Director, Business Development

Responsibilities

• Manage and expand an established wealth management referral channel through ongoing advisor engagement and relationship development.
• Develop direct relationships with founders, entrepreneurs, executives, and owners of privately held businesses.
• Identify and qualify potential sell-side M&A opportunities and strategic advisory engagements.
• Build and maintain relationships with attorneys, accountants, wealth managers, family offices, and other referral sources.
• Coincoperate and participate in advisor meetings, business owner meetings, conferences, trade shows, and industry events.
• Coordinate targeted business development campaigns and proactive outreach initiatives.
• Partner with senior bankers to prepare for meetings, develop client strategies, and advance prospective opportunities.
• Maintain an organized pipeline of referral relationships, prospect meetings, and active opportunities.
• Represent the firm externally through networking events, industry associations, and market-facing initiatives.
• Stay informed on M&A market activity, industry trends, and buyer appetite across target sectors.

Qualifications

• 7+ years of experience in business development, relationship management, fundraising, investment banking, commercial banking, wealth management, consulting, or related financial services fields.
• Prominent ability to develop trusted relationships with business owners, executives, advisors, and referral partners.
• Strong networking, communication, and interpersonal skills.
• Interest in M&A, business owner advisory, and lower middle market companies.
• Ability to identify opportunities and develop relationships over long sales cycles.
• High degree of professionalism, organization, and follow-through.
• Comfortable with significant travel and frequent in-person meetings.
• Prior M&A, capital raising, corporate finance, or business owner advisory experience is helpful but not required.