Business Development Executive - Financial Services

Hartman Executive Advisors; Baltimore (MD); On-site; USD 150,000 - 190,000; Full time

Benefits offered by this job

Medical

Dental

Vision

401k

Job summary

Hartman Executive Advisors is seeking an experienced, relationship-driven Business Development Executive to expand our Financial Services practice, with a focus on community banking. You will engage C-suite executives, uncover IT leadership gaps, and articulate how our independent advisory model delivers strategic outcomes.

You will work with a small, collaborative leadership team to shape growth initiatives, leverage COIs, and represent Hartman at industry events.

Qualifications

• Firsthand experience in banking or financial services at the executive level.
• Proven ability to earn trust with senior executives and influence long-term strategy.
• Strong capability to lead insight-driven executive conversations.

Responsibilities

• Develop and execute a strategic plan to expand Hartman’s Financial Services practice.
• Build and nurture a network of Centers of Influence (COIs) across the industry.
• Lead discovery conversations to identify IT leadership gaps and opportunities.
• Represent Hartman at conferences and banking events to expand market presence.
• Collaborate with internal experts to shape advisory solutions for clients.
• Maintain a regular outreach cadence and CRM documentation.

Skills

Relationship building

Executive engagement

Strategic thinking

Banking/financial services knowledge

CRM proficiency

Education

Bachelor’s degree

Tools

CRM systems

Job description

Business Development Executive - Financial Services

Hartman Executive Advisors was founded with the vision of providing business-focused, vendor-independent consulting to mid-sized companies. As independent, trusted strategic advisors to our clients, Hartman’s mission is to create meaningful business outcomes that foster growth, greater financial returns and market dominance. By developing a deep understanding of the business challenges arising from poorly aligned technology and uncovering the transformational opportunities that result from strategically aligned technology, we set the path to advance, cultivate and leverage people, processes and systems to change and transform organizations. At Hartman, we deliver powerful business outcomes by leveraging technology strategy as a game-changer for our clients.

Position Summary

Hartman Executive Advisors is seeking an experienced, relationship-driven businessdevelopment professional to help expand our Financial Services practice, with a primary focus on community banking and opportunities in adjacent industries. This role plays a key part in helping executives navigate the strategic, operational, and technology challenges that often limit organizational performance or growth. The VP, Relationship Development will work alongside a small, highly collaborative group of senior sales and practice leaders who are deeply engaged in shaping the firm’s growth and expanding our impact across the financial services industry. Success requires comfort engaging the C-suite, uncovering pain points, and clearly articulating how Hartman’s independent advisory model provides strategic IT leadership that clients often struggle to find, afford, or retain internally. This is a strategic relationship development role for someone who enjoys working at the executive level and influencing long-term decisions rather than transactional sales cycles.

Major Job Responsibilities

• Develop and execute a personalized plan of action in partnership with senior growth leadership, focusing on building high-value relationships and shaping market expansion.
• Build, expand, and nurture a strategic network of Centers of Influence (COIs), creating a sustained pipeline of warm introductions and expanding Hartman’s influence across the industry.
• Lead strategic discovery conversations that help executives understand gaps in their IT leadership, governance, cybersecurity posture, or technology strategy.
• Represent Hartman at conferences, banking association events, and industry forums, strengthening visibility and creating new pathways into priority markets.
• Collaborate with internal subject matter experts to shape advisory solutions that address prospective client challenges.
• Maintain a consistent rhythm of outreach, COI engagement, industry involvement, prospect conversations, follow-up, and CRM documentation.
• Clearly communicate Hartman’s value proposition through thoughtful, executive-level conversations that build trust and create clarity.

Requirements

• Firsthand experience in banking or financial services, or a proven history of advising and selling to financial institutions at the executive level.
• A track record of earning trust with senior executives and influencing long-term strategic thinking.
• Strength in leading insight-driven conversations that help executives understand and navigate strategic or technology-related challenges.
• Clear, concise communication skills suitable for boardroom-level discussions.
• Genuine intellectual curiosity and the ability to identify themes, risks, and opportunities across organizations and industries.
• Bachelor’s degree or equivalent experience required.

Job Type: Full-Time

Benefits: Medical, Dental, Vision, 401k