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Business Development Intern

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CAPTRUST

1mo ago

  • Internship
    Full-time
    Summer Internship
  • Atlanta, +24

AI generated summary

  • You should have strong communication skills, a proactive mindset, and a passion for business development. Relevant coursework or experience is a plus but not mandatory.
  • You will assist in generating new business opportunities, support client relationship management, conduct market research, and help prepare presentations and proposals for potential clients.

Requirements

  • Minimum Qualifications:
  • Actively pursuing four-year college degree - rising junior or senior - (preferred) Business Administration, Statistics, Economics, Finance, Human Resources, Information Technology
  • Desired Qualifications/Skills:
  • Prior experience preferred; previous experience in the investment industry is a plus
  • Strong proficiency in Microsoft Office, especially Microsoft Excel
  • Exceptional oral and written communications skills
  • A high standard of professionalism (dress, manners, conduct)
  • Proactive and meets deadlines

Responsibilities

  • Search, solicit, and develop for new institutional business primarily via cold calling
  • Manage the sales funnel, facilitate participant education meetings, and manage small client visits
  • Build relationships with clients and financial advisor team
  • Deliver the highest level of service to the Financial Advisor’s book of business
  • Learn and become proficient in the different business lines offered by CAPTRUST

FAQs

What is the main purpose of the Business Development Intern role at CAPTRUST?

The main purpose of the Business Development Intern role is to service existing clients while assisting in the acquisition of new clients, contributing to the firm's growth strategy.

What are the key responsibilities of a Business Development Intern at CAPTRUST?

Key responsibilities include searching for and developing new institutional business through cold calling, managing the sales funnel, facilitating participant education meetings, building relationships with clients and financial advisors, and becoming proficient in CAPTRUST's business lines.

What are the minimum qualifications required to apply for this internship?

The minimum qualification is that candidates must be actively pursuing a four-year college degree, preferably in fields such as Business Administration, Statistics, Economics, Finance, Human Resources, or Information Technology, and be a rising junior or senior.

Are there any desired skills or prior experiences that would strengthen an application for this internship?

Yes, desired qualifications include prior experience in the investment industry, strong proficiency in Microsoft Office (especially Excel), exceptional oral and written communication skills, a high standard of professionalism, and a proactive attitude that meets deadlines.

What can interns at CAPTRUST expect from their career experience?

Interns can expect a collaborative work environment with opportunities for personal growth, a fully stocked break room, fun employee events, and a supportive team that prioritizes high standards.

Where will the Business Development Intern be working?

The intern will be working at any CAPTRUST office location.

What characteristics does CAPTRUST value in its employees?

CAPTRUST values characteristics such as the ability to build successful and trusting relationships, strong communication skills, a sense of urgency in problem-solving, a desire to give back to communities, an other-centered mindset, and integrity.

Does CAPTRUST have a commitment to diversity and inclusion?

Yes, CAPTRUST is committed to building and maintaining a diverse workforce and inclusive work environment, ensuring all colleagues feel respected and supported, and providing equal employment opportunities without discrimination based on various protected statuses.

We are building financial foundations. How can we help you?

Finance
Industry
1001-5000
Employees
1989
Founded Year

Mission & Purpose

CAPTRUST Financial Advisors, headquartered in Raleigh, NC, is one of the largest independent retirement plan and investment advisory firms in the country. We specialize in providing consultative advisory services to retirement plan sponsors, endowments, foundations, institutional investors, executives, and high net-worth individuals.