Vice President, Business Development (Boston, MA)

Our client is a prominent wealth management firm located in Boston, MA. They are seeking a Vice President, Business Development to drive client growth, as well as maintain existing client relationships. Must have a successful track record in achieving sales goals in a financial services environment.

• Responsible for business development to find high net worth prospects to the firm such as attorneys, CPAs and other advisors of company clients.
• Prospect and develop these new leads, as well as maintain relationships with existing clients through meetings and attending industry events.
• Must generate large sales revenue.
• Interact and coordinate with equity sponsors, investment bankers, accountants and attorneys;
• Continually monitor certain economic, industry, capital market and company trends and developments;
• Conduct business development and support including prospecting for new clients and leads, preparing and presenting marketing materials as well as scoping, pricing and negotiating assignments.

• Bachelors Degree in Finance, Business Administration or related field required. MBA or CFA preferred
• Excellent and successful background working within Business Development required.
• Excellent Prospecting skills

Location: Boston, MA
Salary: Highly Competitive Compensation Package

Contact a Recruiter at Careers On The Move 

Manager, Financial Due Diligence (Chicago, IL)

Our client is an established business valuation firm and has earned a reputation as a leading provider of business valuation and security analysis, intangible asset and intellectual property appraisal and corporate finance. With offices located throughout the country, they are a full service firm offering a wide range of valuation and corporate finance services to both private and public companies nationwide. The ideal candidate should have concentrated valuation experience and strong experience with valuation of commercial properties.

• Manage transaction advisory engagements (buy-side and sell-side). Provide due diligence assistance (financial and business) to companies and private equity investors.
• Oversee direction of client management.
• Manage teams, and third party diligence groups during transaction process.
• Analyze company data to target past and projected operational and financial trends.
• Assess company data for specific reasons of quality of earnings and working capital options. Also review for potential liabilities and risks, which would impact valuation and negotiation of the target company
• Responsible for the design and initial creation of custom transaction advisory reports that are targeted to to key issues such as achievability of management’s budget, normalized earnings, and indebtedness considerations and valuation model input assumptions.

• Bachelors Degree in Accounting, Business Administration, Finance or related field. CPA is preferred.
• Minimum five to seven years of related work experience. Minimum four years of experience in top ten public accounting firm: accounting, advisory, financial audit, or transaction experience.
• Excellent project management experience that includes planning, organizing, coordinating, and managing staff, clients, and/or partners towards the successful completion of a project
• Strong current knowledge in one or more of: United States Generally Accepted Accounting Principles, Securities and Exchange Commission financial reporting issues, International Financial Reporting Standards , mergers and acquisitions, or transaction services
• Strong verbal and written communication skills
• Ability to travel fifty percent annually including potential international travel

Location: Chicago, IL
Salary: Competitive

Contact a Recruiter at Careers On The Move