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? Are you a Director of Business Development with a proven track record conveying complex financial strategies to C-Level Executives, Trusted Solutions Advisors, and Middle Market Clients? Are you a Director of Business Development who has spent at least five years cultivating B2B relationships, across finance and professional services ecosystems? Are you a Director of Business Development who can manage extended sales cycles and drive investment banking deals valued at $30mm and greater? If so, please continue reading….

We are partnering with a well-established, 20+ year-old sell-side advisory firm that offers proven M&A and private equity alternatives to middle-market companies. In doing so, this boutique investment bank helps companies maintain independence, enhance cash flow, and create tax-advantaged shareholder liquidity events.

As a Director of Business Development you will join an investment banking practice with unmatched ESOP transaction volume. You will play a pivotal role in generating client leads, deepening advisory relationships, and driving high-value transactions. Partnering with executive leadership and marketing teams, you will define sales strategies, execute campaigns, and cultivate relationships across multiple B2B verticals and select industry segments.

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.
• Bachelor’s degree required.

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.

If you’re a Director of Business Development eager to drive sales and revenue growth for a leading boutique Investment Bank, please apply today!