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Financial Services Director of Business Development

Financial Services Director of Business Development

Cherry BekaertBoston, MA, US
8 days ago
Job type
  • Full-time
Job description

Financial Services Director of Business Development

2 weeks ago Be among the first 25 applicants

Ranked among the largest accounting and consulting firms in the country and consistently recognized as a Great Place to Work, Cherry Bekaert delivers innovative advisory, assurance and tax services to our clients. We are proud to foster a collaborative environment focused on enabling your career growth and continuous professional development. Our Business Development team is looking for a Director of Business Development with a background in asset management and alternative investments sectors. The Director of Business Development will have the opportunity to work hybrid from any of our Chicago, Denver, Boston offices or remote from New York.

We are seeking an ambitious and experienced Business Development Executive to join our team. The ideal candidate will have a strong background in financial and / or professional services sales, particularly within the asset management and alternative investments sectors (hedge funds, broker dealers, SEC registered funds, real estate funds, registered investment advisors, Private Equity, Venture Capital, family offices) and will be responsible for expanding our client base and fostering relationships with existing clients. This role offers an exciting opportunity to contribute to the growth of our business by delivering our unique tax, audit and advisory solutions to asset managers and investors.

As a Director of Business Development, you will :

  • Client Acquisition and Relationship Management :
  • Identify and engage prospective new clients that can benefit from our tax, audit and advisory services.
  • Cultivate and maintain strong, long-lasting relationships with existing clients, understand their evolving needs and ensure satisfaction with our services.
  • Serve as the primary liaison between clients and our internal teams, addressing inquiries and facilitating communication.
  • Sales Strategy and Execution :
  • Develop and implement strategic sales plans to meet and exceed revenue goals.
  • Conduct thorough market research to identify trends and opportunities within the asset management sector.
  • Prepare and deliver compelling sales presentations and proposals tailored to the unique needs of each client.
  • Collaboration and Coordination :
  • Work closely with our service lines to gain a deep understanding of our service offerings and client solutions.
  • Collaborate with the marketing team to develop targeted campaigns and promotional materials.
  • Coordinate with internal teams to ensure the seamless delivery of services and high client satisfaction.
  • Reporting and Analysis :
  • Maintain detailed records of sales activities and client interactions using CRM software.
  • Prepare regular reports on sales performance, market trends, and client feedback.
  • Analyze sales data to identify areas for improvement and new growth opportunities.

What you bring to the role :

  • Strong understanding of tax and audit processes and / or complimentary professional services and their relevance to asset management and investors. Bachelor's degree preferably in Business, Finance, Accounting, or a related field.
  • Proven experience (10+ years) in sales within the financial and / or professional services sector, preferably focused on asset management or alternative investments.
  • Familiarity with research tools (such as ZoomInfo) and strategies used in building strategic targets
  • Professional and effective lead generation and prospecting skills
  • Experience with canvassing, cold calling and networking to meet goals within a region or industry
  • Mature understanding of the lifecycle of a business such as how they are funded, to developing new products, to streamlining processes etc.
  • Oral presentation skills
  • Basic familiarity with proposal responses and content positioning and strategy
  • Excellent technology skills with solid experience in Microsoft Office : PowerPoint, Excel, Word and Outlook. Advanced Excel skills preferred. Experience tracking leads and activity in a CRM system (MS Dynamics experience a plus but not required)
  • Experience with solution selling into the decision makers at asset managers and investors
  • Proven track record of exceeding sales quotas and new business initiation goals
  • Excellent listening and verbal communication skills.
  • Strong organizational and analytical skills.
  • Ability to effectively and efficiently prioritize and respond to inquiries from clients, co-workers, supervisor, and / or management.
  • Experience with attending industry functions, such as association events and conferences, and the ability to provide feedback and information on market and creative trends. Ability to travel 50% of the time.

    • What you can expect from us :

  • Our shared values that foster inclusion and belonging including uncompromising integrity, collaboration, trust,and mutual respect
  • The opportunity to innovate and do work that motivates and engages you
  • A collaborative environment focused on enabling you to further your career growth and continuous professional development
  • Competitive compensation and a total rewards package that focuses on all aspects of your wellbeing
  • Flexibility to do impactful work and the time to enjoy your life outside of work
  • Opportunities to connect and learn from professionals from different backgrounds and with different cultures

    • Cherry Bekaert cares about our people. We offer competitive compensation packages based on performance that recognize the value our people bring to our clients and our Firm. The salary range for this position is included below. Individual salaries within this range are determined by a variety of factors including but not limited to the role, function and associated responsibilities, a candidate's work experience, education, knowledge, skills, and geographic location. In addition, we offer a comprehensive, high-quality benefits program which includes annual bonus, medical, dental, and vision care; disability and life insurance; generous Paid Time Off; retirement plans; Paid Care Leave; and other programs that are dedicated to enhancing your personal and work life and providing you and your family with a measure of financial protection.

    Pay Range : 120,000 to $185,000

    About Cherry Bekaert

    Cherry Bekaert, ranked among the largest assurance, tax and advisory firms in the U.S., serves clients across industries in all 50 U.S. states and internationally. For more details, visit https : / / www.cbh.com / disclosure /

    Cherry Bekaert provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity / expression, national origin, citizenship status, protected veteran status, disability status, or any other category protected by applicable federal, state or local laws. https : / / careers.cbh.com / legal-disclosures / contains further information regarding the firm's compliance with federal, state and local recruitment and hiring laws.

    This role is expected to accept applications for at least five calendar days and may continue to be posted until a qualified applicant is selected or the position has been cancelled.

    Candidates must demonstrate eligibility to work in the United States.Cherry Bekaert will not provideworksponsorship for this position.

    Cherry Bekaert LLP and Cherry Bekaert Advisory LLC are members of Allinial Global, an accountancy and business advisory global association. Visit us at https : / / careers.cbh.com / and follow us onLinkedIn,Glassdoor,Instagram, Twitterand Facebook.

    2025 Cherry Bekaert. All Rights Reserved.

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