Relationship Manager - Debt Advisory

Redbridge Debt & Treasury Advisory; Chicago (IL); Hybrid; USD 100,000 - 180,000; Full time

Benefits offered by this job

Medical Benefits

401K matching

Front loaded PTO

Employee Assistance Program

Short Term Disability

Long Term Disability

Hybrid work schedule

Parental Leave

Job summary

Redbridge Debt & Treasury Advisory seeks a proactive Business Development Executive based in Chicago or Houston to expand our U.S. Debt Advisory client base and drive revenue growth. Leverage our Broker Dealer status and cross-functional collaboration with Product, Marketing and Sales.

You will build relationships with CFOs and treasurers, originate opportunities, and lead campaigns while coaching teammates. Hybrid work options are available.

Qualifications

• 7+ years of experience selling Financial or Credit or Debt advisory services to CFOs and Treasurers.
• Proven ability to initiate and convert new business with mid-size to large companies.
• Track record of six-figure+ engagements with corporate finance stakeholders.
• Ability to connect client needs to debt advisory opportunities.
• Knowledge of credit and financing solutions / debt instruments.

Responsibilities

• Convert target Debt Advisory prospects and referrals into revenue deals.
• Develop client account strategies to communicate Redbridge’s value and secure opportunities.
• Collaborate with Marketing and Product to create campaigns and content.
• Build and coach team members; sustain relationships with treasury and finance leaders.
• Engage in thought leadership at conferences and industry forums.

Skills

Sales experience

Financial advisory

Debt advisory

CFO engagement

Relationship building

Negotiation

Strategic thinking

Education

FINRA Series 7/79/63

Tools

Excel

PowerPoint

Word

Job description

Brief Description

The Company

Redbridge is a leading independent, international advisory firm focused on optimizing the needs of Corporate Finance Departments. The firm was established in Paris, France 25 years ago and has been operating in the US market for more than 10 years from offices in Houston, Chicago and New York. Redbridge’s wholly owned subsidiary was granted a US Broker Dealer license in August 2023. We are seeking an ambitious and energetic Business Development Executive (BDE) based in Houston or the Chicago area, to expand our U.S. Debt Advisory client base and franchise and drive sustainable revenue growth - capitalizing on our Broker Dealer status and replicating our success in Europe. In addition to direct development of a target Debt Advisory client portfolio of 300+ clients, the BDE will also benefit from Debt Advisory referrals from our Payments and Cash Management sales team – and will be eligible for referral bonuses for referrals generated to the Payments and Cash Management sales team. They would also be actively involved with Product, Marketing and Lead generation in executing impactful Debt Advisory focused marketing campaigns – and in converting resulting opportunities. We are looking for true “game changers” and self-starters with strong sales and advisory capabilities who are passionate about doing what is right for our customers, our associates, and our industry – and creating a unique business and value for our clients. This role would be ideal for the person who has an existing network and a strong entrepreneurial drive and commercial focus.

Key Responsibilities

The primary objective of a Business Development Executive is to convert a portfolio of target Debt Advisory prospective clients, referrals from our Payments and Cash Management sales team and Debt Advisory campaign generated opportunities into revenue generating business deals. Working in partnership with Product colleagues, BDEs are responsible for developing Debt Advisory client account strategies to effectively communicate Redbridge’s unique value added, independent, success-based approach and initiating, developing, and managing meaningful relationships with key decision makers across the client’s treasury and finance organization. They also play a key role in developing, alongside Marketing and Product, impactful marketing content and campaigns. The role could also include developing and coaching other team members. Lastly, the right candidate embodies Redbridge’s core values - Excellence, Integrity, Teamwork, Resourcefulness and Effective Decision Making.

General Responsibilities

• Review/refine the Debt Advisory Ideal Client Profile and client target list in collaboration with Product colleagues
• Establish productive, professional relationships with strategic key treasury and finance leaders across Debt Advisory target clients and other referral sources
• Effectively communicate Redbridge’s unique Debt Advisory proposition and persuade corporates of the value of our approach
• Identify and originate Debt Advisory opportunities including Capital Structure Advisory, Ratings, Syndicated Loans, Private Placements, Working Capital and Securitization
• Manage a robust sales pipeline and accurate forecast to meet targets for profitable sales growth
• Coordinate and collaborate with our Inside Sales team and product experts to share ideas, co-market to clients and enhance overall opportunities for the company
• Build the Redbridge Debt & Treasury Advisory franchise through thought leadership activities (attend/speak at treasury and finance conferences, actively participate in industry organizations, conduct webcasts/webinars, write articles, participate in Market Intelligence Group Research, etc.)
• Refer Redbridge services such as Cash management optimization and payment optimization to the appropriate Cash Management and Payment sales team member.

Required

• 7 + years of experience selling Financial or Credit or Debt advisory services – including capital markets/corporate banking solutions to CFOs, Treasurers and Treasury staff of companies (generally $100 million + revenue companies)
• Demonstrated successful initiation and conversion of new business relationships with medium to large size companies
• Highly persuasive with a proven track record of selling six figure+ financial engagements or services to corporate CFOs/ Treasurers
• Ability to quickly “connect the dots” in client interactions and identify resulting opportunity areas
• Good working knowledge in Credit and Financing solutions / debt instruments

Preferred

• FINRA Registered in Series 7 or Series 79 and Series 63
• Previous experience with a Commercial/Corporate Bank, Financial Advisory firm or Rating Agency

Computing

• Proficiency in : Excel, PowerPoint, Word;

Remuneration

Base + Uncapped commission

Summary

Important: When completing the application form, please ensure you provide your full contact information, including your complete address in order to ease the hire process.

• Redbridge offers a comprehensive Medical Benefits package, 401K matching, front loaded PTO, Employee Assistance Program and Short Term and Long Term Disability.
• We offer a Hybrid Working schedule in our Houston office.
• We also offer Parental Leave.

Learn more about what we do in this video below!