This position is no longer accepting applications
Closed on July 1, 2026.
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Business Development Associate, Financial Services - Corporate Access
Account Management
Account Onboarding
B2B
Business Development
Client Outreach
Client Prospecting
Corporate Development
CRM
Investor Relations
Lead Generation
New Business Development
Outbound Sales
Relationship Management
Sales Outreach
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Job Description
Hybrid role in New York, NY focusing on identifying and onboarding publicly listed companies into the Corporate Access Program, with a salary range of USD 70,000 - 80,000 per year.
Responsibilities
- Identify and assess publicly traded companies likely to benefit from Corporate Access Services
- Develop and maintain targeted prospect lists across sectors, markets, geographies, exchanges, and investor-relations objectives
- Engage with C-suite executives, investor relations teams, and corporate development professionals through outreach and meetings
- Create tailored outreach emails, pitch notes, call materials, and follow-up communications
- Coordinate introductory calls and assist senior team members throughout the business development process, supporting onboarding of new corporate clients
- Maintain accurate CRM records, keep pipeline updates current, capture prospect notes, and track outreach activity
Requirements
- Experience in financial services, investor relations, capital markets, business development, account management, or client relations is preferred
- Excellent written and verbal communication skills
- Professional presence and ease engaging with senior executives and investor relations professionals
- Strong organizational abilities with the capacity to manage multiple workstreams concurrently
- Attention to detail, consistency, follow-through, and quality control
- Ability to work independently while collaborating effectively within a team
- Interest in public markets, corporate finance, investor relations, and corporate access
- Proficiency with Gmail, Microsoft Office (Excel and Word), HubSpot, AI tools, and other web-based research applications
Technologies
- Gmail
- Microsoft Office
- Microsoft Excel
- Microsoft Word
- HubSpot
- AI tools
Benefits
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance
Application
Please send a resume and cover letter if you are interested and believe you fit the candidacy requirements. We look forward to meeting you.