Business Development Associate

2 weeks ago

Tampa, Florida, United States Star Mountain Full time
Investment Consultant Role at Star Mountain Capital

Star Mountain Capital is a leading private investment firm focused on the lower middle-market (LMM) in the United States. We are seeking an experienced Investment Consultant to join our team in Tampa, Florida.

Job Summary

The Investment Consultant will support our external business development team by driving strategic relationship management initiatives for institutional and wealth clients. This role requires a deep understanding of private credit, secondaries, and private equity offerings, as well as excellent communication and relationship-building skills.

Key Responsibilities
  • Provide essential support to senior external professionals by working together to develop client relationship management strategies for new and existing institutional and wealth relationships.
  • Partner closely with the external team to strengthen relationships with clients and financial advisors by addressing their needs and ensuring seamless communication.
  • Contribute to the success of external sales initiatives by meeting growth and new client acquisition goals.
  • Provide excellent client service to existing and prospective clients and financial advisors by assisting with email and phone communication.
  • Facilitate the distribution of sales materials and updates to internal and external stakeholders, ensuring alignment with the external team's goals.
  • Collaborate with the external business development team to create regional campaigns and engage centers of influence.
  • Play a lead role in client segmentation and ensure CRM data accuracy to support the external business development team's client management efforts.
  • Collaborate with other internal teams (e.g., investment team, compliance, client services, and marketing) to ensure alignment and comprehensive support for the external business development team.
  • Mentor junior team members to enhance their ability to support the external business development team.
Requirements
  • 2-5+ years of experience in sales, asset management, or wealth management.
  • Results-driven with a history of consistent success in meeting or exceeding sales goals.
  • Strong interest in finance, investing, and business development.
  • Proficient knowledge of alternative investments.
  • Ability to handle multiple work streams and support senior professionals in complex sales cycles.
  • Resilient team player with excellent communication skills.
  • Strong verbal and written communication skills.
  • Excellent organizational skills and follow-through while managing multiple projects.
  • Demonstrated ability to work with a tireless work ethic.
  • Strong attention to detail and a conscientious approach to sales.
  • Extensive comprehension of the Microsoft Office suite.
  • Bachelor's Degree required; advanced degrees are preferred.
  • Series 7 and 66 (or 7, 63, and 65) licenses will be required; advanced credentials (e.g., CFA, CAIA) are a plus.
What We Offer

Star Mountain Capital offers a competitive compensation package, including an annual discretionary bonus and other economics. Total compensation may vary by role, location, department, and individual performance. The firm is 100% employee-owned, providing for material economic wealth creation opportunity. We also offer a highly competitive medical, dental, and vision package, as well as 50% coverage on monthly gym memberships, a cell phone stipend, tuition support of job-related designations, and learning and development opportunities.

We are committed to a healthy and engaged workforce and are constantly evolving our benefits to support our employees' needs today and in the future.

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