Senior Business Development Lead - Private Equity Deals

CarterPierce, INC.; New York (NY); On-site; USD 180,000 - 260,000; Full time

Job summary

Our client, a private equity-backed platform based in New York, NY, seeks a Senior Associate for the Business Development team to own deals from engagement through LOI. You will lead complex, long-cycle processes and manage seller relationships with senior decision-makers.

You will drive outbound origination, convert targets from nurture into active pipeline, and operate independently in front of senior principals while leveraging DealCloud for tracking.

Qualifications

• 5–10 years in buy-side M&A, wealth management, or B2B sales within financial services.
• Proven track record of sourcing, closing, or converting outcomes into deal momentum.
• Experience as the primary point of contact with senior counterparties; second-chair allowed when clearly leading.

Responsibilities

• Own assigned transactions as Deal Lead from engagement to LOI.
• Operate independently in front of senior RIA principals.
• Cultivate relationships with RIA owners and COI; be primary contact throughout the deal lifecycle.
• Drive cold outbound origination to prospective sellers and nurture into pipeline.
• Resolve seller objections and manage complex deal processes without escalations.
• Maintain an active pipeline and nurture portfolio while sustaining momentum.
• Maintain proficiency in DealCloud for pipeline and relationship tracking.

Skills

Deal origination

Relationship management

Sourcing & closing

CRM experience

Financial modeling

Negotiation

Executive communication

Tools

DealCloud

Job description

Our client, a private equity-backed platform based in New York, NY, seeks a Senior Associate for the Business Development team to own deals from engagement through LOI. You will lead complex, long-cycle processes and manage seller relationships with senior decision-makers.

You will drive outbound origination, convert targets from nurture into active pipeline, and operate independently in front of senior principals while leveraging DealCloud for tracking.