Business Development Professional – Financial Services

NOTE: The successful candidate must be willing to travel heavily by car or plane and attend regular meetings in Oklahoma City (monthly).

Responsibilities:

• Drive business growth through prospecting, networking, and outbound outreach.
• Identify and engage institutional clients, including schools, universities, churches, ministries, and faith-based organizations.
• Manage and grow an existing book of business while developing new client relationships.
• Serve as a trusted advisor to clients seeking financial solutions.
• Clearly communicate the company's investment philosophy, strategies, and offerings to prospective and existing clients.
• Collaborate with Research, Trust Administration, Church Extension Fund, Advancement, and Marketing teams to deliver holistic solutions.
• Represent the company at conferences, events, and networking opportunities.
• Stay informed on market trends, industry developments, and regulatory changes impacting client portfolios.

Qualifications:

• Bachelor’s degree in Business, Finance, Accounting, Economics, or a related field.
• Minimum 5 years of experience in financial services and sales; institutional sales experience preferred.
• Strong understanding of financial markets, investment strategies, and institutional client needs.
• Proven ability to win new business and expand existing relationships through a client-centric sales approach.
• Excellent communication and presentation skills with the ability to explain complex financial concepts clearly.
• Collaborative, relationship-driven professional aligned with a mission-focused culture.
• Ability to operate a vehicle and travel frequently