Business Development Associate

Alliance Advisors is an independent advisory firm providing shareholder and investor advisory services to public and private companies worldwide. Our expertise includes shareholder engagement, governance, compensation, M&A activism, ownership intelligence, proxy logistics, and retail outreach.

The Business Development Associate supports proposals and RFPs, client presentations, outreach campaigns, sales operations, and reporting. This entry-level role combines strong writing, organization, research, and client communication skills in a collaborative advisory environment.

RESPONSIBILITIES

• Make daily outbound cold calls to prospective clients to introduce Alliance Advisors’ services and secure introductory meetings.
• Identify and research target companies and key decision-makers to build and maintain prospect lists.
• Engage prospects in initial conversations to understand their needs, assess fit, and identify business opportunities.
• Use phone, email, and LinkedIn outreach to connect with prospects and maintain consistent follow-up.
• Clearly communicate Alliance Advisors’ value proposition and respond to initial questions and objections.
• Schedule qualified meetings and coordinate handoffs to senior business development and advisory team members.
• Respond promptly to inbound inquiries and follow up on leads generated through marketing campaigns, events, and referrals.
• Maintain accurate Salesforce records, including contacts, outreach activity, prospect feedback, and next steps.
• Work with the team to refine call scripts, outreach messaging, and prospecting strategies.
• Provide regular updates on outreach activity, meetings booked, and opportunities generated.
• Assist with meeting preparation, presentations, and proposals as needed, while keeping prospecting and outreach as the primary priority.

Qualifications

Required Qualifications

• Strong verbal communication skills and a confident, professional phone presence.
• Willingness to make frequent cold calls and initiate conversations with unfamiliar contacts.
• Resilience, persistence, and the ability to handle rejection professionally.
• A goal-oriented mindset and motivation to meet activity and meeting-generation targets.
• Strong listening skills and the ability to ask thoughtful questions.
• Clear, concise business writing skills for prospecting emails and follow-up communications.
• Strong organization and follow-through, with the ability to manage multiple prospect conversations.
• Bachelor’s degree in business, finance, marketing, communications, or a related field, or equivalent experience.
• Entry-level candidates with 0–2 years of relevant experience are welcome.

Proficiency in Microsoft Office and a willingness to learn Salesforce and sales outreach tools.

Interest in sales, business development, and capital markets.

Preferred Qualifications

• Experience in cold calling, outbound sales, appointment setting, lead generation, or customer-facing roles.
• Familiarity with Salesforce or another CRM platform.
• Experience using LinkedIn or sales engagement tools for prospect research and outreach.

Exposure to financial services, investor relations, corporate advisory, or professional services.

A demonstrated record of achieving goals in work, academics, athletics, or other competitive environments.