[Remote] Business Development Associate- B2B Financial Services Sales

Note: The job is a remote job and is open to candidates in USA. Bainbridge is an established financial services and advisory firm, serving private equity firms, institutional investors, and corporate acquires. They are seeking ambitious professionals to join their team as Business Development Associates, where the primary focus will be on engaging with business owners and investors to identify acquisition opportunities and facilitate strategic conversations around mergers and acquisitions.

Responsibilities

• Actively prospect and cultivate new client relationships through various channels, including extensive telephone out-bounding, networking events, omni-channel marketing campaigns, and referrals. Qualify businesses and business owners to identify their divestiture posture, revenue, ownership structure, EBITDA, actionability, and growth strategy
• Develop and maintain strong, long-lasting relationships with clients by providing exceptional service and personalized financial guidance. Regularly communicate with clients to understand their evolving needs and proactively offer solutions to help them achieve their goals
• Educate clients on the full range of services offered by the firm. Tailor product recommendations to align with each client's financial and investment objectives and risk profile
• Develop and implement effective sales strategies to meet or exceed sales targets and revenue goals. Collaborate with internal teams to leverage expertise and resources in delivering comprehensive solutions to clients
• Ensure compliance with all industry regulations and company policies related to financial services sales activities. Stay updated on changes in financial laws and regulations to ensure adherence and mitigate compliance risks
• Utilize CRM systems and other tools to track sales activities, monitor client interactions, and generate performance reports. Analyze sales data to identify trends, opportunities, and areas for improvement in sales strategies and client engagement

Skills

• BA/BS degree in Business, Finance, Economics, Communications, or related field
• 2+ years minimum experience working in financial services sales, wealth management, private equity, or similar professional B2B sales environment
• Exceptional communication and organizational skills
• Demonstrated sales and business acumen
• Demonstrated experience using CRM systems to effectively manage sales activities, maintain pipeline, accuracy, and support business development efforts
• Understanding of corporate financial analysis and financial statements
• Adept at managing multiple projects and completing deliverables on schedule
• Discipline to manage workload while working in a digital environment
• Ability to work independently and interdependently within a fast paced, entrepreneurial team environment
• Commitment to integrity, professionalism, and ethical conduct in all client and company interactions
• FINRA licensing highly preferred

Benefits

• Remote digital office (work from home, U.S. based)
• Minimal travel required
• Flexible PTO
• Holiday paid time off
• Medical Coverage
• Dental Coverage
• Vision Plan
• Healthcare FSA
• Life Insurance
• Retail discounts

Company Overview