Director of Business Development - SMB / Investment Banking

FILD Search, LLC; San Francisco (CA); On-site; USD 250,000 +; Full time

Job summary

A leading boutique investment bank in San Francisco is seeking a Director of Business Development to drive sales growth and manage client relationships. This role involves developing sales strategies, engaging with key clients, and participating in industry networking events. A significant compensation package, including a base salary and bonuses, is offered, alongside fully remote work options with travel requirements.

Benefits

Attractive compensation package

Medical, dental, and vision coverage

Paid time off (PTO)

Remote work with travel

Qualifications

• 7+ years of experience in finance, legal or professional services sales.
• Proven track record of exceeding revenue targets.
• Existing relationships with financial institutions and professional service firms.
• Ability to develop C-level relationships.

Responsibilities

• Develop and implement sales strategies for middle-market clients.
• Build and nurture key relationships across business advisory networks.
• Drive revenue growth targeting 5-10 deals valued at $30mm and greater.
• Conduct outreach to self-sourced prospects and cultivated lists.

Skills

Sales strategies development

Relationship management

Revenue growth

Business development

Networking

Communication skills

CRM tools expertise

Market intelligence

Tools

Excel

Google Sheets

HubSpot

ZoomInfo

Job description

Overview

Director of Business Development - SMB / Investment Banking

Are you a Director of Business Development looking for a new role at one of the country’s top boutique investment banks? This role focuses on building and managing relationships, expanding sales pipelines, and driving high-value investment banking deals in the middle market.

Role & Responsibilities

• Develop & Implement Sales Strategies – Collaborate with executive leadership and marketing teams to define and execute middle-market sales lifecycle and partnership strategies.
• Build & Nurture Key Relationships – Establish and strengthen strategic relationships across business advisory networks in targeted regions and industries.
• Drive Revenue Growth – Develop and execute sales strategies to generate significant revenue, targeting 5-10 deals per year, valued at $30mm and greater.
• Lead Generation & Qualification – Cultivate leads, and qualify prospects based on clearly defined value metrics.
• Facilitate High-Value Transactions – Introduce qualified contacts to on-staff transaction advisors and guide them through the deal process.
• Proactive Business Development – Conduct phone and email outreach to both cultivated lists and self-sourced prospects.
• Industry Engagement & Networking – Represent the brand at targeted industry conferences, participate in regional and national organizations, and expand the firm’s presence within key markets.
• Strategic Marketing Collaboration – Work with marketing teams to design and execute formalized outreach initiatives that drive engagement and pipeline growth.
• Cross-Functional Collaboration – Partner with internal teams to ensure seamless execution, accountability, and excellence in client engagements.
• Market Intelligence & Competitive Insights – Leverage industry data and market trends to refine sales strategies, explore new business opportunities, and maintain a competitive edge.

Skills / Experience Needed

• 7+ years of experience selling finance, legal or professional services solutions with a strong track record of exceeding revenue targets.
• Existing relationships with financial institutions, professional services firms, law firms, and/or wealth advisors, within Northern CA / Bay Area.
• Proven track record of driving sales and revenue growth with a focus on middle-market clients; companies with 20+ employees and $5million+ in operating profits
• Proven business development experience in building sales pipelines for Law Firms, Accounting Firms, Consulting Firms, and/or Finance-Focused Businesses.
• Ability to develop and sustain C-level (COO, CFO, CEO) relationships, navigate complex organizational structures, and drive long-term partnerships.
• Strong verbal and written communication, networking, and presentation abilities.
• Proficiency in Excel, Google Sheets, Docs, ZoomInfo, HubSpot, and other relevant sales and CRM tools.
• Ability to work independently, remotely, and collaboratively within a high-performance sales environment.
• Must be local in the San Francisco Bay Area.

What is Being Offered

• Join one of the nation’s leading boutique Investment Banks and play a key role in shaping its growth and long-term success.
• Be part of a passionate team committed to business independence, innovation, and financial empowerment.
• Lead and scale middle-market sales operations for a premier ESOP Investment Bank.
• Fully remote role with travel,
• Attractive compensation package. Base salary + significant bonus and commission incentives.
• Medical, dental, and vision coverage.
• Paid time off (PTO) to recharge and stay at your best.

Seniority level

• Director

Employment type

• Full-time

Job function

• Business Development, Consulting, and Finance

Industries

• Financial Services, Investment Banking, and Business Consulting and Services