Business Development Associate - Private Equity - M & A

Optimatum Solutions, LLC; New York, Northern (NY, KY); Hybrid; USD 75,000 - 120,000; Full time

Benefits offered by this job

401(k)

401(k) matching

Dental insurance

Employee discounts

Health insurance

Opportunity for advancement

Paid time off

Training & development

Tuition assistance

Vision insurance

Wellness resources

Job summary

Optimatum Solutions in New York, NY, is seeking a Business Development Associate focusing on private equity and M&A to support growth with sales and marketing execution. The role blends CRM management, client engagement, and hands-on campaign work in a fast-paced, entrepreneurial environment.

You will own data integrity, help shape proposals and materials for PE clients, coordinate events, and collaborate across teams to drive revenue.

Qualifications

• 2–4 years in business development, client development, sales support, or marketing within professional services, consulting, financial services, or private equity.
• Direct experience supporting teams that work with private equity firms or portfolio companies is required.
• Strong written and verbal communication skills with experience preparing client-facing materials.

Responsibilities

• Coordinate BD activities including pipeline tracking, opportunity management, and CRM updates.
• Develop relationships with PE firms, operating partners, and portfolio company executives.
• Prepare pitch materials, proposals, and engagement summaries for private equity clients; support events.

Skills

PE deal cycles

Client relationships

CRM proficiency

Content creation

Education

Bachelor's degree

Tools

CRM platforms

Microsoft Office

Job description

Benefits

• 401(k)
• 401(k) matching
• Dental insurance
• Employee discounts
• Health insurance
• Opportunity for advancement
• Paid time off
• Training & development
• Tuition assistance
• Vision insurance
• Wellness resources

Optimatum Solutions

Optimatum Solutions is seeking a Business Development Associate - Private Equity - M & A who thrives in an entrepreneurial environment and is eager to make a tangible impact. This role offers a unique opportunity for individuals who have previously worked within highly matrixed organizations and step into a dynamic, growing company where your contributions directly shape outcomes.

We’re looking for a driven professional ready to take ownership in a role that blends sales support with hands‑on marketing execution. In this position, you’ll have the autonomy to shape how we grow revenue by:

• Owning CRM data integrity to ensure accurate pipelines, reporting, and client tracking
• Managing client relationships and expansion efforts with a proactive, independent approach
• Executing marketing campaigns across social media and email, bringing creative ideas to life and measuring their impact
• Designing and refining sales materials that directly influence client engagement and deal success

This is an in‑person role designed for someone who thrives in environments where initiative is valued and independence is encouraged. With flexibility to expand responsibilities based on your availability and business needs, you’ll have the chance to make a visible impact while growing your career.

If you’re ready to leverage your experience in a setting where agility, creativity, and impact matter—and where your work will be seen and felt—this is the role for you.

Our Story

Optimatum is a leading vendor management firm, delivering savings for the HR supply chain since 2007. We are the first company in the market to bring best practices in vendor management to HR Supply Chain operations: Employer‑Sponsored Healthcare, Retirement, HR Systems, and M&A/Transitional Services. Our turnkey solutions improve the financial and operational performance of health care plans for our clients located nationwide through our unique multidisciplinary approach, which includes forensic analysis and the maintenance of existing vendor relationships, while at the same time increasing HR vendor transparency and accountability.

We’re a high‑performing, entrepreneurial organization built on a foundation of client focus and innovation. Our culture celebrates individuality, inclusion, and collaborative growth. At Optimatum, you’ll find an environment that encourages continuous learning and personal development—without the constraints of corporate bureaucracy. Every team member plays a meaningful role in driving our success and is recognized for their unique strengths and contributions.

The Opportunity

The Business Development Associate will support the growth initiatives of the organization by providing strategic sales support, client development coordination, and operational execution across the full business development lifecycle.

Key Responsibilities

Business Development & Sales Support

• Working with leadership on coordinating business development activities; including pipeline tracking, opportunity management, and CRM updates.
• Support the organization in preparing pitch materials, proposals, capability decks, and engagement summaries tailored to private equity clients.
• Conduct background research on target PE firms, portfolio companies, industry trends, and deal activity to support pursuit strategy.
• Maintain and update sales collateral, case studies, and thought leadership relevant to private equity value creation, due diligence, and portfolio optimization.

Client Development & Relationship Management

• Coordinate outreach campaigns, client touchpoints, and follow‑up activities with PE firms, operating partners, and portfolio company executives.
• Track client engagement metrics and prepare reports for leadership on relationship health, cross‑sell opportunities, and market penetration.
• Support planning and execution of marketing events including: roundtables, webinars, and conferences.

Operational Support

• Maintain accurate tracking of activities and action items for the leadership team.
• Assist with scheduling and logistics for meetings and marketing initiatives.
• Ensure compliance with firm policies, risk management procedures, and brand standards.

Required Qualifications

• 2–4 years of experience in business development, client development, sales support, or marketing within a professional services, consulting, financial services, or private equity environment.
• Bachelors
• Direct experience supporting teams that work with private equity firms or portfolio companies is required.
• Strong understanding of private equity and M & A deal cycles, value creation levers, and the consulting services typically provided to PE clients.
• Exceptional organizational skills with the ability to manage multiple priorities and deadlines.
• Strong written and verbal communication skills, with experience preparing client‑facing materials.
• Proficiency with CRM platforms and Microsoft Office Suite

Preferred Qualifications

• Experience in Professional Services Organization
• Familiarity with transaction advisory services, commercial due diligence, or PE value creation consulting.
• Ability to synthesize market intelligence and translate it into actionable insights for BD strategy.
• Experience supporting senior‑level stakeholders in a matrixed organization.

Key Competencies

• Detail‑oriented with strong project management skills
• Proactive, resourceful, and able to anticipate team needs
• Strong business acumen and understanding of PE industry dynamics
• Collaborative mindset with the ability to work across service lines
• High level of professionalism and client‑service orientation

Compensation & Benefits

We offer a competitive compensation and generous employee benefits package that includes:

• Salary and bonus
• Comprehensive Healthcare Coverage – Medical, Dental, Vision, Life Insurance, STD & LTD
• 401(k) with company match
• Flexible time off policy – including vacation, personal days and holidays

Join the Optimatum Team, bring your talent, and work in our New York City office located in Midtown, NYC.

The expected annual salary ranges from $75,000-$120,000. Salary offers are based on a wide range of factors including, but not limited to, relevant skills, training, experience, education, geographic location, performance, travel requirements, revenue‑based metrics, any contractual agreements, and, where applicable, certifications and licenses obtained. Market and organizational factors are also considered.