CBIZ Advisory Services · 2 days ago
Vice President, Sponsor Coverage
Chicago, IL
Full-time
Remote
Director/Executive
$125K/yr - $200K/yr
5+ years exp
Maximize your interview chancesAccounting
Hiring Manager
Claire Prado
Insider Connection @CBIZ Advisory Services
Get 3x more responses when you reach out via email instead of LinkedIn.
Responsibilities
Identify, network into, and establish relationships with deal team professionals at private equity firms, investment banking firms, and other M&A constituents
Nurture and leverage existing firm relationships to expand contacts within a PE or IB group
Prepare for telephonic and in person meetings by completing information sheets necessary to conduct successful calls/meetings
Schedule, participate in, and lead follow up on telephonic and in person meetings
Log and update all data tracking fields in SalesForce after telephonic and in person meetings
Log and track advancement of individual professionals along our sales cycle continuum
Use tools including PitchBook, LinkedIn etc. to navigate
Send best practice emails to probe for needs where CBIZ Private Equity Advisory can deliver solutions
Attend industry events as necessary to market CBIZ Private Equity Advisory and optimize brand awareness
Work with Marketing to follow up on specific lead generation campaigns
Present actionable business intelligence off fund news to properly stay top of mind and advance more individuals at more funds
Learn and maintain in-depth knowledge of new services, industry trends and competition
Qualification
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Required
The successful candidate will have a Bachelor’s degree
Minimum 5 years’ experience working in middle market M&A
Excellent verbal and written communication skills plus presentation skills
Preferred
The ideal candidate must possess 5+ years of experience working in client service or new business development in middle market M&A
Proficient in Microsoft Word, Excel, PowerPoint, and Salesforce.com
Proven ability to leverage personal and professional network
Proven ability to establish multi-level relationships within a single firm
Ability to recognize and prioritize action across multiple prospect opportunities
Must be a self-starter that can work independent of daily oversight
High level of maturity and professionalism while displaying tenacity
Benefits
Comprehensive medical and dental insurance
Retirement savings
Life and disability insurance
Health care and dependent care reimbursement accounts
Certification incentives
Education assistance
Referral program
Much more
Company
CBIZ Advisory Services
The Advisory practice of CBIZ Inc (NYSE: CBZ) is committed to providing multidisciplinary, agile financial advisory solutions that respond to the complexity of your business’ needs today while simultaneously pursuing tomorrow’s opportunities.
501-1,000 employees
Funding
Current Stage
Late StageLeadership Team
Ben Anderson, CPA
Partner
Martin Spector, CPA, JD
MANAGING DIRECTOR
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