Manager | Sponsor Coverage

CBIZ•New York, NY

2d•Onsite

About The Position

This role reports to the Private Equity Advisory Senior Managing Director and is critical to expanding our market share with clients and prospective clients in our New York Metro market. The individual must live in New York City.

Requirements

Bachelor’s degree required
5 years of experience in related field
3 years of supervisory experience
Must have and preserve required licenses
Ability to manage all aspects of client engagements
Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
Proficient use of applicable technology
Must be able to travel based on client and business needs
Must live in New York City

Nice To Haves

5+ years of experience working in client service or new business development in middle market M&A
Proficient in Microsoft Word, Excel, PowerPoint, and Salesforce.com
Proven ability to leverage personal and professional network
Proven ability to establish multi-level relationships within a single firm
Ability to recognize and prioritize action across multiple prospect opportunities
Must be a self-starter that can work independent of daily oversight
High level of maturity and professionalism while displaying tenacity

Responsibilities

Identify, network into, and establish relationships with deal team professionals at private equity firms, investment banking firms, and other M&A constituents
Nurture and leverage existing firm relationships to expand contacts within a PE or IB group
Prepare for telephonic and in person meetings by completing information sheets necessary to conduct successful calls/meetings
Schedule, participate in, and lead follow up on telephonic and in person meetings
Log and update all data tracking fields in SalesForce after telephonic and in person meetings
Log and track advancement of individual professionals along our sales cycle continuum
Use tools including PitchBook, LinkedIn etc. to navigate
Send best practice emails to probe for needs where CBIZ Private Equity Advisory can deliver solutions
Attend industry events as necessary to market CBIZ Private Equity Advisory and optimize brand awareness
Work with Marketing to follow up on specific lead generation campaigns
Present actionable business intelligence off fund news to properly stay top of mind and advance more individuals at more funds
Learn and maintain in-depth knowledge of new services, industry trends and competition