Business Development Senior Associate

Job DetailExperience Level ManagerDegree Type Bachelor of Science (BS)Employment Full TimeWorking Type On SiteJob Reference 0000019518Salary Type AnnuallyIndustry Wealth ManagementSelling Points Shape the future of wealth management in a high-growth environment. Lead impactful M&A initiatives with significant autonomy and responsibility. Build lasting relationships with industry leaders and stakeholders.Job DescriptionOverviewLead business development initiatives within a high-growth financial services firm, focusing on mergers and acquisitions in the wealth management sector.Serve as the primary contact for senior RIA principals, cultivating trust and driving acquisition processes effectively.Manage complex, long-cycle transactions independently, ensuring smooth progression from initial engagement to deal closure.Develop and maintain strong relationships with key stakeholders, including business owners and centers of influence.Originate new acquisition opportunities through proactive outbound prospecting and pipeline management.Utilize CRM tools for effective tracking and management of acquisition pipelines and relationship portfolios.Contribute to the strategic growth of the organization by identifying and converting high-value acquisition targets.Participate in shaping the future of wealth management through impactful business development initiatives.Key Responsibilities & DutiesLead assigned transactions as Deal Lead, managing the process from initial engagement to Letter of Intent (LOI).Deliver valuations, address objections, and guide sellers through complex acquisition processes independently.Build and maintain relationships with RIA principals and centers of influence, serving as their primary contact.Drive outbound prospecting efforts to identify and engage potential acquisition targets.Manage active pipelines and nurture portfolios simultaneously, ensuring consistent progress and outcomes.Resolve seller-side objections and deal complexities independently, minimizing escalations to senior leadership.Maintain proficiency in CRM platforms, leveraging them for effective pipeline and relationship management.Collaborate with internal teams to ensure alignment and successful execution of acquisition strategies.Job RequirementsBachelor of Science (BS) degree in a relevant field is required.Minimum of 4 years of experience in M&A, wealth management, or enterprise B2B sales.Preferred 10 years of experience in relevant roles within financial services or related industries.Demonstrated ability to independently manage complex deal processes and deliver results.Proficiency in CRM platforms, with DealCloud familiarity being a plus.Strong interpersonal skills, with the ability to build trust and maintain relationships with senior stakeholders.Comfort with financial data analysis, including reading P&L statements and basic valuation modeling.Ability to travel up to 20% as required for the role.