Relationship Manager - Debt Advisory

About the role

The role of Business Development Executive (BDE) is to expand Redbridge's U.S. Debt Advisory client base and drive sustainable revenue growth. This includes converting a portfolio of target Debt Advisory prospective clients, referrals from our Payments and Cash Management sales team, and Debt Advisory campaign-generated opportunities into revenue-generating business deals.

Responsibilities

• Develop Debt Advisory client account strategies to effectively communicate Redbridge’s unique value-added, independent, success-based approach and initiate, develop, and manage meaningful relationships with key decision-makers across the client’s treasury and finance organization.
• Play a key role in developing impactful marketing content and campaigns, collaborating with Marketing and Product teams.
• Manage a robust sales pipeline and accurate forecast to meet targets for profitable sales growth.
• Coordinate and collaborate with our Inside Sales team and product experts to share ideas, co-market to clients, and enhance overall opportunities for the company.
• Build the Redbridge Debt & Treasury Advisory franchise through thought leadership activities, such as attending/speaking at treasury and finance conferences, participating in industry organizations, conducting webcasts/webinars, writing articles, and participating in Market Intelligence Group Research.
• Refer Redbridge services such as Cash management optimization and payment optimization to the appropriate Cash Management and Payment sales team member.

Requirements

• 7 + years of experience selling Debt advisory services, including capital markets/corporate banking solutions to CFOs, Treasurers, and Treasury staff of companies (generally $1 billion + revenue companies).
• Demonstrated successful initiation and conversion of new business relationships with larger companies.
• Highly persuasive with a proven track record of selling six-figure+ financial engagements or services to corporate CFOs/Treasurers.
• Ability to quickly “connect the dots” in client interactions and identify resulting opportunity areas.
• Previous experience with a Commercial/Corporate Bank, Financial Advisory firm, or Rating Agency.
• Good working knowledge in Credit and Financing solutions/debt instruments.

Qualifications

• FINRA Registered in Series 7 or Series 79 and Series 63.
• Computing proficiency in Excel, PowerPoint, Word.

Benefits

• Comprehensive Medical Benefits package
• 401K matching
• Front-loaded PTO
• Employee Assistance Program
• Short Term and Long Term Disability
• Hybrid Working schedule in our Houston office
• Parental Leave