Start-up Ventures: Transaction Advisor - Sales at Wisable jobs in United States
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The D. E. Shaw Group · 1 day ago

Start-up Ventures: Transaction Advisor - Sales at Wisable

positionUnited States
timeFull-time
remoteRemote
seniorityMid Level
money$130K/yr - $150K/yr
date3+ years exp

Wisable, a tech-enabled business brokerage spun out from D.E. Shaw’s venture studio, is seeking a Transaction Advisor to lead the acquisition of new clients through a consultative sales process. The role involves educating small business owners on the M&A process and guiding them toward engaging Wisable as their trusted partner in selling their businesses.

Financial ServicesReal EstateVenture CapitalWind Energy
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Growth Opportunities
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H1B Sponsor Likelynote

Responsibilities

Lead client meetings to educate prospective clients on the M&A process, timelines, and Wisable’s unique service model, while also effectively qualifying businesses as strong M&A candidates
Leverage Wisable’s AI-powered tools to generate customized reports and insights
Build trust with founders, guiding them through a complex and emotional transition with empathy and confidence
Engage directly with business owners and key stakeholders to gather essential financial and operational information
Collaborate cross-functionally with internal teams to ensure a smooth and well-coordinated transition from onboarding to transaction execution
Assist in developing and maintaining strong partnerships with key stakeholders, including lenders and legal advisors

Qualification

Client-facing experienceFinancial services knowledgeEmotional intelligenceBusiness consulting experienceClose engagementsSelf-directed working styleOrganizational skillsInterpersonal skills

Required

Bachelor's degree or higher, along with an impressive record of academic and professional achievement
At least three years of experience, with a minimum of two years of client-facing experience in financial services, business consulting, insurance, real estate, private wealth, or related sectors
Comfort explaining financial topics to clients and an ability to understand and discuss business performance across a variety of verticals
Strong emotional intelligence and interpersonal skills, with a demonstrated ability to build trust over time, especially with non-technical clients
Ability to close complex, service-based engagements
A highly organized, proactive, and self-directed working style

Benefits

Additional compensation in the form of earned commissions

Company

The D. E. Shaw Group

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The D. E. Shaw group is trusted by investors across the world to manage their assets by seeking the optimal balance of risk and reward.
dateFounded in 1988
location
New York, New York, USA
people-size1001-5000 employees
web-link
https://www.deshaw.com

H1B Sponsorship

The D. E. Shaw Group has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (54)
2024 (36)
2023 (20)
2022 (29)
2021 (34)
2020 (24)

Funding

Current Stage
Late Stage
Total Funding
unknown
Key Investors
Ingleside Investors
2013-01-01Private Equity

Leadership Team

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Adria Schulman-Eyink
Co-Head of Finance, Investments Team, D.E. Shaw Renewable Investments
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A
Anne Dinning
Executive Committee of Hedge Fund Manager

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