Note: The job is a remote job and is open to candidates in USA. SAX Advisory Group is a forward-thinking multi-disciplinary accounting, tax, and advisory firm. They are seeking a Business Development Specialist to spearhead deal origination, drive new client acquisition, and expand their market presence in the M&A advisory space.
Responsibilities
- Identify, engage, and qualify prospective clients (business owners, Centers of Influences, and corporates) to generate M&A advisory mandates
- Develop a strong presence across target industries through proactive outreach, networking, and thought leadership
- Build and maintain senior-level relationships with stakeholders including entrepreneurs, and advisors (wealth management firms, law firms, accounting firms, consultants)
- Drive the firm’s outbound business development efforts—cold calling, targeted campaigns, event participation, and partnership building
- Establish and cultivate referral relationships with intermediaries, industry associations, and strategic partners
- Represent the firm at conferences, panels, and networking events to enhance visibility and credibility
- Work closely with M&A execution teams to transition prospects into mandates and ensure consistent client experience
- Track origination activities, maintain pipeline metrics, and provide regular updates on progress against business development goals
Skills
- 8+ years of experience in business development, origination, or client-facing roles within M&A advisory, investment banking, private equity, corporate development, or professional services
- Demonstrated track record of sourcing and winning mandates in the mid-market M&A space
- Exceptional network-building and deal origination capabilities
- Deep understanding of M&A processes and transaction lifecycle
- Highly entrepreneurial and self-motivated, with ability to thrive in a results-driven environment
- Strong communication, presentation, and negotiation skills
- Adept at developing trust and credibility with senior executives and business owners
Benefits
- Top Tier Health, Dental, & Vision Plans
- Flexible Spending Account (FSA) and Health Savings Accounts (HSA)
- Medical and Dependent Care
- Life and Voluntary Life Insurance
- Short and Long -Term Disability Insurance
- 401kplan with matching contribution
- Defined Contribution Plan(profit sharing)
- Customized Work Arrangements
- Floating Holidays and Volunteer PTO
- Unlimited PTO for Managers and Above
- Referral Bonus Program
- Tuition Reimbursement for Advanced Degree
- Healthy Living Reimbursement Program
- Health & Wellness App Subscription
- OnDemand access to industry leading CPE courses
- Summer Fridays at 1pm
Company Overview