Job Details

Overview

Director of Business Development - SMB / Investment Banking

Are you a Director of Business Development looking for a new role at one of the country's top boutique investment banks? This role focuses on building and managing relationships, expanding sales pipelines, and driving high-value investment banking deals in the middle market.

Role & Responsibilities

• Develop & Implement Sales Strategies – Collaborate with executive leadership and marketing teams to define and execute middle-market sales lifecycle and partnership strategies.
• Build & Nurture Key Relationships – Establish and strengthen strategic relationships across business advisory networks in targeted regions and industries.
• Drive Revenue Growth – Develop and execute sales strategies to generate significant revenue, targeting 5-10 deals per year, valued at $30mm and greater.
• Lead Generation & Qualification – Cultivate leads, and qualify prospects based on clearly defined value metrics.
• Facilitate High-Value Transactions – Introduce qualified contacts to on-staff transaction advisors and guide them through the deal process.
• Proactive Business Development – Conduct phone and email outreach to both cultivated lists and self-sourced prospects.
• Industry Engagement & Networking – Represent the brand at targeted industry conferences, participate in regional and national organizations, and expand the firm's presence within key markets.
• Strategic Marketing Collaboration – Work with marketing teams to design and execute formalized outreach initiatives that drive engagement and pipeline growth.
• Cross-Functional Collaboration – Partner with internal teams to ensure seamless execution, accountability, and excellence in client engagements.
• Market Intelligence & Competitive Insights – Leverage industry data and market trends to refine sales strategies, explore new business opportunities, and maintain a competitive edge.

Skills / Experience Needed

• 7+ years of experience selling finance, legal or professional services solutions with a strong track record of exceeding revenue targets.
• Existing relationships with financial institutions, professional services firms, law firms, and/or wealth advisors, within Northern CA / Bay Area.
• Proven track record of driving sales and revenue growth with a focus on middle-market clients; companies with 20+ employees and $5million+ in operating profits
• Proven business development experience in building sales pipelines for Law Firms, Accounting Firms, Consulting Firms, and/or Finance-Focused Businesses.
• Ability to develop and sustain C-level (COO, CFO, CEO) relationships, navigate complex organizational structures, and drive long-term partnerships.
• Strong verbal and written communication, networking, and presentation abilities.
• Proficiency in Excel, Google Sheets, Docs, ZoomInfo, HubSpot, and other relevant sales and CRM tools.
• Ability to work independently, remotely, and collaboratively within a high-performance sales environment.
• Must be local in the San Francisco Bay Area.

What is Being Offered

• Join one of the nation's leading boutique Investment Banks and play a key role in shaping its growth and long-term success.
• Be part of a passionate team committed to business independence, innovation, and financial empowerment.
• Lead and scale middle-market sales operations for a premier ESOP Investment Bank.
• Fully remote role with travel,
• Attractive compensation package. Base salary + significant bonus and commission incentives.
• Medical, dental, and vision coverage.
• Paid time off (PTO) to recharge and stay at your best.

Seniority level

• Director

Employment type

• Full-time

Job function

• Business Development, Consulting, and Finance

Industries

• Financial Services, Investment Banking, and Business Consulting and Services