Business Development Associate- B2B Financial Services Sales

Bainbridge, Inc.•Dallas, TX

8d•$58,000 - $85,000•Remote

About The Position

Bainbridge is seeking ambitious, intellectually curious, and results-oriented professionals to join our growing team. This is an opportunity for individuals who thrive in performance-driven environments, enjoy building relationships, and are motivated by meaningful work and uncapped earning potential. As a Business Development Associate, you’ll engage directly with business owners, founders, CEOs, and investors to identify acquisition opportunities and facilitate strategic conversations around mergers, acquisitions, and capital markets. Working alongside experienced professionals, you’ll develop new business relationships, conduct market research, evaluate potential opportunities, and contribute to transactions that help shape the future of privately-held companies. Success in this role requires strong sales and business acumen, curiosity, resilience, and exceptional communication skills. If you’re energized by ambitious goals, enjoy learning about businesses and industries, and want to build a long-term career in investment banking, private equity, and M&A advisory, Bainbridge offers a unique platform for growth and advancement.

Requirements

BA/BS degree in Business, Finance, Economics, Communications, or related field
2+ years minimum experience working in financial services sales, wealth management, private equity, or similar professional B2B sales environment
FINRA licensing highly preferred
Exceptional communication and organizational skills
Demonstrated sales and business acumen
Demonstrated experience using CRM systems to effectively manage sales activities, maintain pipeline, accuracy, and support business development efforts
Understanding of corporate financial analysis and financial statements
Adept at managing multiple projects and completing deliverables on schedule
Discipline to manage workload while working in a digital environment
Ability to work independently and interdependently within a fast paced, entrepreneurial team environment
Commitment to integrity, professionalism, and ethical conduct in all client and company interactions

Nice To Haves

FINRA licensing highly preferred

Responsibilities

Actively prospect and cultivate new client relationships through various channels, including extensive telephone out-bounding, networking events, omni-channel marketing campaigns, and referrals.
Qualify businesses and business owners to identify their divestiture posture, revenue, ownership structure, EBITDA, actionability, and growth strategy.
Develop and maintain strong, long-lasting relationships with clients by providing exceptional service and personalized financial guidance.
Regularly communicate with clients to understand their evolving needs and proactively offer solutions to help them achieve their goals.
Educate clients on the full range of services offered by the firm.
Tailor product recommendations to align with each client's financial and investment objectives and risk profile.
Develop and implement effective sales strategies to meet or exceed sales targets and revenue goals.
Collaborate with internal teams to leverage expertise and resources in delivering comprehensive solutions to clients.
Ensure compliance with all industry regulations and company policies related to financial services sales activities.
Stay updated on changes in financial laws and regulations to ensure adherence and mitigate compliance risks.
Utilize CRM systems and other tools to track sales activities, monitor client interactions, and generate performance reports.
Analyze sales data to identify trends, opportunities, and areas for improvement in sales strategies and client engagement.