#LI-DNI
ResponsibilitiesThis role reports to the Private Equity Advisory Senior Managing Director and is critical to expanding our market share with clients and prospective clients in our New York Metro market. The individual must live in New York City.
Essential Functions and Primary Duties
Identify, network into, and establish relationships with deal team professionals at private equity firms, investment banking firms, and other M&A constituents
Nurture and leverage existing firm relationships to expand contacts within a PE or IB group
Prepare for telephonic and in person meetings by completing information sheets necessary to conduct successful calls/meetings
Schedule, participate in, and lead follow up on telephonic and in person meetings
Log and update all data tracking fields in SalesForce after telephonic and in person meetings
Log and track advancement of individual professionals along our sales cycle continuum
Use tools including PitchBook, LinkedIn etc. to navigate
Send best practice emails to probe for needs where CBIZ Private Equity Advisory can deliver solutions
Attend industry events as necessary to market CBIZ Private Equity Advisory and optimize brand awareness
Work with Marketing to follow up on specific lead generation campaigns
Present actionable business intelligence off fund news to properly stay top of mind and advance more individuals at more funds
Learn and maintain in-depth knowledge of new services, industry trends and competition
Preferred Qualifications
The ideal candidate must possess 5+ years of experience working in client service or new business development in middle market M&A
Proficient in Microsoft Word, Excel, PowerPoint, and Salesforce.com
Proven ability to leverage personal and professional network
Proven ability to establish multi-level relationships within a single firm
Ability to recognize and prioritize action across multiple prospect opportunities
Must be a self-starter that can work independent of daily oversight
High level of maturity and professionalism while displaying tenacity
Qualifications
Minimum Qualifications
Bachelor’s degree required
5 years of experience in related field
3 years of supervisory experience
Must have and preserve required licenses
Ability to manage all aspects of client engagements
Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
Proficient use of applicable technology
Must be able to travel based on client and business needs
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
- Must live in New York City
- Bachelor's degree
- 5 years of experience in related field
- 3 years of supervisory experience
- Must have and preserve required licenses
- Ability to manage all aspects of client engagements
- Demonstrated verbal and written communication across organizational levels
- Proficient use of applicable technology
- Must be able to travel based on client and business needs
- 5+ years client service or new business development experience in middle market M&A
- Proficiency in Microsoft Word, Excel, PowerPoint, and Salesforce.com
- Proven ability to leverage personal and professional network
- Proven ability to establish multi-level relationships within a single firm
- Self-starter able to work independent of daily oversight
- High level of maturity, professionalism, and tenacity
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.
