Description

Corrigan Krause is a leading accounting firm with a dedicated wealth management arm. We provide comprehensive accounting, tax, consulting and financial services to individuals and businesses. With a team of experienced professionals, we are committed to delivering exceptional financial solutions and personalized service to our clients.

We are seeking a highly motivated and results-driven Business Development Manager to join our team. The successful candidate will play a key role in driving growth and revenue for our accounting firm, with a specific focus on growing our wealth management and consulting services. As the Business Development Manager, you will focus on identifying our ideal target client, nurturing new business opportunities; evaluating and deepening existing client relationships, optimizing pricing strategies and developing strategies to expand our client base.

Requirements

Strategic Planning

• Develop and implement business development strategies that align with the firms strategic plan
• Lead pricing strategies to ensure firm profitability

Client Acquisition

• Identify, pursue and generate new business opportunities to expand the firms client base
• Collaborate with relationship managers to understand client needs and tailor services accordingly

Networking

• Coordinate and attend industry events, conferences and professional functions to build relationships with potential clients, strategic partners and other professionals

Proposal Development

• Prepare and present proposals to potential clients with an outline of the firm services, tailored to the specific client

Reporting & Analytics

• Track and report on key performance indicators (KPIs) related to business development, including different strategies implemented
• Utilization of HubSpot to monitor pipeline and client relationship metrics

Training & Development

• Provide training and coaching to other team members involved in business development
• Facilitate monthly business development team meetings

Qualifications:

• Bachelor's degree in Business, Finance, or a related field. MBA or CFA designation is a plus.
• Proven experience in business development, sales, or relationship management within the financial services sector, with a specific focus on wealth management.
• Strong knowledge of financial products and services, including investments, retirement planning, estate planning, and taxation.
• Excellent interpersonal and communication skills, both written and verbal.
• Strong presentation and negotiation skills.
• Ability to work independently and as part of a team.
• Results-oriented, with a track record of meeting or exceeding sales targets.
• Proficiency in HubSpot software is a plus
• Knowledge of industry regulations and compliance standards.

If you are looking for a firm that cares about you as a person, not just as an employee – look no further than Corrigan Krause.

Corrigan Krause continues to be recognized as a top CPA & Consulting firm in Northeast Ohio, even after 33 years in business. Our clients are regional and national privately-held small businesses that are passionate about building a solid future for our communities. You’ll work directly with our clients, experiencing what it really means to make a difference and playing a key role in their success.

We may be a mid-sized firm, but our team loves the small firm atmosphere we have. We get to know our team members both inside and outside of work, which strengthens the team atmosphere we have. We offer a number of employee-first benefits, including, but not limited to, flexible working hours, a beautiful new headquarters in Crocker Park in Westlake, plus convenient satellite offices in Medina & Mayfield Heights. We recognize our team members are people, so we prioritize a solid work/life balance first. We know when our staff is supported both professionally and personally, they’re able to bring the best to our clients.

Whether you’re an experienced professional looking for a new opportunity or starting out and looking to grow, Corrigan Krause is a great place for the next step in your career.