Head of Sales- Financial Services and M&A

Bainbridge; United States; Remote; USD 75,000 - 80,000; Full time

Job summary

Bainbridge is seeking a high-performing Head of Sales for Financial Services and M&A to lead a talented team and shape sales strategy. This leadership role involves driving results in a growing firm within the private equity space, demanding a strong background in sales and financial services.

Benefits

Generous performance-based bonus plan

Highly competitive benefits package

Remote working environment

Qualifications

• 5+ years in sales, with 2 years as a team leader.
• Strong track record of developing sales talent.
• Background in Financial Services or M&A preferred.

Responsibilities

• Lead and develop a team of financial services sales professionals.
• Set goals and conduct performance evaluations.
• Enhance sales training processes and CRM usage.

Skills

Sales Leadership

Communication Skills

Performance Accountability

Coaching and Developing Talent

Education

BA/BS degree in Business, Economics, Finance

MBA

Tools

CRM Tools

Job description

Head of Sales- Financial Services and M&A

Head of Sales- Financial Services and M&A

1 day ago Be among the first 25 applicants

Head of Sales- Financial Services and M&A

Bainbridge

Job Type: Full-Time

Compensation: This position offers a base salary ranging from $75,000.00-$80,000.00 annually, depending on experience and qualifications. In addition, the role is eligible for a generous performance-based bonus plan, with on-target earnings typically between $125,000.00 and $150,000.00+.

Benefits: We know it is our people that make the difference, and we are excited to offer a highly competitive benefits package to all full-time employees.

Location: Remote digital office. Must be U.S.-based. Team members are expected to be camera-ready, responsive, and highly communicative during the workday. We maintain a strong, collaborative culture through regular virtual engagement, shared tools, and a commitment to delivering exceptional results. The role requires working from a dedicated home office environment. Public or shared workspaces are not acceptable. Candidates must have a reliable internet connection, a quiet workspace, and the ability to maintain confidentiality and professionalism while working remotely. Minimal travel may be required for conference, attendance and company events.

How To Apply: Interested candidate should submit PDF version of resume and brief letter of interest.

About Us

Bainbridge is a leading financial services firm, with deep roots in strategy consulting for the fortune 1000. That foundation has shaped our analytical approach and commitment to excellence as we expanded into the world of middle-market M&A. We have completed over $5 billion in small- to mid-cap acquisitions for PE funds and corporations in all market sectors including: technology, healthcare, automation, consumer goods, machine learning and energy. Today, we support private equity firms, family, offices, and corporate acquires with proprietary deal sourcing, and strategic advisory services.

Our team operates at the intersection of finance, innovation, and growth. As we continue to scale into investment banking and Fintech, we offer ambitious professionals the opportunity to lead, contribute, and grow in a dynamic, performance-driven environment.

Position Summary

We are looking for a high-performing sales leader with a background in wealth management, investment advisory, M&A, or consultative financial services. As Head of Sales at Bainbridge, you will lead and develop a team of high potential sales professionals focused on identifying and securing strategic acquisition opportunities for our private equity clients. You will build on existing systems, implement performance processes, and drive outcomes through smart coaching and structured oversight. In addition to leading the sales function, you will also provide light supervision and alignment for supporting teams to ensure the full revenue engine runs smoothly.

The Opportunity

This is not just a sales management position- It is a seat at the table.

As Head of Sales, you will lead a talented team, shape sales strategy, and drive results in a growing firm operating in the highly competitive space of private equity and M&A. you will join Bainbridge at an exciting time of growth and transformation. As we expand into investment banking and FinTech, you will play a key part in shaping our future, driving results, and capitalizing on emerging market opportunities.

• Run a team
• Shape strategy
• Get results- and get rewarded
• Step into the dealmaking world of private equity and M&A
  
  

Responsibilities:

• Lead, mentor, and develop a growing financial services sales team.
• Set and monitor team goals, KPI’s, and performance benchmarks aligned with company growth targets.
• Conduct regular pipeline reviews, training sessions, one-on -ones, and performance evaluations.
• Lead and enhance existing sales training and development program, ensuring team members are equipped with the skills, knowledge, and support needed to succeed.
• Improve CRM usage, prospecting, workflows, and reporting.
• Participate in key prospect meetings as needed, to support closing efforts.
• Help recruit, onboard, and ramp new sales team members.
• Collaborate with leadership on departmental coordination.
• Identify opportunities for process improvements and scalable systems.
• Ensure adherence to compliance, confidentiality, and client, communication standards.
• Stay current on industry trends and emerging sales tools.
  
  

Qualifications:

• BA/BS degree from accredited college or university in Business, Economics, Finance, or related field required. MBA a plus, but not required.
• 5+ years of experience in sales, with at least two years in a team leadership or managerial role.
• Background in Financial Services, M&A, or B2b professional services, strongly preferred.
• Solid track record of coaching and developing early-to mid-career sales talent.
• Experience with structured sales processes or professional sales training is a strong plus.
• Strong command of metrics, forecasting, CRM tools, and performance accountability.
• Strong communication skills, both written and verbal, with a clear and composed leadership presence.
• High level of professionalism, emotional intelligence, and sound judgment.
• Able to foster trust, encourage team growth, and work cross-functionally with transparency and respect.
  
  

Additional Information On Our Remote Digital Office

This is a digital office position and team members are expected to treat their remote set up with the same professionalism as an in-office environment. We are a performance-driven team and rely on clear communication and accountability. To be successful in this role, the following are required:

• A dedicated home office or private workspace. Public spaces are not suitable for day-to-day work due to confidentiality and focus requirements.
• A stable high-speed Internet connection that supports video competing in business applications.
• Camera-ready for regular MS Teams meetings.
• Active participation during business hours, with responsiveness and full engagement expected throughout the workday.

Seniority level

• Seniority level

  Director

Employment type

• Employment type

  Full-time

Job function

• Job function

  Sales and Business Development

• Industries

  Business Consulting and Services

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