Bachelor's degree or higher with a strong academic record.
Minimum three years of experience, including two years client-facing in relevant sectors.
Ability to explain financial topics clearly to clients.
Strong emotional intelligence and ability to build trust with non-technical clients.
Experience in closing complex, service-based engagements.
Highly organized, proactive, and self-directed work style.
Responsibilities
Lead client meetings to educate on M&A processes and qualify strong candidates.
Leverage AI-powered tools to produce customized reports.
Build trust with founders, guiding them through transitions with empathy.
Engage with business owners to gather financial and operational data.
Collaborate with internal teams for seamless transaction execution.
Maintain partnerships with lenders and legal advisors.
Benefits
Opportunity to work with AI-powered tools for enhanced insights.
Engage in meaningful relationships with clients during critical transitions.
Collaborative work environment with cross-functional teams.
Full Job Description
What you'll do day-to-day
L ead client meetings to educate prospective clients on the M&A process, timelines, and Wisable's unique service model, while also effectively qualifying businesses as strong M&A candidates.
Leverage Wisable's AI-powered tools to generate customized reports and insights.
Build trust with founders, guiding them through a complex and emotional transition with empathy and confidence.
Engage directly with business owners and key stakeholders to gather essential financial and operational information.
Collaborate cross-functionally with internal teams to ensure a smooth and well-coordinated transition from onboarding to transaction execution.
Assist in developing and maintaining strong partnerships with key stakeholders, including lenders and legal advisors.
What we're looking for
Bachelor's degree or higher, along with an impressive record of academic and professional achievement.
At least three years of experience, with a minimum of two years of client-facing experience in financial services, business consulting, insurance, real estate, private wealth, or related sectors.
Comfort explaining financial topics to clients and an ability to understand and discuss business performance across a variety of verticals.
Strong emotional intelligence and interpersonal skills, with a demonstrated ability to build trust over time, especially with non-technical clients.
Ability to close complex, service-based engagements.
A highly organized, proactive, and self-directed working style.
The expected annual base salary for this position is $130,000 to $150,000. There will be additional compensation in the form of earned commissions.
