Business Development Leader - M&A Deal Sourcing in Financial Services #1508

Our client is seeking a high-performing business development leader to drive their M&A deal flow within the Financial Services industry. This hunting-focused position centers on discovering and vetting acquisition prospects, establishing relationships with business owners and founders, and creating opportunities for institutional acquirers. If you thrive on strategic outreach, executive-level dialogue, and establishing credibility with business owners, we want to hear from you.

Key Responsibilities

• Build rapport with owners and C-level executives; shepherd them through initial discussions with a consultative, non-aggressive approach.
• Execute strategic, high-touch prospecting campaigns targeting private businesses across various industries to generate qualified deal flow.
• Monitor pipeline metrics, activity levels, and conversion rates; provide weekly performance summaries.
• Maintain awareness of industry trends, valuation movements, and transaction landscapes.
• Conduct initial qualification conversations: evaluate financial health, ownership structure, transaction motivations, and deal readiness.
• Evaluate prospects based on revenue thresholds, profit margins, growth trajectory, and strategic alignment. Maintain accurate CRM records.
• Foster cross-functional collaboration and clear communication throughout the organization.
• Represent buyer interest with professionalism and facilitate seamless transitions to transaction teams.

Required Qualifications

• Proficient with modern CRMs (Salesforce/HubSpot or similar)
• 5+ years of B2B sales experience with demonstrated quota achievement.
• Self-motivated, responsible, and productive in a remote work environment.
• Strong executive presence and communication skills; comfortable interfacing with owners and senior leaders.
• Understanding of basic financial statements and key business performance indicators.
• Bachelor's degree in Business/Finance/Economics (or equivalent hands-on experience).
• Sound business judgment. Able to quickly grasp diverse industries and operating models.

Preferred Qualifications

• MBA or other advanced business degree.
• Prior experience in financial services sectors (such as wealth management, commercial lending, or advisory services).
• Willingness to obtain relevant securities licenses (e.g., Series 79/63) as role responsibilities may require.
• Experience analyzing financials with business owners (profit and loss statements, balance sheet fundamentals).
• Familiarity with M&A/corporate finance or business valuation principles.
• Proven success in fast-paced or entrepreneurial settings.

• Paid Time Off
• Base Salary: $60,000 – $80,000 annually (based on experience)
• Medical, dental, and vision coverage; wellness programs; professional growth opportunities.
• 100% remote position anywhere in the U.S.; limited travel for team gatherings or industry events.
• Uncapped performance-based compensation structure. On-Target Earnings (OTE): $125,000 – $300,000+ per year based on results.

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.