Business Development Lead managing the firm’s proprietary sourcing engine for an investment platform. Driving external relationships and coordinating with the investment team to ensure aligned sourcing efforts.
Responsibilities
developing and managing relationships with business owners, brokers, advisors, and referral sources to generate consistent deal flow
driving a structured outreach program across target sectors and geographies, including maintaining cadence and follow-up discipline
owning and maintaining CRM data hygiene, pipeline tracking, and sourcing analytics (activity, conversion, funnel metrics)
partnering with the investment team to qualify opportunities, prioritize leads, and advance high-quality prospects
coordinating introductory calls and meetings; preparing leadership with relevant background and context
representing the firm in meetings, conferences, and industry events; supporting the firm’s external positioning
supporting development of outreach materials and messaging (firm overview, buyer profile, sector theses)
coordinating with internal stakeholders to ensure timely responsiveness to intermediaries and business owners
assisting with special projects and internal ad hoc requests related to sourcing strategy and pipeline development
Requirements
4+ years of experience in business development, investment sourcing, private equity, investment banking, brokerage, or related fields
demonstrated ability to build relationships and drive outcomes through persistent, thoughtful outreach
strong organizational skills with comfort operating high-volume pipelines and tracking activity rigorously
strong written and verbal communication skills; professional presence with external stakeholders
self-starter mindset with the ability to work independently and manage ambiguity
proficiency in Excel/Google Sheets; CRM familiarity preferred
Benefits
comprehensive health benefits, including but not limited to medical, dental, vision, and FSA benefits
paid time off
life insurance
401(k) plan
discretionary bonuses
certain employees may also be eligible for equity and other incentive compensation
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