Business Development Senior Associate - PE backed platform

CarterPierce, INC.; New York (NY); On-site; USD 130,000 - 190,000; Full time

Job summary

Our client, a Private Equity-backed platform based in New York, NY, is seeking a Senior Associate for its Business Development team.

You will own assigned transactions from engagement through LOI, drive outbound sourcing, manage a complex deal cycle, and serve as the primary contact with senior sellers, while maintaining DealCloud for pipeline and relationship management.

Qualifications

• 5–10 years in buy-side M&A, wealth management with client acquisition, enterprise B2B sales, or a strong sales/M&A motion outside financial services.
• Track record of sourcing, closing, or converting outcomes — identifying targets, building relationships, and driving a process to close.
• Experience as the primary contact for senior counterparties; second-chair acceptable if clearly the relationship lead.

Responsibilities

• Own assigned transactions as Deal Lead from initial engagement through LOI, delivering valuations and managing sellers through a long-cycle process.
• Operate independently in front of senior RIA principals, advancing deals without leadership accompaniment.
• Cultivate and maintain relationships with RIA business owners and centers of influence throughout the deal lifecycle.
• Drive cold outbound origination to prospective sellers and convert target firms from nurture to active pipeline.
• Resolve seller-side objections and deal friction independently, not escalating to senior leadership.
• Manage an active pipeline and nurture portfolio without losing momentum.
• Maintain proficiency in DealCloud as the backbone for pipeline management and relationship tracking.

Skills

Sourcing

Closing deals

Relationship management

Cold outreach

Tools

DealCloud

Job description

Our client is Private Equity-backed platform based in New York, NY.

Position Summary

Our client is looking to add a Senior Associate to their Business Development team.

• Own assigned transactions as Deal Lead from initial engagement through LOI — delivering valuations, fielding objections, and managing sellers through a complex, long-cycle process.
• Operate independently in front of senior RIA principals, advancing deals without requiring leadership accompaniment or oversight.
• Cultivate and maintain relationships with RIA business owners and centers of influence, serving as the primary point of contact throughout the deal lifecycle.
• Drive cold outbound origination to prospective sellers and convert target firms from the existing nurture portfolio into active pipeline.
• Resolve seller-side objections, process friction, and deal complexity independently rather than routinely escalating to senior leadership.
• Manage an active pipeline and nurture portfolio simultaneously without losing momentum on either.
• Maintain full proficiency in DealCloud, the team's CRM platform, as the backbone for pipeline management and relationship tracking.

Experiences and Functional Skills Required

• 5–10 years in at least one of the following: buy-side M&A (PE or Corporate Development); Wealth Management with personal ownership of client acquisition; enterprise B2B sales within financial services; or a strong sales, sourcing, or M&A motion from outside financial services.
• A demonstrated track record of sourcing, closing, or converting outcomes — identifying targets, building relationships, and driving a process to close.
• Experience as the trusted primary point of contact for senior counterparties; second-chair is fine if you were clearly the relationship lead in waiting.
• Proven ability to run a complex deal process through to LOI independently, with senior decision-makers.
• Comfort delivering deal terms, fielding objections, and articulating a value proposition through a long-cycle seller process.
• Resolves problems independently before escalation.
• Fluent reading a P&L and extracting what matters from financial data; familiar with basic modeling and valuation logic.
• Proficiency with an enterprise CRM; DealCloud familiarity a plus.

Behaviors and Mindsets Required

• Interpersonal Savvy– Reads people and situations accurately and adjusts behavior to work effectively with others.
• Accountability / Ownership Mindset – A belief that you are responsible for outcomes, impact, and follow-through—regardless of ambiguity, obstacles, or who “should” own the problem.