Business Development Specialist - Miami, FL

$100,000 to $125,000 base salary (commensurate with experience); competitive discretionary bonus potential; benefits

Summary : As a key member of our Financial Advisory Firm, you will be the first point of contact for prospective clients, laying the foundation for positive and productive relationships.

Ideal candidate : Bachelor’s degree; 2 to 4 years’ proven Business Development exp. (financial advisory, investment banking, management consulting, M&A, private equity, Big 4 or similar environment helpful); excellent communication skills / self-motivated / persistent / high call volume / ability to deal with rejection.

Responsibilities – Business Development Specialist

• Conduct high volume outbound calls to prospective clients to introduce the Firm and services
• Explain advisory processes in a clear and concise manner
• Gather key information about prospective clients
• Coordinate follow-up meetings for senior team members to provide in-depth consultations
• Maintain accurate records of all communications and interactions with prospective and established clients
• Collaborate with the team to develop and refine outreach strategies
• Stay informed about financial advisory business, trends, etc.

Qualifications – Business Development Specialist

• Bachelor's degree
• Minimum 2 to 4 years’ proven business development experience (financial advisory, investment banking, management consulting, M&A, private equity, Big 4 or similar environment is helpful but not required)
• Strong interpersonal skills and the ability to build rapport quickly
• Driven, self-starter mentality; persistent; strong attention to detail
• Positive and resilient attitude with the ability to handle rejection
• Excellent / Highly efficient verbal and written communication skills
• Fluency in Mandarin a plus but not required
• Proficiency in Microsoft Office Suite (specially Excel)
• Ability to work independently and as part of a team
• Experience with CRM software ideal