O SEU PRÓXIMO CAPÍTULO
Business Development Analyst
Sobre a vaga
• 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
• Maintain CRM data integrity and accurately track 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 relationship milestones and engagement metrics
• Support 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 development of messaging, presentations, and commercial content
• 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
• Track commercial metrics and KPIs
• Monitor outreach performance and pipeline activity
• Identify trends and opportunities to improve sales effectiveness and operational efficiency
• Work directly with senior members of the commercial team to help scale Tangible's fintech business
• 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
• Candidates should be willing to pursue and maintain FINRA registration
• Preferred: Internship experience in finance, sales, consulting, fintech, wealth management, investment management, or financial services
• Preferred: Familiarity with CRM platforms
• Preferred: Strong Excel, PowerPoint, and data management skills
• Preferred: Experience with LinkedIn and professional networking tools
• Preferred: Demonstrated leadership, initiative, or entrepreneurial experience through internships, student organizations, athletics, or extracurricular activities
• Preferred: Strong desire to pursue a career in financial sales and business development
• Sponsorship and support for the required FINRA licensing process
• Travel to conferences, roadshows, and in-person meetings as needed