Archived listing. The details below describe a past opening.
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.