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Interested in working with us? Direct inquiries to:

Current Opportunities

Job Description

We are seeking a motivated and ambitious Business Development Associate to join our Distribution team. This role is designed for a recent college graduate who will start by learning the ropes as an internal business development analyst and quickly transition into a hybrid role that combines responsibilities of both internal support and external client relationship management.

Key Responsibilities

Internal Business Development Responsibilities (On Site)

• Collaborate with senior leadership to create marketing materials for new and existing products.
• Conduct market research to identify new business opportunities and understand industry trends.

• Assist in developing and implementing sales strategies to attract new clients.
• Participate in field training sessions with Senior Client Relationship Managers.
• Utilize Salesforce to manage and track client interactions and pipeline progress efficiently.

• Assist with onboarding CCM’s investment products onto third-party platforms.


External Business Development Responsibilities (Hybrid)

• Develop and execute strategic plans to secure new business and support existing relationships within the independent Registered Investment Advisor (RIA) and Bank Trust channels.
• Arrange and attend meetings with prospective clients and CCM’s portfolio managers.
• Represent CCM at industry conferences and in-person client meetings to enhance brand visibility and engagement.


• Recently graduated with a degree in Business, Economics, Marketing, Communications, or a related field.
• Strong interpersonal skills with a natural ability and interest in networking and relationship building.
• Interest in pursuing a career in sales and business development within the financial services industry.
• Self-motivated with a proactive approach to learning and problem-solving.
• Ability to work collaboratively in a team-oriented environment.
• Ideally, candidates will have some experience using Salesforce and 3rd party databases to generate leads and manage client relationships.  However, this is not a requirement.

• Applicants must be authorized to work in the U.S.

What We Offer

• Support in obtaining FINRA Series 7 and 63 licenses.
• Opportunity for career growth and development with potential to transition into a Client Relationship Manager role with associated territory ownership.
• Mentorship program with senior sales professionals and ongoing career development support.
• A collegial team environment and a culture that champions growth and professional success.
• A modest base salary complemented by a highly competitive incentive structure designed to reward exceptional performance.

How to Apply

Please submit your resume and a cover letter to explaining why you are interested in a career in financial services sales and business development and how your skills and interests align with this role.  In your cover letter, please also include a creative idea for relationship building.

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