Business Development in Financial Services


Optcapital is a 25-year-old financial services company located in Charlotte, North Carolina. Over the past 2 years, our customer base has doubled and we expect this rate of growth to continue. We acquire new clients by word of mouth from existing clients, financial advisors and consultants located throughout the United States.


We are looking to hire a Business Development Associate. with main responsibilities include:
• Proactively communicate with top customers (approximately 50) by phone and email to answer any questions, maintain a relationship, seek referrals and encourage additional business activity
• Proactively communicate with key referral sources (approximately 100) to keep them informed of ongoing business activity and to seek additional business opportunities
• Work with the business development team to respond to requests from customers and potential customers
• Represent the company in audio and video calls with potential clients

Professional expectations:
Our opening hours are from 8:30 a.m. to 5:30 p.m. Work will occasionally need to be performed outside of these hours, however, this is not a regular requirement. Currently, we work in the office on Tuesdays and Wednesdays to foster and facilitate knowledge sharing among team members.

Optcapital offers comprehensive benefits, including 100% of employee health care costs, a matched 401(k) plan, free parking and three weeks vacation.

This work will not require regular travel, but occasional overnight travel will occur.

We strive to honor personal time.

What we are looking for:
We are looking for someone with five or more years of experience in the financial services industry. A Series 7 license is required. However, if you do not currently have a Series 7 license, we will provide the time and resources to prepare, and expect the license to be obtained within four months of the date of hire. .

We are looking for someone who is a good communicator (verbal and written), well organized and who seeks a sustainable and healthy work/life balance.

Optcapital is a small company with 11 employees. Adding an employee is a significant and important decision for our firm. We value our culture and reputation and are looking for someone who will enhance both.

Compensation will be salary and bonuses, heavily weighted towards salary. The Total Compensation Goal
is $150,000 to $200,000 depending on experience and track record.

To apply:
Please email: [email protected]


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