Position Description

Sales & Account Management
Sales Executive / BDM
United States
Permanent / Full Time

Our client is a Christian faith-based leading mid-market investment bank based in Toronto ON, focused primarily on M&A Advisory services across multiple industries within Canada and the US, is in search of a Business Development Representative - Investment Banking. This is a role based in Eastern USA preferred cities include Miami, Atlanta, Boston, New York

Role Overview 

Reporting to the VP - Client Acquisition this is a new position whose role is to generate new opportunities for the firm within the mid market business community, including faith based  business communities in targeted US markets  which include (Miami, Atlanta, Dallas, Charlotte, Cleveland, Minneapolis/St Paul, Chicago, Pittsburgh, Boston, or Buffalo/Rochester/Syracuse)

What Will You Do

• Develops new geographies and assesses the opportunities they provide to grow our networks
• Identifies potential clients that align with the firm’s strategic and values criteria by proactively contacting and progressing relationships with founder-owners, management executives, and your referral network
• Maintains strong outreach activity, including (but not limited to) cold calls, social media, affinity group involvement, networking, and email channels; develops and maintains relationships with prospective clients and referral sources
• Becomes a subject matter expert on the firm's services, processes, and operations, works to understand prospective client needs/constraints, and performs product, industry, and company research to craft contract-winning proposals
• Meets with prospective clients to pitch ideas, offer support in their work, and provide value-added advice that ultimately wins new business
• Assists with the negotiation of contract terms and onboarding of new clients
• Collaborates with deal-teams to ensure client contracted projects are executed on-time and as agreed
• Maintains and manages prospect and referral source database; defines and documents prospect and network data and communication history
• Protects and maintains the confidentiality of information and initiatives for all clients and prospects
• Provides reporting on BD KPIs, the status of contacts, and works collaboratively with other team members towards the collective goals of the firm.

What Will You Bring 

• Bachelor's Degree in business, finance, or a related field; MBA/CFA/CPA will be considered an asset
• 5+ years of progressive professional experience providing business development, professional services, or wealth/asset management, including commercially facing account management and/or direct sales experience; experience within a capital advisory firm would be considered an asset.
• Mastery of Microsoft 365 software suite; use of Salesforce or other CRM proficiency; demonstrated ability to learn and adapt to new information and technology platforms
• Excellent oral and written communications skills, including the ability to engage in highly strategic, commercial discussions with industry executives as the representative of the firm ; elegant and persuasive speaker and writer for whom English is their first language; additional languages will be considered an asset.
• Enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, always acting for and in the best interest of the client; thrives in high-pressure, fast-paced, ambiguous environment; masterful at self-organization, enjoys working both independently and as a part of a team
• Strong problem-solving, analytical, judgment and change-implementation capabilities, with a passion for helping business clients and an explicit stated career interest in investment banking
• Values matter to you; you bring your real self to work and you live out our values - we are a faithful workplace, seeking team members who are fair-minded, empathetic, non-judgmental, and concerned with giving the highest level of service to their clients, with integrity.
• Due to contractual requirements, all applicants must be US Citizens or have a green card and are able to work permanently in the United States without limitation
• Applicants must have the ability and willingness to travel.