Business Development Executive- Financial Services Deal Origination

We’re recruiting a results-driven business development executive to fuel M&A pipelines for our client within the Financial Services sector. In this hunter role, you’ll identify and qualify potential acquisition targets, engage directly with owners/founders, and open doors for institutional buyers. If you love high-quality outreach, senior-level conversations, and building trust with entrepreneurs, this is for you.

Key Responsibilities

• Run targeted, high-volume outreach to privately held companies across multiple sectors to source qualified opportunities.
• Lead discovery calls: assess financial profile, ownership, motives to transact, and timing.
• Build rapport with owners/C-suite; guide them through early exploration. Be consultative, not pushy.
• Qualify opportunities against revenue, profitability, growth, and deal fit. Document clearly in the CRM.
• Present buyer interest professionally and coordinate warm handoffs to the deal team.
• Track activity, conversion metrics, and pipeline health; share weekly insights.
• Promote collaboration and effective communication across all levels of the organization.
• Stay sharp on market dynamics, valuation trends, and deal activity.

Required Qualifications

• Bachelor’s degree in Business/Finance/Economics (or equivalent practical experience).
• 5+ years of B2B sales with consistent quota attainment.
• Comfortable engaging owners and senior executives. Strong executive presence and communication.
• Solid commercial acumen. Quick study across industries and business models.
• Proficient with modern CRMs (Salesforce/HubSpot or similar)
• Self-directed, accountable, and effective in a remote setting.
• Working knowledge of core financial statements and business metrics.

Preferred Qualifications

• Background in financial services (e.g., wealth management, commercial lending, advisory).
• Exposure to M&A/corporate finance or business valuation concepts.
• Experience discussing financials with business owners (income statement, balance sheet basics).
• MBA or other advanced business credential.
• Track record in high-growth or entrepreneurial environments.
• Openness to pursue relevant securities licensing (e.g., Series 79/63) if required by role scope.

• Base Salary: $60,000 – $80,000 per year (commensurate with experience)
• Performance-based incentive plan with no cap. On-Target Earnings (OTE): $125,000 – $300,000+ annually depending on performance.
• Medical, dental, vision; wellness resources; professional development support.
• Paid Time Off
• 100% remote within the U.S.; minimal travel for team events or conferences.

Equal Employment Opportunity and Non-Discrimination Policy 

Equal Employment Opportunity Statement: Both Keller Executive Search and our clients are Equal Opportunity Employers. For all positions, whether with Keller Executive Search or our clients, qualified applicants will receive consideration for employment without regard to race, skin color, religion, sex, sexual orientation, gender identity, gender expression, national origin, age, protected veteran status, disability, genetic information, or any other legally protected status. 

Commitment to Diversity: Keller Executive Search and its clients are committed to fostering a diverse and inclusive work environment where all individuals are valued and respected. 

Reasonable Accommodations: Both Keller Executive Search and our clients are committed to providing reasonable accommodations to individuals with disabilities and pregnant individuals. We engage in an interactive process to determine effective, reasonable accommodations.  

Compensation Information: For client positions, compensation information is available in the job post. If not provided, it will be shared during the interview process in accordance with applicable laws. When required by law, salary ranges will be included in job postings. Actual salary may depend on skills, experience, and comparison to current employees in similar roles. Salary ranges may vary based on role and location. 

Compliance with Laws: Both Keller Executive Search and our clients comply with federal, state, and local laws governing nondiscrimination in employment. This policy applies to all employment terms and conditions, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training. 

Workplace Harassment: Both Keller Executive Search and our clients expressly prohibit any form of workplace harassment based on race, skin color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. 

E-Verify Participation: Keller Executive Search and/or our clients may participate in E-Verify. Information about E-Verify participation will be provided during the application process where applicable. 

Privacy and Pay Equity: 

• California Residents: For more information about the categories of personal information we collect for recruiting and employment purposes, please review our Privacy Policy at www.kellerexecutivesearch.com. 

• Colorado, Nevada, New York City, California, and Washington Residents: Compensation information is available in the job post or will be provided during the interview process if not initially available. 

• Both Keller Executive Search and our clients are committed to pay equity and conduct periodic pay equity analyses in accordance with applicable laws. 

State-Specific Information: 

• Rhode Island: We do not request or require salary history from applicants. 

• Connecticut: We provide wage range information upon request or before discussing compensation. 

• New Jersey: We do not inquire about salary history unless voluntarily disclosed. 

Veteran Status: Both Keller Executive Search and our clients provide equal employment opportunities to veterans and comply with applicable state laws regarding veteran preference in employment. If you are a veteran, please inform us during the application process. 

Genetic Information: In accordance with federal and state laws, both Keller Executive Search and our clients do not discriminate based on genetic information. We do not request or require genetic information from applicants or employees, except as permitted by law. 

Local Laws: Both Keller Executive Search and our clients comply with all applicable local laws and ordinances regarding employment practices in the areas where we operate. 

Note: This job posting may be for a position with Keller Executive Search or one of our clients. The specific employer will be identified during the application and interview process. Employment laws and requirements may vary depending on the employer and location.