Business Development Executive - Financial Services jobs in United States
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Hartman Executive Advisors · 6 hours ago

Business Development Executive - Financial Services

Hartman Executive Advisors is a consulting firm focused on providing vendor-independent solutions to mid-sized companies. They are seeking an experienced Business Development Executive to expand their Financial Services practice, particularly in community banking, by engaging with executives to navigate strategic and technology challenges.

AdviceConsultingManagement ConsultingProfessional ServicesRisk ManagementSmall and Medium Businesses

Responsibilities

Develop and execute a personalized plan of action in partnership with senior growth leadership, focusing on building high-value relationships and shaping market expansion
Build, expand, and nurture a strategic network of Centers of Influence (COIs), creating a sustained pipeline of warm introductions and expanding Hartman’s influence across the industry
Lead strategic discovery conversations that help executives understand gaps in their IT leadership, governance, cybersecurity posture, or technology strategy
Represent Hartman at conferences, banking association events, and industry forums, strengthening visibility and creating new pathways into priority markets
Collaborate with internal subject matter experts to shape advisory solutions that address prospective client challenges
Maintain a consistent rhythm of outreach, COI engagement, industry involvement, prospect conversations, follow-up, and CRM documentation
Clearly communicate Hartman’s value proposition through thoughtful, executive level conversations that build trust and create clarity

Qualification

Financial services experienceExecutive relationship buildingStrategic advisory skillsInsight-driven conversationsClear communication skillsIntellectual curiosityNetworking skills

Required

Firsthand experience in banking or financial services, or a proven history of advising and selling to financial institutions at the executive level
A track record of earning trust with senior executives and influencing long-term strategic thinking
Strength in leading insight-driven conversations that help executives understand and navigate strategic or technology-related challenges
Clear, concise communication skills suitable for boardroom-level discussions
Genuine intellectual curiosity and the ability to identify themes, risks, and opportunities across organizations and industries
Bachelor's degree or equivalent experience required

Benefits

Medical
Dental
Vision
401k

Company

Hartman Executive Advisors

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An IT leadership and advisory firm providing strategic IT leadership to align business and technology to enable your business goals.

Funding

Current Stage
Growth Stage

Leadership Team

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Marie Hartman
Executive Vice President/Co-Founder
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