商务拓展分析师 (美国团队)
Business Development Analyst (US Team)
职位地点：远程办公，必须位于北美洲
雇佣类型：合同制
出差要求：根据需要参加行业会议、路演和线下会议
职位简介
这是一个适合应届毕业生或早期职业人士的绝佳机会，专注于金融销售、私募市场、私募股权和业务发展。
你将直接与商业团队的高级成员合作，在帮助一家快速发展的金融科技公司扩张的过程中，获得与机构投资者、家族办公室、独立财务顾问（RIA）、财富管理平台和另类投资经理接触的实战经验。
该职位结合了销售、关系建立、CRM管理、市场研究、会议参与和商业运营，为在机构销售、投资者关系、融资和私募市场领域建立长期职业打下坚实基础。
工作职责
业务开发与销售
- 支持针对机构投资者、财富管理人、家族办公室、独立财务顾问（RIA）和另类资产管理人的外向业务开发计划。
- 协助开展潜在客户挖掘、线索生成和销售推广活动，涵盖电子邮件、领英、会议和其他渠道。
- 研究潜在客户并发现新的业务机会。
- 协调并跟踪销售流程中的业务开发活动。
- 参与客户会议、电话会议和关系管理项目。
- 建立并维护与关键市场参与者的联系。
CRM与销售漏斗管理
- 保持CRM数据的完整性，确保准确记录客户互动和机会。
- 管理销售流程和销售漏斗进展。
- 监控线索活动并支持及时跟进流程。
- 协助销售漏斗报告、预测和销售绩效分析。
- 跟踪关键关系里程碑和参与指标。
营销与商业支持
- 支持营销材料和销售资料的制作与分发。
- 协助领英活动、会议沟通和推广项目。
- 协调会议准备和会后跟进活动。
- 支持信息传递、演示文稿和商业内容的开发。
会议与行业活动
- 参加行业会议、社交活动和客户会议。
- 协助安排会议和活动物流。
- 在活动前进行参会者调研并识别相关潜在客户。
- 撰写会议纪要并提供后续支持。
查看英文原文
Location: Remote, must be based in North America
Employment Type: Contract
Travel Requirements: Travel to conferences, roadshows, and in-person meetings as needed
About the Role
This is an ideal opportunity for a recent graduate or early-career professional interested in financial sales, private markets, private equity, and business development.
You will work directly with senior members of the commercial team and gain hands-on exposure to institutional investors, family offices, RIAs, wealth platforms, and alternative investment managers while helping scale a fast-growing fintech business.
The role combines sales, relationship-building, CRM management, market research, conference participation, and commercial operations, providing a strong foundation for a long-term career in institutional sales, investor relations, capital raising, and private markets.
Tasks
Business Development & Sales
- Support outbound business development initiatives targeting institutional investors, wealth managers, family offices, RIAs, and alternative asset managers.
- Assist with prospecting, lead generation, and sales outreach campaigns across email, LinkedIn, conferences, and other channels.
- Research prospective clients and identify new business opportunities.
- Coordinate and track business development activities across the sales pipeline.
- Participate in client meetings, conference calls, and relationship management initiatives.
- Develop and maintain relationships with key market participants.
CRM & Pipeline Management
- Maintain CRM data integrity and ensure accurate tracking of client interactions and opportunities.
- Manage sales workflows and pipeline progression.
- Monitor lead activity and support timely follow-up processes.
- Assist with pipeline reporting, forecasting, and sales performance analysis.
- Track key relationship milestones and engagement metrics.
Marketing & Commercial Support
- Support the creation and distribution of marketing materials and sales collateral.
- Assist with LinkedIn campaigns, conference communications, and outreach initiatives.
- Coordinate conference preparation and post-event follow-up activities.
- Support the development of messaging, presentations, and commercial content.
Conferences & Industry Events
- Attend industry conferences, networking events, and client meetings.
- Assist with meeting scheduling and event logistics.
- Conduct attendee research and identify relevant prospects prior to events.
- Capture market intelligence and relationship-building opportunities from conferences and meetings.
Reporting & KPIs
- Track commercial metrics and key performance indicators.
- Monitor outreach performance and pipeline activity.
- Identify trends and opportunities to improve sales effectiveness and operational efficiency.
Requirements
What We're Looking For
We're looking for someone who is naturally curious, highly motivated, and excited about building a career in financial sales and private markets.
The ideal candidate enjoys meeting new people, building relationships, and learning how institutional investors make decisions. They are proactive, resourceful, comfortable working in an entrepreneurial environment, and eager to take ownership from day one.
This role is ideal for someone looking to build a long-term career in institutional sales, investor relations and private markets.
Qualifications
- Bachelor's degree in Finance, Economics, Business, or a related field.
- Strong interest in financial markets, private equity, and alternative investments.
- Excellent communication and interpersonal skills.
- Strong attention to detail and organizational abilities.
- Analytical mindset and comfort working with data.
- Ability to manage multiple priorities and work independently.
- Entrepreneurial attitude and willingness to thrive in a fast-paced startup environment.
Preferred Qualifications
- Internship experience in finance, sales, consulting, fintech, wealth management, investment management, or financial services.
- Familiarity with CRM platforms
- Strong Excel, PowerPoint, and data management skills.
- Experience with LinkedIn and professional networking tools.
- Demonstrated leadership, initiative, or entrepreneurial experience through internships, student organizations, athletics, or extracurricular activities.
- Strong desire to pursue a career in financial sales and business development.
FINRA Registration
Candidates should be willing to pursue and maintain FINRA registration as part of their long-term professional development. Tangible Markets will provide sponsorship and support for the required licensing process.
Originally posted on Himalayas