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.
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.
Office Attendance Requirement: Employees residing within a thirty (30) mile radius of Alliance Advisors’ headquarters in Little Falls, New Jersey, are expected to report to the office a minimum of four (4) days per week.
Skills Required
- 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
- Goal-oriented mindset and motivation to meet activity and meeting-generation targets
- Strong listening skills and ability to ask thoughtful questions
- Clear, concise business writing skills
- Strong organization and follow-through while managing multiple prospect conversations
- Bachelor’s degree in business, finance, marketing, communications, or a related field, or equivalent experience
- 0–2 years of relevant experience; entry-level candidates welcome
- Proficiency in Microsoft Office
- Willingness to learn Salesforce and sales outreach tools
- Interest in sales, business development, and capital markets
- 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
- Demonstrated record of achieving goals in work, academics, athletics, or other competitive environments
What We Do
Alliance Advisors is an independent advisory firm specializing in shareholder engagement, proxy solicitation, corporate governance, and investor relations. They provide year-round guidance to public and private companies, helping them navigate complex corporate landscapes, M&A, and activist situations. With a global reach, the firm offers strategic support to boards and C-suite executives to maximize shareholder value and cultivate strong investor relationships.
