Development Associate Development Associate …

Eaton Vance Management Incorporated
in Boston, MA, United States
Permanent, Full time
Be the first to apply
Eaton Vance Management Incorporated
in Boston, MA, United States
Permanent, Full time
Be the first to apply
Development Associate
Regional Business Development Associate (Based in Chicago, IL) Boston, MA Office/en-US/Professional/job/Boston-MA-Office/Regional-Business-Development-Associate_JR004511/apply

By joining Eaton Vance, youll become part of a company that has one of the best employee retention rates in the financial services industry. We offer competitive salaries, generous benefits, and tremendous opportunities for growth and development. If you do not see a position that fits your career objectives, please return to this site in the future as our hiring needs will change. We look forward to your becoming a part of our continued success!

Basic Purpose:

Work in Partnership with current Eaton Vance Wholesaler(s) in existing geography to advance the sales process with Financial Advisors within defined broker dealers who currently do not use Eaton Vance products or uses them on a limited basis. This individual will collaborate with Wholesalers and will take direction from Regional Director.

Primary Responsibilities:

  • Partner closely, with up to 3 Senior Wholesalers, to draft and execute on Business Plan to service and grow Eaton Vances advisors base.
  • Develop and maintain sales program ; identify and coordinate efforts to service client needs
  • Conduct sales promotion, provide product training and participate in client seminars with Financial Advisors for existing or prospective shareholders or clients
  • Submit activity reports into the CRM
  • Work in conjunction with Senior Wholesaler and Regional Director to manage budget and prioritize client expenses
  • Submit expense reports in a timely manner.
  • Participate in Team conference calls and Sales Meetings

Job Requirements:

  • Bachelors degree or equivalent preferred.
  • Minimum 3 years financial services experience with minimum 2 years of internal/outside wholesaling/sales experience preferred.
  • Strong job performance documented in performance appraisals.
  • FINRA Series 7, 63, 65 required.
  • Strong communication and presentation skills.
  • Ability to re-locate from Boston and travel extensively in territory
  • Must be extremely motivated and have demonstrated sales success.

This policy applies to Eaton Vance Corp. and all subsidiary companies (the Company).

The Company is an equal opportunity employer and is committed to providing a work environment that is free of discrimination and harassment.  It does not discriminate against applicants or employees with respect to any terms or conditions of employment on account of race, color, religion, creed, national origin, ancestry, sex, sexual orientation, age, pregnancy, parenthood, physical or mental disability (actual or perceived), medical condition including genetic characteristics, marital status, citizenship status, military service, gender, gender identity or expression, registered domestic partner status, domestic violence victim status, status with regard to public assistance, or any other characteristic protected by applicable federal, state or local laws.  Eaton Vance also prohibits discrimination based on the perception that a person has any of those characteristics or is associated with a person who has or is perceived as having any of those characteristics.  This commitment applies to all persons involved in the operations of the Company, and prohibits unlawful discrimination by any employee of the Company, including supervisors and co-workers.  All employment decisions shall be consistent with the principles of equal employment opportunity.

The information on this Web site is for U.S. residents only. The information on this Web site does not constitute an offer to sell, or a solicitation of an offer to purchase, securities in any jurisdiction to any person to whom it is not lawful to make such an offer. Eaton Vance does not provide tax or legal advice. Prospective investors should consult with a tax or legal advisor before making any investment decision. © Eaton Vance Management. All rights reserved. Two International Place, Boston, MA 02110

Posted 4 Days AgoFull timeJR004511

Eaton Vance is a leader in pioneering innovative investment strategies that address investor needs amid changing market environments. As a company, we have long embraced six core values: integrity, professionalism, teamwork, client focus, creativity/adaptability and excellence. As a workplace, Eaton Vance offers its employees a quality work environment and a congenial, collaborative atmosphere.     

The company is consistently ranked among the Top 100 Places to Work in Massachusetts by The Boston Globe. 

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