What are the responsibilities and job description for the Business Development Specialist position at Meketa?
Business Development Specialist
Introduction
- The Business Development Specialist will serve as a critical partner to the external sales team and distribution leadership, driving advisor engagement, building pipelines, and ensuring consistent messaging around our private market solutions. This individual will combine proactive outbound activity with inbound responsiveness, acting as the first line of education and support for RIAs, broker-dealers, and other wealth management intermediaries.
Job responsibilities:
Business Development & Sales Support
- Partner with assigned External Wholesaler(s) to achieve territory sales goals and increase assets under management (AUM).
- Conduct proactive outbound calls, emails, and digital outreach to financial advisors to schedule meetings, webinars, and events.
- Build and maintain a strong sales pipeline by qualifying prospects and tracking opportunities in CRM (HubSpot/Salesforce).
- Support new advisor onboarding by walking prospects through platform access, fund mechanics, and subscription process.
Client Engagement & Education
- Deliver product messaging and educational content around co-investments, evergreen fund structures, and private markets access.
- Handle inbound advisor inquiries with timely, accurate, and consultative responses.
- Coordinate territory marketing campaigns, webinars, and conference participation.
- Ensure consistent follow-up after events, roadshows, and key account presentations.
Operational Excellence
- Maintain clean, detailed activity and pipeline data within CRM.
- Track advisor segmentation (AUM tiers, channel type, model portfolios) to prioritize outreach.
- Generate weekly reports for external wholesalers and sales leadership (meetings set, pipeline movement, conversion ratios).
- Coordinate with marketing to deploy campaigns and align messaging across channels.
Job Requirements:
- Bachelor’s degree in business, Finance, Economics, or related field.
- 2–4 years of experience in financial services sales, internal wholesaling, or client service role.
- Demonstrated ability to manage high-volume outbound activity and sustain consistent follow-up.
- Strong knowledge of investment products; ability to learn and articulate private markets and alternatives quickly.
- Excellent communication skills (phone, email, webinar) with professional presence and confidence.
- High level of organization, CRM proficiency, and process orientation.
Preferred Requirements:
- FINRA Series 7 & 66 (or willingness to obtain within first 6 months).
- Experience working with RIAs, broker-dealers, or wealth management distribution.
- Familiarity with HubSpot CRM, Salesforce, or equivalent.
- Track record of exceeding activity-based and sales-based goals.
About Meketa Investment Group
Meketa Investment Group is an employee-owned full-service investment consulting and advisory firm. We work with some of the nation’s largest and most sophisticated institutional investors including public and private plan sponsors. We have a staff of over 250 employees among our six U.S. office locations and London.
Meketa recognizes that our workforce is a reflection of our company, and we operate in an inclusive environment that accepts and promotes diversity. We believe our employees can best serve our clients in an atmosphere where individuals are treated fairly, where professional growth is developed and encouraged, and where a healthy balance between work and home life is respected and preserved. To support employees, Meketa offers a competitive compensation structure, a wide range of benefits from core insurance benefits to time-based benefits, as well as flexible schedules and support for continuing education.
Meketa is an Equal Employment Opportunity and Affirmative Action Employer.
If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact us.