Careers

Open Positions

BUSINESS DEVELOPMENT ASSOCIATE

SUMMARY

Campbell Newman (CN) is a boutique investment management firm serving institutional, intermediary and high net-worth clients nationally. Founded in 1977, the firm’s culture is built on five core values – client focused, stewardship, transparency, integrity and teamwork. CN currently offers two products – Large Cap Dividend Growth and Small Cap Growth. Both strategies feature high-quality biased, high-conviction portfolios that utilize the same bottom-up driven research process.

Our business is growing. With roughly $2.9 billion in AUA, we are looking to fill the newly created position of Business Development Associate in our Milwaukee, Wisconsin office.

The ideal candidate will be a self-starter that is excited about supporting an established business development effort at a growing firm. This role provides the opportunity to learn and contribute to the many facets of the operations of a successful boutique investment firm.

CANDIDATE RESPONSIBILITIES

Reporting to the Director of Business Development, the Business Development Associate will perform a broad range of the firm’s day-to-day business development functions.  

The Business Development Associate will be required to:

  • Maintain the client/prospect database (Salesforce CRM)
  • Identify sales and relationship development opportunities through data mining, profiling and sales reporting
  • Answer incoming calls and emails from Financial Advisors
  • Respond to inquiries and information requests in a timely and comprehensive manner
  • Assist in the development and implementation of prospecting campaigns
  • Remain abreast of industry and competitor developments
  • Schedule meetings for the Director of Business Development and Investment Team
  • Assist with RFP and database responses
  • Become well versed with the firm’s investment strategies
  • Attain the required regulatory licenses

CANDIDATE REQUIREMENTS

The characteristics of an ideal candidate:

  • Bachelor’s Degree in Business Administration, Finance, Economics or Marketing
  • 0-3 years of experience
  • A self-starter with a sales-oriented personality
  • A desire to work collaboratively to build both internal and external relationships
  • Excellent written, verbal and presentation abilities
  • Outstanding organizational and time management abilities
  • Strong multitasking skills
  • Proficient in Microsoft Office suite
  • Experience with Salesforce or other CRM

working conditions

Work requires a low degree of physical effort and is almost always performed inside an office environment.

Hours: 8:00am – 5:00pm in office, with an hour lunch break.

COMPENSATION

Compensation will consist of a base salary commensurate with experience and the opportunity to earn an annual cash bonus. Additional benefits include competitive health insurance, 100% employer-funded profit-sharing plan and 401(k) plan with safe harbor non-elective contribution by employer of 3% of salary, regardless of employee deferrals.

Potential sponsorship for the CFA Designation and/or other applicable designations, continuing education and/or other professional development opportunities.

CONTACT

If interested, please forward your resume to careers@campbellnewman.com.