Relationship Manager - Debt Advisory

Redbridge is a leading independent, international advisory firm focused on optimizing the needs of Corporate Finance Departments. Established in Paris 25 years ago, the firm has operated in the US market for over a decade from offices in Houston, Chicago, and New York. Redbridge’s wholly owned subsidiary was granted a US Broker Dealer license in August 2023.

About the role

We are seeking an ambitious and energetic Business Development Executive (BDE) based in Houston or the Chicago area to expand our U.S. Debt Advisory client base and franchise, driving sustainable revenue growth by capitalizing on our Broker Dealer status and replicating our success in Europe. The BDE will develop a target Debt Advisory client portfolio of 300+ clients, benefit from referrals from our Payments and Cash Management sales team, and be eligible for referral bonuses. The role also involves collaborating with Product and Marketing teams to execute impactful Debt Advisory-focused marketing campaigns and convert opportunities.

Responsibilities

• Convert a portfolio of target Debt Advisory prospective clients, referrals, and campaign-generated opportunities into revenue-generating business deals.
• Develop Debt Advisory client account strategies in partnership with Product colleagues to communicate Redbridge’s unique value proposition.
• Initiate, develop, and manage relationships with key decision-makers in treasury and finance organizations.
• Review and refine the Debt Advisory Ideal Client Profile and target list in collaboration with Product colleagues.
• Establish productive relationships with strategic treasury and finance leaders across target clients and referral sources.
• Effectively communicate Redbridge’s Debt Advisory proposition and persuade corporates of its value.
• Identify and originate Debt Advisory opportunities, including Capital Structure Advisory, Ratings, Syndicated Loans, Private Placements, Working Capital, and Securitization.
• Manage a robust sales pipeline and accurate forecast to meet targets for profitable sales growth.
• Coordinate with Inside Sales and product experts to share ideas, co-market to clients, and enhance opportunities.
• Build the Redbridge Debt & Treasury Advisory franchise through thought leadership (conferences, industry organizations, webinars, articles, research).
• Refer Cash Management and Payment optimization services to the appropriate sales team members.
• Embody Redbridge’s core values: Excellence, Integrity, Teamwork, Resourcefulness, and Effective Decision Making.

Requirements

• 7+ years of experience selling Financial, Credit, or Debt advisory services, including capital markets/corporate banking solutions to CFOs, Treasurers, and Treasury staff of companies (generally $100M+ revenue).
• Demonstrated success in initiating and converting new business relationships with medium to large companies.
• Proven track record of selling six-figure+ financial engagements or services to corporate CFOs/Treasurers.
• Ability to quickly identify opportunity areas in client interactions.
• Good working knowledge of Credit and Financing solutions/debt instruments.
• Preferred: FINRA registration in Series 7 or Series 79 and Series 63.
• Previous experience with a Commercial/Corporate Bank, Financial Advisory firm, or Rating Agency.
• Proficiency in Excel, PowerPoint, and Word.

Benefits

• Comprehensive Medical Benefits package.
• 401K matching.
• Front-loaded PTO.
• Employee Assistance Program.
• Short-Term and Long-Term Disability.
• Parental Leave.

Schedule

Hybrid working schedule in our Houston office.

Pay

Base salary plus uncapped commission.