Development associate

Location: Malvern, PA
Description: Our client is currently seeking a Philanthropic Development Associate

Summary

The Business Development Associate plays a critical role in driving revenue growth by identifying, nurturing, and converting high-potential leads into loyal clients. This role blends strategic outreach with relationship-building, guiding prospects through the sales funnel while aligning with organizational goals. The ideal candidate thrives in a dynamic, client-facing environment with a passion for philanthropy and financial innovation.

Key Responsibilities

• Lead Generation : Source and qualify prospects through channels including referrals, networking, conferences, and inbound marketing.

• Prospect Engagement : Establish initial contact, build meaningful relationships, and maintain continuous communication to understand client needs.

• Internal Enablement : Provide training and thought leadership to internal stakeholders on charitable giving strategies and the philanthropic ecosystem.

• Lead Nurturing : Deploy personalized follow-ups and resources tailored to each lead, ensuring relevance and timely responses.

• Sales Pipeline Management : Maintain momentum across all stages of the sales cycle, with strategic tracking and timely follow-ups.

• Cross-Functional Collaboration : Partner with the sales team to synchronize lead development efforts with broader business strategies.

• Reporting & Insights : Maintain accurate records of lead activity and deliver regular performance reports, including conversion analytics and funnel metrics.

Minimum Qualifications

• Bachelor's degree in Business, Finance, or a related discipline.

• Proven record of exceeding sales or fundraising targets, ideally in financial services, complex assets, wealth management, or the nonprofit sector.

• Extensive knowledge of donor-advised funds, charitable giving strategies, and financial solutions.

• Strong interpersonal and communication skills, with an ability to build trust with ultra-high-net-worth clients.

• Demonstrated success developing and executing high-impact sales strategies.

• Self-driven, results-focused, and able to excel both independently and within collaborative teams.

• Exceptional negotiation and presentation abilities.

• Strategic thinker with strong analytical and problem-solving aptitude.

• Proficiency in Microsoft Office and Salesforce CRM.

• Ability and willingness to travel for client engagements and industry events.

Preferred Qualifications

• Certified Financial Planner (CFP) or equivalent professional certification.

• Deep understanding of portfolio construction and asset allocation principles.

• Previous experience delivering philanthropic advisory services to high-net-worth individuals and families.

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Contact: [email protected]

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