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Business Development Director, Advisory
Cohen & Co. Develop and execute growth plans aligned with Advisory practice priorities, target markets, and industry strategies .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in business development and sales within advisory and consulting environments, with a strong focus on generating new business and building relationships with senior decision-makers. Proficient in utilizing Salesforce for opportunity management and maintaining accurate revenue forecasts.
Highest-signal resume keywords
Business DevelopmentSales ExperienceRelationship BuildingConsultative Sales ProcessesSalesforce Proficiency
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Business DevelopmentSales StrategyPipeline ManagementProposal DevelopmentRevenue ForecastingConsulting Services SalesMarket AnalysisOpportunity QualificationNegotiation SkillsPresentation Development
Soft Skills
Executive PresenceEntrepreneurial MindsetSelf-MotivationPersistenceResults Orientation
Tools & Technologies
Salesforce
Industry Keywords
Advisory ServicesConsultingProfessional ServicesPublic AccountingPrivate EquityMiddle-Market OrganizationsStakeholder MappingClient Relationship ManagementNetworkingMarket Intelligence
About the role
Key responsibilities & impact- Develop and execute growth plans aligned with Advisory practice priorities, target markets, and industry strategies
- Identify, prioritize, and pursue target accounts, executives, referral sources, and strategic relationships
- Generate qualified meetings and opportunities through prospecting, executive outreach, networking, referrals, events, industry involvement, and partner collaboration
- Develop and maintain relationships with executives, referral sources, private equity professionals, and other market influencers
- Identify emerging client needs, market trends, and business issues that create opportunities for Advisory services
- Lead discovery conversations to understand client objectives, priorities, and business challenges
- Qualify opportunities and align client needs with the firm's Advisory capabilities
- Coordinate partners and subject matter experts throughout the sales process
- Lead or support pursuit strategy, stakeholder mapping, solution positioning, proposal development, negotiations, and close
- Participate in meetings with senior executives, business owners, and key decision-makers
- Develop compelling presentations, proposals, and value propositions
- Maintain an accurate pipeline of qualified opportunities and revenue forecasts
- Utilize Salesforce to manage opportunities, client interactions, and next steps
- Drive follow-up and opportunity management throughout the sales cycle
- Achieve annual revenue, pipeline, and business development objectives
- Collaborate with marketing, client relationships, and business development teams to enhance market intelligence and insights
Requirements
What you’ll need- Bachelor's degree required
- 10+ years of successful business development or sales experience within advisory, consulting, professional services, public accounting, or a related environment
- Proven track record of generating new business, building pipeline, and achieving revenue goals
- Experience selling complex advisory, consulting, or professional services through consultative sales processes
- Strong executive presence and ability to build relationships with senior decision-makers
- Demonstrated success prospecting, developing new relationships, and creating opportunities from scratch
- Experience working in a team-selling environment alongside partners and subject matter experts
- Experience serving middle-market organizations; private equity and portfolio company experience strongly preferred
- Entrepreneurial, self-motivated, persistent, and results oriented
- Ability to travel up to 30%
Benefits
Comp & perks- Comprehensive and competitive Total Rewards package
- Time off outside of standard PTO to give back to the community
- Annual discretionary merit increases and bonuses
- Talent development resources and growth opportunities
- Flexible benefits options allowing employees to choose benefits that suit their needs