Sales Archives - Careers on the Move

Business Development Associate – Atlanta, GA

June 19, 2024 by Systems Administrator

Our client is an independent valuation firm with a track record-a full service appraisal/financial advisory firm that provides expert opinions on the valuations of business, equity and debt securities, intangible assets, and other property as well as providing sophisticated transaction services in the form of fairness opinions and solvency opinions. Excellent opportunity to work on top deals, gain and develop key industry contacts.

This is a fantastic place to work, and the management team is very professional and great to work with. Really nice, supportive environment.

Responsibilities:

• Conduct market research to identify target companies and key individuals at those companies

• Initiate communications with companies and conduct ongoing follow up

• Monitor M&A activity and trends in the territory and track M&A activity at target companies

• Provide research support for meetings

• Develop marketing collateral, presentations and meeting materials

• Attend networking and other professional events

Requirements:

Bachelors Degree in Business Administration, Finance or another related field. Masters is preferred. CFA or CPA is a plus.
1–3 years of business development experience
Strong verbal, written communication, listening and interpersonal skills
Ability to prioritize multiple assignments and collaborate with internal teams to manage time-sensitive engagements
Strong work ethic and capacity to work flexible hours around critical due dates
A broad knowledge of finance
Comfort and experience dealing with private equity firms and corporate finance and accounting staff
Experience with private equity and/or investment banking a plus
General understanding of valuation and/or financial reporting also a plus

Location: Atlanta, GA

Salary: Competitive Base Salary + Bonus

Contact a Recruiter at Careers On The Move

Filed Under: Banking, Brokerage, Financial Services, Job Alerts, Massachusetts, New England, New Jersey, New York, Sales, Valuation Tagged With: broker, Business Development, Financial Advisor, Financial Representative, Institutional Sales, Internal Wholesaler, Loan Officer, Phone Calls, Prospecting, Sales, Series 7, Support, Valuations, Wall Street, Wealth Manager

Business Development Manager – Valuation (Tampa, FL or Miami, FL)

January 26, 2023 by Systems Administrator

Our client is an independent valuation firm with a track record-a full service appraisal/financial advisory firm that provides expert opinions on the valuations of business, real estate, intangible assets, and other property as well as providing sophisticated transaction services in the form of fairness opinions and solvency opinions. Excellent opportunity to work on top deals, gain and develop key industry contacts.

This candidate should have concentrated Business Development experience in the Valuation Industry. Must have experience with Financial Statements and some entrepreneurial or start up experience is a plus.

MBA preferred.

Responsibilities:

WILL BE RESPONSIBLE FOR GENERATING LARGE SALES REVENUE.

Responsible for managing client relationships and business development within the financial, corporate and asset management communities

Prospecting and developing new leads as well as maintaining relationships with existing clients through meetings and attending industry events;

Interacting and coordinating with equity sponsors, investment bankers, accountants and attorneys;

Continually monitoring certain economic, industry, capital market and company trends and developments;

Conducting business development and support including prospecting for new clients and leads, preparing and presenting marketing materials as well as scoping, pricing and negotiating assignments.

Selling financial advisory services in connection with mergers, acquisitions, divestitures, recapitalizations, leveraged buyouts and public and private financings as well as for financial and tax reporting purposes;

Selling financial opinions with respect to valuation, fairness and solvency;

Business generation in valuations of businesses, equity and debt securities, loans, derivative instruments, structured products and intangible assets;

Requirements:

Bachelors Degree in Business Administration, Finance or another related field. Masters is preferred. CFA or CPA is a plus.
Minimum seven to 10 years of successful Business Development experience selling to businesses and institutions.
Experience in Valuation field required
Excellent Prospecting skills
Long hours and insight and desire to keep up with the M&A service advisors

Location: Tampa, FL / Miami, FL

Salary: $100K -$150K range plus Bonus / Commission plan

Contact a Recruiter at Careers On The Move

Filed Under: Financial Services, Florida, Sales, Valuation Tagged With: Business Development, Business Valuation, Client Prospecting, new client, Revenue, Sales, sales hunter, Valuation, Wall Street

VP – Business Development / Sales – San Joaquin Valley CA

February 8, 2021 by Systems Administrator

Our Client, an established Private Money lender is looking for a Vice President for their California office. 5+ years extensive business development and sales experience required. CFA a plus.

Responsibilities:

Understanding of private money in the Fix/Flip platform space
Leading Onboarding, training and coaching staff
Develop an origination platform 8-15M per month-fix and flip loan generation .
Understanding of Key Performance Indicators and ownership.
Marketing and networking to potentialclients
Must have rolodex within the private-money industry.

Location: San Joaquin Valley CA

Salary: Highly competitive plus Bonus & Benefits package

(relocation package available)

Contact a Recruiter at Careers On The Move

Filed Under: California, Job Alerts, Sales Tagged With: Business Development, Fundraising, lender, Sales

Business Development Manager / Sr. Manager – Private Equity (Boston, MA)

October 31, 2020 by

Our client is an independent valuation firm with a track record-a full service appraisal/financial advisory that provides expert opinions on the valuations of business, equity and debt securities, intangible assets, and other property as well as providing sophisticated transaction services in the form of fairness opinions and solvency opinions. They are seeking Business Development professionals for two locations. This is an excellent opportunity to work on top deals, as well as gain and develop key industry contacts. This firm has a phenomenal work environment that is very supportive.

These candidates should have concentrated Business Development experience. Must have experience with Financial Statement, Private Equity, and some entrepreneurial or start up experience is a plus.

Candidates can come from financial software or a broker dealer. Possible backgrounds would include Financial Advisors or Loan Officers looking to leverage into the Private Equity / Hedge Fund arena. Client will train on their product line. This position will support a certain market initiative into BDCs and PE.

MBA preferred.

Responsibilities:

WILL BE RESPONSIBLE FOR GENERATING LARGE SALES REVENUE.
Prospecting and developing new leads as well as maintaining relationships with existing clients through meetings and attending industry events;
Responsible for managing client relationships and business development within the financial, corporate and asset management communities
Interacting and coordinating with equity sponsors, investment bankers, accountants and attorneys;
Conducting business development and support including prospecting for new clients and leads, preparing and presenting marketing materials as well as scoping, pricing and negotiating assignments.
Business generation in valuations of businesses, equity and debt securities, loans, derivative instruments, structured products and intangible assets;
Selling financial advisory services in connection with mergers, acquisitions, divestitures, recapitalizations, leveraged buyouts and public and private financings as well as for financial and tax reporting purposes;
Selling financial opinions with respect to valuation, fairness and solvency;
Continually monitoring certain economic, industry, capital market and company trends and developments;

Requirements:

Bachelors Degree in Business Administration, Finance or another related field. Masters is preferred. CFA or CPA is a plus.
Minimum seven to 10 years of successful Business Development experience selling to businesses and institutions.
Experience in Private Equity required
Excellent Prospecting skills
Long hours and insight and desire to keep up with the M&A service advisors

Location: Boston, MA

Salary: $100K -$150K range plus Bonus / Commission plan

Contact a Recruiter at Careers On The Move

Filed Under: Financial Services, Job Alerts, Massachusetts, New England, Valuation Tagged With: Broker Dealer, Busines Development Manager, Business Development, Business Valuation, Client Prospecting, Financial Advisor, new client, Private Equity, Revenue, Sales, sales hunter, Travel, Valuation, Wall Street

Manager / Sr. Manager Matrimonial Litigation / Forensic Accounting- (Remote – Northeast / Mid Atlantic)

September 10, 2020 by

Our client is a top financial advisory firm is looking to grow their litigation consulting practice, which is small yet growing.

Key Responsibilities:

Manage multiple complex matrimonial litigation projects.
Perform advanced financial analysis including asset tracing, lifestyle analysis, business valuation, cash flow analysis, income available for support, and settlement structuring .
Communicate and review results with clients in a timely and efficient manner .
Maintain and develop positive, productive, and professional relationships with clients and colleagues

Qualifications:

Minimum Bachelor’s degree in Accounting or Finance.
Advanced degrees including MBA or JD highly desired.
Preferred certifications: CPA; ASA/CVA/ABV; CFF; and CDFA
Training in divorce mediation and collaborative law highly desired
Five plus years’ experience in litigation and matrimonial forensics highly desired
Excellent written and verbal communication skills
Open to forensic accountants who have asset tracing experience with openness to applying this skill to matrimonial litigation

Location: Remote but must reside within driving distance to Central NJ

Salary: Competitive Base + Bonus Package

Contact a Recruiter at Careers On The Move

Filed Under: Financial Services, New Jersey, New York, Valuation Tagged With: Business Valuation, Capital Markets, Cash Flow, CFA, chicago, Commercial Litigation, Comparable Analysis, estate and gift tax, Finance, Forensic Accounting, M&A, Manager, matrimonial dissolution, MBA, Mergers & Acquisitions, Private Equity, Recapitalization, Sales, shareholder disputes, SVP, Tax Reporting, Valuation

Senior Business Development Associate (Bucks County, PA)

February 10, 2020 by

These candidates should have concentrated Business Development experience. Must have experience with Financial Statement, Private Equity, and some entrepreneurial or start up experience is a plus.

MBA preferred.

** Role will include 25-35% travel

Relocation assistance possible for exceptional candidate.

Responsibilities:

WILL BE RESPONSIBLE FOR GENERATING LARGE SALES REVENUE.
Prospecting and developing new leads as well as maintaining relationships with existing clients through meetings and attending industry events;
Responsible for managing client relationships and business development within the financial, corporate and asset management communities
Interacting and coordinating with equity sponsors, investment bankers, accountants and attorneys;
Conducting business development and support including prospecting for new clients and leads, preparing and presenting marketing materials as well as scoping, pricing and negotiating assignments.
Business generation in valuations of businesses, equity and debt securities, loans, derivative instruments, structured products and intangible assets;
Selling financial advisory services in connection with mergers, acquisitions, divestitures, recapitalizations, leveraged buyouts and public and private financings as well as for financial and tax reporting purposes;
Selling financial opinions with respect to valuation, fairness and solvency;
Continually monitoring certain economic, industry, capital market and company trends and developments;

Requirements:

Bachelors Degree in Business Administration, Finance or another related field. Masters is preferred. CFA or CPA is a plus.
5 to 10 years of successful Business Development experience.
Experience in Valuation field required
Excellent Prospecting skills
Long hours and insight and desire to keep up with the M&A service advisors

Location: Bucks County, PA

Salary: $115K Base plus Bonus / Commission plan

Contact a Recruiter at Careers On The Move

Filed Under: Job Alerts, Pennsylvania, Valuation Tagged With: Business Development, CFA, CPA, Debt Securities, Intangible Assets, Sales, Valuation

Senior Vice President / Sr. Manager Valuation – Chicago, IL

November 6, 2019 by

Our client is an independent valuation firm with a 30 year track record-a full service appraisal/financial advisory firm that provides expert opinions on the valuations of business, equity and debt securities, intangible assets, and other property as well as providing sophisticated transaction services in the form of fairness opinions and solvency opinions.

Excellent opportunity to work on top deals, gain and develop key industry contacts, and be responsible for revenue generation. This senior leadership position is that of a Doer /Seller, and manage valuation engagements while being instrumental in business development activities.

Responsibilities:

Providing financial advisory services in connection with mergers, acquisitions, divestitures, recapitalizations, leveraged buyouts and public and private financings as well as for financial and tax reporting purposes;

Rendering financial opinions with respect to valuation, fairness and solvency;

Performing valuations of businesses, equity and debt securities, loans, derivative instruments, structured products and intangible assets;

Performing detailed due diligence including site visitations, management interviews, review of strategic alternatives and legal documentation as well as business, financial, industry, and market research and analysis;

Constructing and maintaining sophisticated, scenario driven financial and valuation models including analysis of financing alternatives, cash flow and IRR analysis, LBO/debt repayment analysis, accretion/dilution analysis, sum-of-the-parts valuation, discounted cash flow valuation, comparable public company valuation, comparable merger and acquisition valuation, loan pricing and derivative pricing;

Continually monitoring certain economic, industry, capital market and company trends and developments;

Preparing and presenting detailed financial analyses and reports to directors, senior managers, lenders and shareholders;

Interacting and coordinating with equity sponsors, investment bankers, accountants and attorneys on a daily basis;

Managing multiple engagements simultaneously with tight-deadlines in an unstructured and entrepreneurial environment;

Developing and maintaining relationships with existing clients through periodic conversations and meetings;

Conducting business development and support including prospecting for new clients and leads, preparing and presenting marketing materials as well as scoping, pricing and negotiating assignments.

Requirements:

* 10-12 years experience in Valuation
* Track record of Sales Generation
* Experience working in the merger and acquisition environment supporting the needs of M&A attorneys, Private Equity and lenders
* Long hours and insight and desire to keep up with the M&A service advisors
* Bachelors Degree, MBA a plus
* CFA a plus

Location: Chicago, IL

Salary: Competitive Base + Bonus Package

Contact a Recruiter at Careers On The Move

Filed Under: Financial Services, Illinois, Job Alerts, Valuation Tagged With: Capital Markets, Cash Flow, CFA, chicago, Comparable Analysis, Finance, M&A, Manager, MBA, Mergers & Acquisitions, Private Equity, Recapitalization, Sales, SVP, Tax Reporting, Valuation

Vice President / Valuation Manager – Dallas, TX

October 5, 2019 by