Greenwood Project

Business Development Rep

• Build and execute $1M+ annual revenue strategy targeting high-net-worth individuals, foundations and family offices.
• Own the full revenue cycle, prospecting, discovery, proposal development, negotiations, close, and expansion.
• Maintain a qualified pipeline of 75+ qualified prospects with systematic tracking, strategic follow up and data-driven forecasting.
• Collaborate with the CEO and cross-functional teams to align donor engagement with organizational priorities.
• Implement and manage the infrastructure that drives success; CRM tracking, reporting, pipeline forecasting, and performance metrics.
• Represent Greenwood Project at high-level meetings and events, delivering compelling pitches that clearly communicate the ROI for donors.

Director of Business Development

Financial Planning and Analysis

• Complete assigned financial modeling, valuation, and investment analysis projects to demonstrate proficiency in core investment concepts within program deadlines
• Engage in guided training sessions covering equity research, financial statement analysis, portfolio construction, and investment strategy
• Participate in networking events, mentorship programs, and professional development opportunities to expand your network within the investment community
• Embrace a culture of analytical excellence, intellectual curiosity, and continuous learning, positioning yourself as a future leader

Investment Academy - Scholar Program

Sales

• Complete assigned client presentations, pitch development, and relationship management simulations to demonstrate proficiency in sales concepts within program deadlines
• Engage in guided training sessions covering capital markets products, client communication strategies, market dynamics, and sales techniques
• Participate in networking events, mentorship programs, and professional development opportunities to expand your network within institutional sales and relationship management
• Embrace a culture of relationship excellence, market awareness, and continuous learning, positioning yourself as a future leader in financial services sales

Director of Business Development

Investment Academy - Scholar Program

Sales Academy - Project Scholar Program