apply here:
https://investmentsandwealth.org/institute-careers
The Investments & Wealth Institute is a renowned professional membership organization and credentialing body for wealth management certifications in the U.S. and globally. We are dedicated to advancing the educational and professional growth of financial advice professionals, especially those serving high and ultra-high-net-worth clients. Our members include top wealth managers, RIA teams, and enterprise-level leaders in the financial advice industry. The Institute offers award-winning publications, comprehensive continuing education programs, and globally recognized certifications such as CPWA®, RMA®, and CIMA®.
#J-18808-Ljbffr
Do you thrive on building efficient workflows, managing complex documentation, and ensuring no lead or contract ever falls through the cracks?
The
Investments & Wealth Institute
is looking for a
Client Relationship & Business Development Specialist
with a strong "Ops" mindset to support our revenue-generating activities across certifications, education, and sponsorships.
The Mission You will be the architect of our sales infrastructure, working closely with the Director of Client Relationship Management and the Global Director of Business Development to ensure our pipeline is moving and our commitments are met.
What You’ll Own
CRM Integrity: Maintain accurate records of client interactions, opportunities, and account status within HubSpot, Salesforce, and Fonteva.
The Paperwork Pipeline: Generate, edit, and manage proposals, agreements, and invoices, following up to secure executed documentation.
Reporting & Analytics: Assist with sales reporting, renewal tracking, and client engagement metrics to ensure timely data entry and funnel progression.
Process Improvement: Identify opportunities to improve documentation, reporting, and workflow efficiency.
Outreach Strategy: Create and manage outreach sequences within HubSpot to support prospecting activities.
The Ideal Profile
The Systems Thinker: You have at least 3 years of experience supporting sales or biz dev functions with a heavy emphasis on CRM systems.
Detail-Oriented: You are highly organized and comfortable managing the "nitty-gritty" of legal agreements and financial tracking.
Tech Savvy: Proficiency in Microsoft Office 365, Adobe PDF tools, and Salesforce is a must.
Growth-Minded: You are intellectually curious and committed to ongoing professional development within the financial services industry.
Why Join Us?
Remote Work: This position is eligible for remote work, with a strong preference for candidates in Colorado.
Collaborative Culture: You’ll work cross-functionally with conferences, marketing, and education teams to ensure high-quality delivery of client benefits.
High Impact: Your work directly supports the Institute’s Foundation and its world-class certification programs.
Apply here:
https://investmentsandwealth.org/institute-careers
The Investments & Wealth Institute is a renowned professional membership organization and credentialing body for wealth management certifications in the U.S. and globally. We are dedicated to advancing the educational and professional growth of financial advice professionals, especially those serving high and ultra-high-net-worth clients. Our members include top wealth managers, RIA teams, and enterprise-level leaders in the financial advice industry. The Institute offers award-winning publications, comprehensive continuing education programs, and globally recognized certifications such as CPWA®, RMA®, and CIMA®.
#J-18808-Ljbffr