Job Description
Note: The job is a remote job and is open to candidates in USA. The Advisory Investment Bank is the leading M&A advisory firm serving essential service businesses. The role involves sourcing, qualifying, and nurturing relationships with business owners to fuel the firm's growth and bring new mandates to market. Responsibilities • Identify at least 100 qualified leads per day, enter into CRM, and work to make contact with business owner. YOU are provided the lead • Research and identify qualified business owners in target industries (HVAC, plumbing, pest, etc.) • Conduct high-volume outbound outreach (calls, emails, LinkedIn) to generate interest and schedule introductory meetings for senior bankers • Manage HubSpot CRM data integrity and track all pipeline activity • Collaborate with marketing and senior bankers on campaigns and content to increase lead flow • Support pitch preparation and prospect follow-up to advance deals through the funnel Skills • Minimum of Bachelor's degree required (Business, Finance, Marketing, or related field) • 1–3 years of investment banking, sales, lead generation, or SDR/BDR experience — ideally in tech sales, banking, professional services, finance, SaaS, or M&A environments • Strong communication skills — confident, articulate, and persuasive • Comfortable with outbound prospecting and speaking directly to business owners • Process-driven, organized, and coachable — thrives on measurable goals • High energy and persistence; thrives in a competitive, entrepreneurial environment • Perfect English, good personality, and very well spoken • Location: Remote w/ travel (preferred: based in major metro markets) Benefits • Full coverage for primary and family / competitive health benefits • 4% 401K match • Ability to get promoted within your first 12 months Company Overview • Top 5 Lower Middle Market Investment Bank — Axial - Q1, Q2, Q3 2025 Investment Banking, Rebuilt for the Real World A tech-enabled investment bank for the essential services economy In 2024, we launched The Advisory with a simple belief: Main Street business owners deserve Wall Street-level outcomes. It was founded in 2024, and is headquartered in New York, NY, US, with a workforce of 11-50 employees. Its website is Apply tot his job
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