Business Development Representative - Investment Banking.

Our client a leading mid-market investment bank based in Toronto ON, focused primarily on M&A Advisory services across multiple industries within Canada and the US, is in search of a Business Development Representative - Investment Banking. This is a role based in Eastern USA preferred cities include Miami, Atlanta, Boston, New York
Role Overview

• Reporting to the VP - Client Acquisition this is a new position whose role is to generate new opportunities for the firm within the mid market business community, including faith based business communities in targeted US markets which include (Miami, Atlanta, Dallas, Charlotte, Cleveland, Minneapolis/St Paul, Chicago, Pittsburgh, Boston, or Buffalo/Rochester/Syracuse)

What Will You Do

• Provides reporting on BD KPIs, the status of contacts, and works collaboratively with other team members towards the collective goals of the firm.
• Develops new geographies and assesses the opportunities they provide to grow our networks
• Identifies potential clients that align with the firm’s strategic and values criteria by proactively contacting and progressing relationships with founder-owners, management executives, and your referral network Maintains strong outreach activity, including (but not limited to) cold calls, social media, affinity group involvement, networking, and email channels; develops and maintains relationships with prospective clients and referral sources
• Protects and maintains the confidentiality of information and initiatives for all clients and prospects
• Collaborates with deal-teams to ensure client contracted projects are executed on-time and as agreed
• Assists with the negotiation of contract terms and onboarding of new clients
• Becomes a subject matter expert on the firm's services, processes, and operations, works to understand prospective client needs/constraints, and performs product, industry, and company research to craft contract-winning proposals
• Maintains and manages prospect and referral source database; defines and documents prospect and network data and communication history
• Meets with prospective clients to pitch ideas, offer support in their work, and provide value-added advice that ultimately wins new business

What Will You Bring

• Values matter to you; you bring your real self to work and you live out our values - we are a faithful workplace, seeking team members who are fair minded, empathetic, non-judgmental, and concerned with giving the highest level of service to their clients, with integrity.
• Enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, always acting for and in the best interest of the client; thrives in high-pressure, fast-paced, ambiguous environment; masterful at self-organization, enjoys working both independently and as a part of a team
• Excellent oral and written communications skills, including the ability to engage in highly strategic, commercial discussions with industry executives as the representative of the firm ; elegant and persuasive speaker and writer for whom English is their first language; additional languages will be considered an asset.
• Strong problem solving, analytical, judgment and change-implementation capabilities, with a passion for helping business clients and an explicit stated career interest in investment banking
• Bachelor's Degree in business, finance, or a related field; MBA/CFA/CPA will be considered an asset
• Due to contractual requirements, all applicants must be US Citizens or have a green card and are able to work permanently in the United States without limitation
• Applicants must have the ability and willingness to travel.
• 5+ years of progressive professional experience providing business development, professional services, or wealth/asset management, including commercially facing account management and/or direct sales experience; experience within a capital advisory firm would be considered an asset.
• Mastery of Microsoft 365 software suite; use of Salesforce or other CRM proficiency; demonstrated ability to learn and adapt to new information and technology platforms