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Business Development Executive- Financial Services Deal Origination

Business Development Executive- Financial Services Deal Origination

Keller Executive SearchBuffalo, NY, US
15 hours ago
Job type
  • Full-time
Job description

Business Development Executive

We're recruiting a results-driven business development executive to fuel M&A pipelines for our client within the Financial Services sector. In this hunter role, you'll identify and qualify potential acquisition targets, engage directly with owners / founders, and open doors for institutional buyers. If you love high-quality outreach, senior-level conversations, and building trust with entrepreneurs, this is for you.

Key Responsibilities

  • Run targeted, high-volume outreach to privately held companies across multiple sectors to source qualified opportunities.
  • Lead discovery calls : assess financial profile, ownership, motives to transact, and timing.
  • Build rapport with owners / C-suite; guide them through early exploration. Be consultative, not pushy.
  • Qualify opportunities against revenue, profitability, growth, and deal fit. Document clearly in the CRM.
  • Present buyer interest professionally and coordinate warm handoffs to the deal team.
  • Track activity, conversion metrics, and pipeline health; share weekly insights.
  • Promote collaboration and effective communication across all levels of the organization.
  • Stay sharp on market dynamics, valuation trends, and deal activity.
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Development Executive • Buffalo, NY, US