Advisor/Intermediary Jobs

The Intermediary is the fundamental position for experienced Advisors to conduct capital raise, sell-side/buy-side transactions, or consulting services.Stakeholders include the CEO, COO, the administrative team, Market Center Director, Senior Intermediaries, Associates, Clients, Investors, Sellers, Potential Buyers, and Alliance Partners. As such the Intermediary is responsible for managing all aspects of a transactions efficiently, effectively, and comprehensively; while developing the skills, certifications and licensure to become an industry expert and advancing to a Senior Intermediary

Responsibilities

¨Business Development Efforts

oCreate and manage outreach campaigns

oEstablish and nurture referral partner relationships

¨Lead client engagements

oFollow BMSG process to ensure successful completion of all engagements

oCollaborate with Blue Sky team to ensure exceptional delivery of services from initial contact through closing and beyond

¨Digital accounts management

oHubspot (CRM)

oBusiness & Market Strategy Guide (BMSG) – the Blue Sky Proprietary Process

oPitchbook, Avention, Pratt Stats, IBIS World, etc.

oAxial, Exio, BizBuySell, etc.

oSource Scrub, Seamless AI, etc.

¨Maintain and manage business license

oFINRA SIE and 63 licenses

oMaintain adequate levels of insurance

¨Continue learning process

oBecome industry expert

§Join Industry Association

§Write Articles

§Speak at Events

§Attend Conferences

oProfessional Organization Membership (List for illustration purposes only)

§M&A Source

§AM&AA

§ACG

oCertifications (List for illustration purposes only)

§CM&AA

§CM&AP

§M&AMI

§CBI

oEducational Conferences

§Attend one educational conference per year (minimum)

¨Attend weekly team meeting

oStatus Reporting

§Deal stage reporting

§Lead development

§Actively participate and be prepared

¨KPI tracking

oEducation

oBusiness Development

oDeal Status

Qualifications

Experience with business operations and financial reports

Exemplary integrity is a must

Willingness to learn

Self-motivated

Team player