Business Development Specialist
2 months ago
Business Development Specialist - Miami, FL
$100,000 to $125,000 base salary (commensurate with experience); competitive discretionary bonus potential; benefits
Summary: As a key member of our Financial Advisory Firm, you will be the first point of contact for prospective clients, laying the foundation for positive and productive relationships.
Ideal candidate: Bachelor’s degree; 2 to 4 years’ proven Business Development exp. (financial advisory, investment banking, management consulting, M&A, private equity, Big 4 or similar environment helpful); excellent communication skills / self-motivated / persistent / high call volume / ability to deal with rejection.
Responsibilities – Business Development Specialist
- Conduct outbound calls to prospective clients to introduce the Firm and services
- Explain advisory processes in a clear and concise manner
- Gather key information about prospective clients
- Coordinate follow-up meetings for senior team members to provide in-depth consultations
- Maintain accurate records of all communications and interactions with prospective and established clients
- Collaborate with the team to develop and refine outreach strategies
- Stay informed about financial advisory business, trends, etc.
Qualifications – Business Development Specialist
- Bachelor's degree
- Minimum 2 to 4 years’ proven business development experience (financial advisory, investment banking, management consulting, M&A, private equity, Big 4 or similar environment is helpful but not required)
- Strong interpersonal skills and the ability to build rapport quickly
- Driven, self-starter mentality; persistent; strong attention to detail
- Positive and resilient attitude with the ability to handle rejection
- Excellent / Highly efficient verbal and written communication skills
- Fluency in Mandarin a plus but not required
- Proficiency in Microsoft Office Suite (specially Excel)
- Ability to work independently and as part of a team
- Experience with CRM software ideal
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