1-4 years of experience in outbound business development, preferably in Financial Services
Proven track record of successful business development
Familiarity with RIAs and Financial Advisors is a plus
Bachelor's degree in Finance or a related field preferred
Strong attention to detail and accuracy
Proficient in CRM systems, PowerPoint, and MS Office
Excellent sales and communication skills
Responsibilities
Identify and source new acquisition targets for M&A initiatives
Manage outreach to RIA firms across various regions
Plan and coordinate initial calls and meetings
Oversee CRM management
Handle additional transaction and team responsibilities as assigned
Benefits
11 Paid Holidays + 2 Floating Holidays
Paid Parental Leave
Paid Volunteer Time
Flexible Work Schedule
Highly subsidized Health, Dental, and Vision Plans
401k Retirement Account with company match
Free Mental Health services and Life Insurance
Long & Short-Term Disability Insurance
Flexible Spending Accounts and Health Savings Accounts
Employee Financial Education
Educational Expense Reimbursement
Charitable Donations
Referral Incentives
Team Building Activities
Employee Assistance Program
Full Job Description
The Associate, M&A Partnerships will provide sourcing and business development on the M&A team. You will join a team of dynamic, collaborative, and client-focused professionals who are focused on delivering our founding core values: Integrity, Entrepreneurial, Inclusion and Connection.
Duties and Responsibilties
Day to day responsibilities include identifying and sourcing new acquisition targets for M&A strategic initiatives of EPWA.
Managing outreach to RIA firms across multiple geographies
Planning and coordinating initial calls and meetings
CRM management
Other transaction and team responsibilities as assigned
Qualifications
1-4 years working experience in a (outbound) business development role; Financial Services industry highly desired
Demonstrable history of successful business development results
Experience with RIAs and Financial Advisors desired
Bachelor's degree in Finance or related field preferred
Strong attention to detail and accuracy
Proficient in CRM, PowerPoint, MS Office
Detail oriented with a focus on accuracy
Excellent sales capabilities and communication skills
Location: Preferred locations are Chicago, NYC, or Boston.
$76,000 - $96,000 a year
What We Offer We offer a highly competitive suite of holistic benefits designed to help our team members balance their personal and professional life commitments. These include options designed to encourage employee's health, happiness, and financial well-being.
11 Paid Holidays + 2 Floating Holidays
Paid Parental Leave
Paid Volunteer Time
Flexible Work Schedule
Highly subsidized Health, Dental, and Vision Plans
401k Retirement Account with company match contributions
Free Mental Health services, Life Insurance, Long & Short-Term Disability Insurance
Flexible Spending Accounts and Health Savings Accounts
