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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong capabilities in business development, client relationship management, and sales pipeline coordination, with a focus on financial markets and alternative investments. Proficient in data analysis, CRM management, and effective communication to support sales initiatives and operational efficiency.
Highest-signal resume keywords
Business DevelopmentClient Relationship ManagementCRM Data ManagementSales Pipeline CoordinationFinancial Markets Knowledge
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Data AnalysisSales Performance AnalysisLead GenerationSales OutreachMarket ResearchForecastingKPI TrackingExcelPowerPointData Management
Soft Skills
Excellent CommunicationInterpersonal SkillsAttention to DetailOrganizational AbilitiesAnalytical Mindset
Tools & Technologies
CRM PlatformsLinkedInProfessional Networking Tools
Certifications & Qualifications
FINRA Registration
Industry Keywords
Financial MarketsPrivate EquityAlternative InvestmentsWealth ManagementInvestment ManagementFinancial ServicesStartup Environment
About the role
Key responsibilities & impact- Support outbound business development initiatives targeting institutional investors, wealth managers, family offices, RIAs, and alternative asset managers
- Assist with prospecting, lead generation, and sales outreach campaigns across email, LinkedIn, conferences, and other channels
- Research prospective clients and identify new business opportunities
- Coordinate and track business development activities across the sales pipeline
- Participate in client meetings, conference calls, and relationship management initiatives
- Develop and maintain relationships with key market participants
- Maintain CRM data integrity and accurately track client interactions and opportunities
- Manage sales workflows and pipeline progression
- Monitor lead activity and support timely follow-up processes
- Assist with pipeline reporting, forecasting, and sales performance analysis
- Track relationship milestones and engagement metrics
- Support creation and distribution of marketing materials and sales collateral
- Assist with LinkedIn campaigns, conference communications, and outreach initiatives
- Coordinate conference preparation and post-event follow-up activities
- Support development of messaging, presentations, and commercial content
- Attend industry conferences, networking events, and client meetings
- Assist with meeting scheduling and event logistics
- Conduct attendee research and identify relevant prospects prior to events
- Capture market intelligence and relationship-building opportunities from conferences and meetings
- Track commercial metrics and KPIs
- Monitor outreach performance and pipeline activity
- Identify trends and opportunities to improve sales effectiveness and operational efficiency
- Work directly with senior members of the commercial team to help scale Tangible's fintech business
Requirements
What you’ll need- Bachelor's degree in Finance, Economics, Business, or a related field
- Strong interest in financial markets, private equity, and alternative investments
- Excellent communication and interpersonal skills
- Strong attention to detail and organizational abilities
- Analytical mindset and comfort working with data
- Ability to manage multiple priorities and work independently
- Entrepreneurial attitude and willingness to thrive in a fast-paced startup environment
- Candidates should be willing to pursue and maintain FINRA registration
- Preferred: Internship experience in finance, sales, consulting, fintech, wealth management, investment management, or financial services
- Preferred: Familiarity with CRM platforms
- Preferred: Strong Excel, PowerPoint, and data management skills
- Preferred: Experience with LinkedIn and professional networking tools
- Preferred: Demonstrated leadership, initiative, or entrepreneurial experience through internships, student organizations, athletics, or extracurricular activities
- Preferred: Strong desire to pursue a career in financial sales and business development
Benefits
Comp & perks- Sponsorship and support for the required FINRA licensing process
- Travel to conferences, roadshows, and in-person meetings as needed