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Business Development Associate in Financial Services

On-site Full-time $59K/yr - $75K/yr

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Experience Level

Experience

Qualifications

The ideal candidate will possess the following qualifications: Strong interpersonal and communication skills to effectively engage clients and team members. Proven ability to develop and maintain relationships with clients in the financial services sector. Experience in sales or business development, preferably in a professional services environment. Demonstrated ability to work collaboratively within a team and drive results. Strong analytical skills to assess market opportunities and client needs. Self-motivated with a proactive approach to identifying and solving problems. Familiarity with CRM software and sales forecasting techniques.

About the job

Location: New York
Team: North American Financial Services
Company: Gerson Lehrman Group (GLG)

About GLG

GLG connects professionals with industry experts for knowledge sharing and learning. The platform supports conversations, group meetings, mentorship, and expert surveys, helping clients access insights from leaders across many sectors.

Role Overview

The Business Development Associate will help grow revenue within a set of existing GLG accounts. This position focuses on identifying new opportunities within underused buying centers, converting prospects through targeted outreach and platform demonstrations, and working closely with business development managers to expand, cross-sell, and renew client relationships. Success in this role is measured by revenue growth, user acquisition, and increased use of GLG’s products and services.

What You Will Do

  • Prospect within assigned accounts to identify and engage new users, using high-volume outreach (calls, emails, and referrals).
  • Advance the sales pipeline by running discovery sessions, giving tailored platform demonstrations, and presenting GLG solutions that drive more projects and spending.
  • Partner with business development managers and client service teams to expand and renew accounts through proactive communication, user re-engagement, and identifying cross-sell opportunities.

Goals and Expectations

  • Consistently build and move the sales pipeline forward by scheduling meetings, discovery calls, and demos.
  • Increase project volume and revenue by converting target users, expanding use cases, and reviving dormant demand.
  • Boost engagement among active users by coaching on best practices, introducing additional GLG products, and developing repeatable engagement strategies.
  • Explore new teams and approaches within client firms to diversify demand and grow wallet share.
  • Support renewals by spotting retention risks early, building relationships across client organizations, and coordinating initiatives that show the value of renewal.
  • Keep CRM records accurate to support forecasting, track opportunities, and focus on high-impact revenue activities.
  • Drive user engagement through targeted campaigns, including events, topical outreach, and product launches that deliver measurable results.

About Gerson Lehrman Group

Gerson Lehrman Group (GLG) is a leading knowledge services firm that connects professionals with the expertise and insights they need to make informed decisions. Our innovative platform enables clients to gain valuable insights through direct engagement with industry experts, fostering a culture of continuous learning and knowledge sharing.

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