Western Region Private Equity Practice Development
3 days ago
Marcum LLP offers a great career with exceptional benefits.
There’s a lot to think about when it comes to launching your accounting career. At Marcum, we offer you a world of opportunity, a highly competitive salary, exceptional benefits, flexible work options, and industry-leading technology, all within an environment that values your contributions and supports your professional growth.
At Marcum, eligible associates receive a benefits package that includes health, dental, and vision insurance, short and long-term disability insurance, life insurance, flexible spending accounts, and transit benefits, as well as paid time off, a 401(k) plan with an employer contribution, and a profit sharing plan.
Western Region Private Equity Practice Development Leader
Location: Southern CA
The Western Region Private Equity Practice Development Leader will find new opportunities for the Western Region. You will be the face of Marcum in the market place. Based out of the Los Angeles office, you will use your extensive professional referral network to find new opportunities and bring the appropriate partner to help close it. You will work closely with the Senior Marketing Coordinator and the Regional Marketing Director throughout the sales process; from initial meeting to proposal creation all the way through engagement letter signing and collection of the retainer. You are the guardian of the new business process. Although rare, out of town travel is required as many functions after hours are required. You will be focused on capturing private equity work.
**Responsibilities**:
- Networking
- Possesses a strong network of personal contacts.
- Develops prospects from current customers, referral leads or sales/trade meetings.
- Observes, receives, and otherwise obtains information from all relevant sources.
- Uses creativity and alternative ways of thinking to develop new contacts.
- Knowledge of the Firm
- Is knowledgeable about the Firm’s various service lines and who key leaders are.
- Keeps abreast of industry activity and key news items.
- Internal Professional Relationships & Service
- Models and reinforces customer service behaviors.
- Effectively diffuses/de‐escalates difficult or confrontational situations.
- Develops constructive and cooperative working relationships with others, and maintains them over time.
- Firm Visibility
- Positively represents the Firm on programs or objectives.
- Is a role model representing Marcum at events and social gatherings.
- Communicates with people outside the organization, representing the Firm to customers.
- Identifies Cross Selling Opportunities
- Contacts prospective customers to present information and explain available services.
- Assists in Developing Competitive Marketing Strategies
- Coordinates presentations on the Firm to groups to attract new clients.
- Identifies what needs to be done and takes action before being asked or required to. Is polite and patient in dealing with people, stays calm and professional in emotionally charged situations.
- Decision Making
- Deduces appropriate avenues of inquiry or sources of information from clues.
- Gathers and weighs all pertinent information before making judgments or taking action.
- Reaches logical conclusions and makes high quality decisions.
- Informs all appropriate parties of decisions.
- Uses logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems.
- Considers the relative costs and benefits of potential actions to choose the most appropriate one.
- Communication
- Gives full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times.
- Demonstrates ability to provide explanation and/or options to resolve difficult or confrontational situations.
**Qualifications**:
- Bachelor’s degree is required. MBA is a plus.
- 10+ years of selling experience or 5+ years of selling experience in professional services.
- Experience working as a Commercial Banker is a plus.
- Business Development experience selling for industries such as legal, financial, private equity and accounting services.
- Possesses knowledge of principles and processes for providing customer service. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction.
- Possesses knowledge of economic and accounting principles and practices, the financial markets, banking and analysis and reporting of financial data.
- Demonstrates skill in resolving difficult situations.
- Possesses knowledge of business and management principles involved in strategic planning and resource allocation.
- Demonstrates willingness to do what it takes to get the job done.
- Demonstrates willingness to help with projects.
- Communicates effectively in writing and verbally as appropriate for the needs of the audience.
Marcum LLP is an Eq
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