Business Development Analyst

This is a fully remote position, open to applicants in North America.

📋 Description

• Assist in outbound business development efforts aimed at institutional investors, wealth managers, family offices, RIAs, and alternative asset managers.

• Aid in prospecting, lead generation, and sales outreach initiatives through email, LinkedIn, conferences, and various other channels.

• Conduct research on potential clients and uncover new business prospects.

• Organize and monitor business development activities throughout the sales pipeline.

• Engage in client meetings, conference calls, and initiatives for relationship management.

• Build and sustain relationships with key players in the market.

• Ensure CRM data accuracy and diligently track client interactions and opportunities.

• Oversee sales workflows and the progression of the pipeline.

• Monitor lead activities and facilitate timely follow-up actions.

• Assist in pipeline reporting, forecasting, and analyzing sales performance.

• Record relationship milestones and engagement metrics.

• Aid in the creation and distribution of marketing materials and sales collateral.

• Support LinkedIn campaigns, conference communications, and outreach efforts.

• Organize preparations for conferences and conduct post-event follow-up activities.

• Contribute to the development of messaging, presentations, and commercial content.

• Attend industry conferences, networking events, and client meetings.

• Help with scheduling meetings and managing event logistics.

• Conduct research on attendees and identify relevant prospects prior to events.

• Gather market intelligence and explore relationship-building opportunities during conferences and meetings.

• Monitor commercial metrics and key performance indicators.

• Track outreach effectiveness and pipeline activities.

• Identify trends and opportunities to enhance sales efficiency and operational effectiveness.

• Collaborate directly with senior members of the commercial team to scale Tangible's fintech business.

⛳️ Requirements

• A bachelor's degree in Finance, Economics, Business, or a related discipline.

• A strong interest in financial markets, private equity, and alternative investments.

• Exceptional communication and interpersonal skills.

• Meticulous attention to detail and strong organizational skills.

• An analytical mindset with comfort in working with data.

• Ability to handle multiple priorities and work autonomously.

• An entrepreneurial spirit and readiness to excel in a fast-paced startup environment.

• Preferred internship experience in finance, sales, consulting, fintech, wealth management, investment management, or financial services.

• Familiarity with CRM platforms is advantageous.

• Strong skills in Excel, PowerPoint, and data management are preferred.

• Experience with LinkedIn and professional networking tools is advantageous.

• Demonstrated leadership, initiative, or entrepreneurial experience through internships, student organizations, athletics, or extracurricular activities is preferred.

• A robust desire to pursue a career in financial sales and business development.

• Candidates must be willing to pursue and maintain FINRA registration as part of their long-term career development.

• Tangible Markets will offer sponsorship and assistance for the necessary licensing process.

🏝️ Benefits

• Tangible Markets will provide sponsorship and assistance for the required FINRA licensing process.

• Opportunities for travel to conferences, roadshows, and in-person meetings as needed.