Director of Sales - B2B / Investment Banking

FILD Search, LLC; San Francisco (CA); Remote; USD 120,000 - 180,000; Full time

Job summary

A leading boutique investment bank is seeking a Director of Sales to drive growth and expand their nationwide presence. This fully remote role involves developing sales strategies, nurturing relationships, and facilitating high-value transactions. The ideal candidate has extensive experience in finance and professional services sales, with a strong record of exceeding revenue targets. Join a passionate team committed to innovation and financial empowerment, with attractive compensation and benefits.

Benefits

Medical, dental, vision coverage

PTO for rest and rejuvenation

Attractive compensation with base salary plus significant bonus

Qualifications

• 7+ years in finance, legal, or professional services sales.
• Proven success in driving revenue growth with middle-market clients.

Responsibilities

• Develop and implement sales strategies with leadership.
• Drive revenue growth aiming for 5-10 deals annually, each valued at $30mm+.
• Cultivate leads and qualify prospects based on clear value metrics.

Skills

Communication

Networking

Presentation

Tools

Excel

Google Sheets

HubSpot

CRM tools

Job description

Director of Sales - B2B / Investment Banking

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Are you a Director of Sales looking for a new role at one of the country’s top boutique investment banks? Are you experienced in conveying complex financial strategies to C-Level Executives, Trusted Solutions Advisors, and Middle Market Clients? Do you have at least five years of cultivating B2B relationships within finance and professional services ecosystems? Can you manage extended sales cycles and drive investment banking deals valued at $30mm and above? If so, please continue reading…

We are partnering with a well-established, 20+ year-old sell-side advisory firm that offers proven M&A and private equity alternatives to middle-market companies. The firm helps companies maintain independence, enhance cash flow, and create tax-advantaged shareholder liquidity events. They are hiring their first Director of Sales to drive growth and expand their nationwide presence.

As a Director of Sales, you will join an investment banking practice with unmatched ESOP transaction volume. You will be pivotal in generating client leads, deepening advisory relationships, and driving high-value transactions. Collaborating with executive leadership and marketing teams, you will define sales strategies, execute campaigns, and cultivate relationships across multiple B2B verticals and industry segments.

Role & Responsibilities:

• Develop & Implement Sales Strategies: Collaborate with leadership to define and execute sales lifecycle and partnership strategies.
• Build & Nurture Relationships: Establish and strengthen strategic relationships within targeted regions and industries.
• Drive Revenue Growth: Develop and execute strategies to generate significant revenue, aiming for 5-10 deals annually, each valued at $30mm+.
• Lead Generation & Qualification: Cultivate leads and qualify prospects based on clear value metrics.
• Facilitate High-Value Transactions: Introduce qualified contacts to transaction advisors and guide them through the deal process.
• Business Development: Conduct outreach via phone and email to cultivated lists and self-sourced prospects.
• Industry Engagement & Networking: Represent the firm at industry conferences, participate in organizations, and expand market presence.
• Marketing Collaboration: Work with marketing to design outreach initiatives that drive engagement and pipeline growth.
• Cross-Functional Collaboration: Partner internally to ensure seamless client engagement and accountability.
• Market Intelligence: Use industry data and trends to refine strategies and identify new opportunities.

Skills & Experience Needed:

• 7+ years selling finance, legal, or professional services solutions with a strong record of exceeding revenue targets.
• Existing relationships with financial institutions, professional firms, law firms, or wealth advisors in the west coast, southwest, or southeast markets.
• Proven success in driving sales and revenue growth with middle-market clients (20+ employees, $5M+ profits).
• Business development experience in building sales pipelines for law, accounting, consulting, or finance-focused firms.
• Ability to develop C-level relationships, navigate organizational structures, and foster long-term partnerships.
• Strong communication, networking, and presentation skills.
• Proficiency in Excel, Google Sheets, Docs, ZoomInfo, HubSpot, and CRM tools.
• Ability to work independently, remotely, and collaboratively in a high-performance environment.

What is Being Offered:

• Play a key role in a leading boutique Investment Bank’s growth and success.
• Be part of a passionate team committed to independence, innovation, and financial empowerment.
• Lead and scale middle-market sales for a premier ESOP Investment Bank.
• Fully remote role with travel.
• Attractive compensation: base salary plus significant bonus and incentives.
• Medical, dental, vision coverage.
• PTO for rest and rejuvenation.

If you’re a Director of Sales eager to grow revenue for a top boutique Investment Bank, please apply today!