Director of Business Development | Capital Markets

Posted 2 Hours Ago
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San Francisco, CA, USA
Hybrid
Expert/Leader
Consulting • Financial Services
The Role
Leads capital markets business development by developing sales managers, accompanying business calls, setting growth and marketing strategies, forecasting new business, supporting sales-team development, maintaining campaigns, generating qualified opportunities, managing stakeholder relationships, and achieving annual sales goals. Requires strong local business relationships, industry knowledge, communication and presentation skills, leadership, and effective multitasking.
Summary Generated by Built In

#LI-KH1 #LI-Hybrid

Responsibilities body { font-family: Arial, sans-serif; line-height: 1.6; padding: 20px; } strong { font-weight: bold; color: black; } ul, ol { margin-left: 20px; }

Essential Functions and Primary Duties

  • Identify and develop Business Development Manager sales skills for more effective business growth strategies
  • Accompany Business Managers on development calls.
  • Setting business strategies and methods of marketing penetration, while showcasing CBIZ’s competitive market distinction
  • Participate in new business forecasting, planning and goal-setting
  • Share in the development of sales team
  • Maintain current sales and marketing campaigns designed to grow business
  • Continually generate qualified sales opportunities through prospecting, networking and through existing client referrals
  • Maintain strong relationship with internal stakeholders
  • Responsible for meeting annual sales goals if applicable to position
  • Perform other duties as assigned
Qualifications body { font-family: Arial, sans-serif; line-height: 1.6; padding: 20px; } strong { font-weight: bold; color: black; } ul, ol { margin-left: 20px; }

Minimum Qualifications

  • The successful candidate will have a Bachelor's of business administration or equivalent, MBA preferred
  • Minimum of 10 years of experience required
  • Established business relationships in the local business community
  • Possess industry knowledge
  • Excellent verbal and written communication skills plus presentation skills
  • Possess leadership qualities necessary to lead a team
  • Ability to manage time effectively and to multi-task
About Us

CBIZ, Inc. (NYSE: CBZ) is a leading professional services advisor to middle-market businesses nationwide. With industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers actionable insights to help clients anticipate what is next and discover new ways to accelerate growth. CBIZ has more than 9,500 team members across 23 major markets coast to coast.

CBIZ strives to be our team members' employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers.

Together, CBIZ and CBIZ CPAs are ranked as one of the top providers of accounting services in the United States. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services. In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C.

Skills Required

  • Bachelor's degree in business administration or equivalent
  • MBA
  • At least 10 years of experience
  • Established business relationships in the local business community
  • Industry knowledge
  • Excellent verbal and written communication skills
  • Presentation skills
  • Leadership qualities necessary to lead a team
  • Ability to manage time effectively and multitask
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The Company
HQ: Cleveland, OH
3,512 Employees

What We Do

Named one of the "Best & Brightest Places to Work for"​ in the Nation, CBIZ, Inc. (NYSE: CBZ) provides professional business services that help clients better manage their finances and employees. CBIZ provides its clients with financial services including accounting, tax, financial advisory, government health care consulting, risk advisory, real estate consulting, and valuation services. Employee services include employee benefits consulting, property and casualty insurance, retirement plan consulting, payroll, life insurance, HR consulting, and executive recruitment. As one of the nation’s largest brokers of employee benefits and property and casualty insurance, and one of the largest accounting and valuation companies in the United States, the Company’s services are provided through more than 100 Company offices in 33 states. CBIZ is associated with Mayer Hoffman McCann P.C. (MHM)*, a national, independent CPA firm. Through this association, we offer audit and attest services.

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