Business Development Executive

Recruiting Executive | Helping Startups & Middle-Market Companies Hire with Precision | Concierge-Level Recruiting for Tech, Engineering, Marketing
Are you a Director of Business Development looking for a new role at one of the countrys top boutique investment banks? Are you a Director of Business Development with a proven track record conveying complex financial strategies to C-Level Executives, Trusted Solutions Advisors, and Middle Market Clients? Are you a Director of Business Development who has spent at least five years cultivating B2B relationships, across finance and professional services ecosystems? Are you a Director of Business Development who can manage extended sales cycles and drive investment banking deals valued at $30mm and greater? We are partnering with a well-established, 20+ year-old sell-side advisory firm that offers proven M&A and private equity alternatives to middle-market companies. In doing so, this boutique investment bank helps companies maintain independence, enhance cash flow, and create tax-advantaged shareholder liquidity events.
As a Director of Business Development you will join an investment banking practice with unmatched ESOP transaction volume. Partnering with executive leadership and marketing teams, you will define sales strategies, execute campaigns, and cultivate relationships across multiple B2B verticals and select industry segments.
Develop & Implement Sales Strategies Collaborate with executive leadership and marketing teams to define and execute middle-market sales lifecycle and partnership strategies.
Build & Nurture Key Relationships Establish and strengthen strategic relationships across business advisory networks in targeted regions and industries.
Drive Revenue Growth Develop and execute sales strategies to generate significant revenue, targeting 5-10 deals per year, valued at $30mm and greater.
Proactive Business Development Conduct phone and email outreach to both cultivated lists and self-sourced prospects.
Industry Engagement & Networking Represent the brand at targeted industry conferences, participate in regional and national organizations, and expand the firms presence within key markets.
Strategic Marketing Collaboration Work with marketing teams to design and execute formalized outreach initiatives that drive engagement and pipeline growth.
Market Intelligence & Competitive Insights Leverage industry data and market trends to refine sales strategies, explore new business opportunities, and maintain a competitive edge.
7+ years of experience selling finance, legal or professional services solutions with a strong track record of exceeding revenue targets.
~ Existing relationships with financial institutions, professional services firms, law firms, and/or wealth advisors, within Northern CA / Bay Area.
~ Proven track record of driving sales and revenue growth with a focus on middle-market clients; companies with 20+ employees and $5million+ in operating profits.
~ Proven business development experience in building sales pipelines for Law Firms, Accounting Firms, Consulting Firms, and/or Finance-Focused Businesses.
~ Ability to develop and sustain C-level (COO, CFO, CEO) relationships, navigate complex organizational structures, and drive long-term partnerships.
~ Strong verbal and written communication, networking, and presentation abilities.
~ Proficiency in Excel, Google Sheets, Docs, ZoomInfo, HubSpot, and other relevant sales and CRM tools.
~ Ability to work independently, remotely, and collaboratively within a high-performance sales environment.
~ Must be local in the San Francisco Bay Area.

Join one of the nations leading boutique Investment Banks and play a key role in shaping its growth and long-term success.
Be part of a passionate team committed to business independence, innovation, and financial empowerment.
Lead and scale middle-market sales operations for a premier ESOP Investment Bank.
Fully remote role with travel.
Base salary + bonus + significant commission incentives.
Medical, dental, and vision coverage.
If youre a Director of Business Development eager to drive sales and revenue growth for a leading boutique Investment Bank, please apply today
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