Director, M&A Business Development

Director, M&A Business Development
Fremont, CA

Job Description

Beyond Financial Services, based in Fremont, CA, is looking for an individual with Mergers & Acquisitions Business Development experience to join our team and will be the driving force in sourcing and originating business transition deals in the Bay Area, connecting with owners of companies in the $5M-$200M range and guiding them through their most critical financial decision.

Successful candidates should possess Series 7 and 66 licenses, (or have ability to obtain), enjoy selling, and demonstrate a strong aptitude for sales by building new, and maintaining current relationships. Our goal is a highly professional approach in selling succession planning services to business owners and key decision makers.

The work environment is friendly and collaborative and the company offers a competitive base salary, lucrative commission/bonus structure, and complete benefits package.

https://beyondfinancialservices.com/wp-content/uploads/2023/12/Business-Succession-Planning-1.pdf

Duties and Responsibilities

Conduct regular phone calls and set appointments with leads, prospects and existing clients
Business development by building new and maintaining existing relationships with key business decision makers through events, prospecting and following up on leads
Understand the consultative approach to our services and clearly articulate the value proposition
Report weekly sales activity and meet or exceed monthly sales goals set by the owner
Build and maintain relationships with attorneys, accountants, and other professionals

Qualifications

1 + years’ experience in financial sales and business development
Knowledge of business transactions is a plus
Outgoing personality, networking skills, and an ability to develop positive rapport with business owners and key decision makers
Series 7 and 66 licenses or have the ability to obtain
Proficiency using Microsoft Office suite (Excel, Word, PowerPoint)
Experience with CRM software is a plus
Excellent verbal and written communication and presentation skills
Possess positive customer service attitude in all interactions
Self-driven with the ability to work independently and with a team
Strong organizational and time management skills
High attention to detail and accuracy
Self-disciplined and capable of identifying and completing critical tasks independently and with a sense of urgency
Strong problem-solving and decision-making skills

Company Description

At Beyond Financial Services, our mission is to help navigate clients toward wealth and financial freedom, so they can live a prosperous life with meaning. Originally founded as Millar Financial in 1986 by Timothy Millar as a Bay Area investment and financial planning firm, we have since expanded into complementary services, and today are known as Beyond Financial Services to reflect that.

Led by Kenneth Leung since 2016, our award-winning team simplifies the complexity, so clients can breathe easier. We are one team to turn to when you need expert advice to navigate complex financial matters.

Investment advisory and financial planning
Business Transition Advisory (selling or bequeathing your business)
Catastrophic Illness Funding (paying for long-term care)

Please do not call the office or send hard copy resumes. We carefully consider every application, but we can only accept applications made through this site.

#IND123

Thank you for your interest in the Director, M&A Business Development position with Beyond Financial Services. Please answer the following questions and be sure to click Submit at the bottom to complete your application.

Personal

First Name*

Last Name*

EMail*

Phone Number*

A few questions

We would like to ask you to answer a few additional questions to help us better understand your qualifications for this position.

Why does this position appeal to you?*

Please describe your sales experience.*

Please describe your experience in Financial Services.*

Do you have Series 7 and 66 licenses?*

Do you have a valid driver's license and clean driving record? Please explain.*

How did you land your most successful sale or account?*

What factors do you think are crucial to good communication and teamwork in a company?*

Have you ever been terminated from or asked to leave any previous position? Please explain.*

What is your salary expectation?*

Where or how did you find this job advertisement?*

Application

Finally, please provide a cover letter to introduce yourself to the hiring team and your resume with a complete employment history.

Please submit your cover letter*

Please submit your resume*

By checking this box, I certify that this application includes a complete history of both my education and employment, and that all the information given is this application and in any attachments, supporting documents or interviews is (or will be) true, complete and accurate to the best of my knowledge. I understand and agree that any falsification, misrepresentations or omission, as well as any misleading statements or omissions, generally will result in denial of employments, withdrawal of any offer of employments, or immediate termination, regardless of when and how discovered.*

Your application has been submitted. Thank you for your interest in this position.