Business Development Executive

Meradia Group; Town of Poland (NY); Hybrid; USD 80,000 - 120,000; Full time

Benefits offered by this job

Competitive compensation

Comprehensive benefits

Continuous professional development

Job summary

A consulting firm specializing in investment management is seeking a Business Development Executive to lead client acquisition and expansion. This role entails developing new client relationships, utilizing sales tools effectively, and collaborating with a shared service support team. Ideal candidates will have at least 5 years of sales experience in financial services, especially with asset managers. The firm offers competitive compensation and professional development opportunities.

Qualifications

• 5+ years of relevant sales experience in the financial services industries, preferably with asset managers.
• Proven track record of communicating at the C-suite level.
• Highly motivated and goal-oriented with a competitive nature.

Responsibilities

• Acquire new clients and expand existing relationships.
• Develop go-to-market campaigns across target segments.
• Prospect new clients using various sales tools.

Skills

Sales experience in financial services

Client relationship management

Communication to C-suite

Organizational skills

Problem-solving skills

Experience using CRM tools

Competitive drive

Education

Bachelor’s degree or equivalent experience

Tools

CRM tools (e.g., HubSpot)

Job description

Meradia has been a trusted partner in the investment management industry since 1997, offering strategic advisory and implementation services that blend technical expertise with a dedication to client success. Our mission is to help clients navigate complex challenges, streamline operations, and achieve their goals.

As a Business Development Executive, you will own the acquisition of new clients and expansion at existing clients with the goal of selling all of Meradia’s services. A successful candidate will be skilled at sourcing new clients, independently prospecting, forging new relationships and closing deals. You will work with a shared service support team and subject matter experts to close new client contracts.

At Meradia, we prioritize and invest in our employees' growth and offer competitive compensation, comprehensive benefits, and continuous professional development opportunities, including mentorship and industry events. If you seek a fulfilling career in consulting, we encourage you to apply to join our team!

Responsibilities

• Be positioned as a sales professional responsible for selling Meradia to new clients.
• Work with junior colleagues to build go-to-market campaigns across target market segments in North America.
• Prospect new clients utilizing a variety of sales tools and outreach channels.
• Develop and maintain an understanding of the new client’s overall business, future plans, and potential needs.
• Develop and strengthen relationships with clients to support new client acquisitions and grow revenue post initial sale.
• Grow new client base and hit growth targets through following up on leads.
• Work with a shared services support staff of Marketing and Subject Matter Experts.

Skills & Experience

• Prior experience with professional services.
• 5+ years of relevant sales experience in the financial services industries, with a strong preference for asset managers and asset owners.
• Proven track record communicating up to the C-suite level.
• Ability to challenge yourself by setting and achieving goals, and helping teammates do the same.
• Competitive nature and a drive to be the best.
• Ability to establish and maintain effective working relationships with colleagues and clients.
• Highly motivated and goal-oriented; proactive in one’s own education and career progression; volunteers for and shows initiative on both internal and external projects and tasks.
• Dedicated to upholding Meradia’s high-quality standards and customer service focus.
• Strong organizational and problem-solving skills with attention to detail.
• Proven demonstration of intellectual curiosity, drive, and bias to action, high level of organization, executive presence, business insight, and sales acumen.
• Experience using CRM tools (e.g., HubSpot).
• Experience selling consulting services.

Education

• Bachelor’s degree or equivalent experience.