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, registered investment advisors (RIAs), and alternative asset managers.

• Contribute to prospecting, lead generation, and sales outreach initiatives through various channels including email, LinkedIn, conferences, and more.

• Conduct research on potential clients to uncover new business opportunities.

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

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

• Cultivate and sustain relationships with key participants in the market.

• Ensure the integrity of CRM data while accurately tracking client interactions and opportunities.

• Oversee sales workflows and progress within the pipeline.

• Track lead activity and facilitate timely follow-up processes.

• Aid in pipeline reporting, forecasting, and analysis of sales performance.

• Monitor relationship milestones and engagement metrics.

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

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

• Coordinate preparation for conferences and follow-up activities post-event.

• Aid in the development of messaging, presentations, and commercial content.

• Participate in industry conferences, networking events, and client meetings.

• Help with scheduling meetings and organizing event logistics.

• Perform research on attendees and identify relevant prospects before events.

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

• Monitor commercial metrics and key performance indicators (KPIs).

• Evaluate outreach performance and pipeline activity.

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

• 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.

• Keen attention to detail along with strong organizational capabilities.

• An analytical mindset and comfort in working with data.

• Capability to manage multiple priorities and work autonomously.

• An entrepreneurial spirit and eagerness to thrive in a dynamic startup environment.

• Candidates must be willing to pursue and maintain FINRA registration.

• Preferred: Internship experience in finance, sales, consulting, fintech, wealth management, investment management, or the financial services sector.

• Preferred: Familiarity with CRM platforms.

• Preferred: Proficient in Excel, PowerPoint, and data management.

• Preferred: Experience with LinkedIn and professional networking tools.

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

• Preferred: A strong desire to build a career in financial sales and business development.

🏝️ Benefits

• Sponsorship and support for the necessary FINRA licensing process.

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