What are the responsibilities and job description for the Business Development Specialist - M&A Advisory position at SAX?
At Sax Advisory Group, LLC we are driven by our ability to turn every client’s dream into a reality. We are a forward-thinking multi-disciplinary accounting, tax, and advisory firm serving the needs of closely held companies, family-owned businesses, not-for-profit entities, government, and high-net-worth individuals. We are dedicated to providing an environment that offers growth, stability and advancement opportunities, in a team member driven culture where contributions are recognized and rewarded. We have everything you need for a dynamic career!
Sax Capital Advisors is a leading M&A advisory firm specializing. We advise business owners, investors, and corporations on strategic mergers, acquisitions, divestitures, and capital raising. Our team combines deep market expertise with a client-first approach to deliver successful outcomes.
We are seeking a Business Development Specialist to spearhead deal origination, drive new client acquisition, and expand our market presence. This role is dedicated to generating high-quality leads and building lasting relationships with decision-makers. This role is fully remote within the U.S. for candidates located outside the New York City area.
Key Responsibilities
Experience:
New York Pay Range: $75,000 USD - $200,000 USD
Sax Capital Advisors is a leading M&A advisory firm specializing. We advise business owners, investors, and corporations on strategic mergers, acquisitions, divestitures, and capital raising. Our team combines deep market expertise with a client-first approach to deliver successful outcomes.
We are seeking a Business Development Specialist to spearhead deal origination, drive new client acquisition, and expand our market presence. This role is dedicated to generating high-quality leads and building lasting relationships with decision-makers. This role is fully remote within the U.S. for candidates located outside the New York City area.
Key Responsibilities
- Deal Origination: Identify, engage, and qualify prospective clients (business owners, Centers of Influences, and corporates) to generate M&A advisory mandates
- Market Coverage: Develop a strong presence across target industries through proactive outreach, networking, and thought leadership.
- Relationship Development: Build and maintain senior-level relationships with stakeholders including entrepreneurs, and advisors (wealth management firms, law firms, accounting firms, consultants).
- Lead Generation: Drive the firm’s outbound business development efforts—cold calling, targeted campaigns, event participation, and partnership building.
- Partnerships: Establish and cultivate referral relationships with intermediaries, industry associations, and strategic partners.
- Thought Leadership: Represent the firm at conferences, panels, and networking events to enhance visibility and credibility.
- Collaboration with Deal Teams: Work closely with M&A execution teams to transition prospects into mandates and ensure consistent client experience.
- CRM & Reporting: Track origination activities, maintain pipeline metrics, and provide regular updates on progress against business development goals.
- 8 years of experience in business development, origination, or client-facing roles within M&A advisory, investment banking, private equity, corporate development, or professional services.
- Demonstrated track record of sourcing and winning mandates in the mid-market M&A space.
- Skills & Attributes:
- Exceptional network-building and deal origination capabilities.
- Deep understanding of M&A processes and transaction lifecycle.
- Highly entrepreneurial and self-motivated, with ability to thrive in a results-driven environment.
- Strong communication, presentation, and negotiation skills.
- Adept at developing trust and credibility with senior executives and business owners.
- Top Tier Health, Dental, & Vision Plans
- Flexible Spending Account (FSA) and Health Savings Accounts (HSA)
- Medical and Dependent Care
- Life and Voluntary Life Insurance
- Short and Long -Term Disability Insurance
- 401k plan with matching contribution
- Defined Contribution Plan (profit sharing)
- Customized Work Arrangements
- Floating Holidays and Volunteer PTO
- Unlimited PTO for Managers and Above
- Referral Bonus Program
- Tuition Reimbursement for Advanced Degree
- Healthy Living Reimbursement Program
- Health & Wellness App Subscription
- CPA & EA reimbursement for study materials and exam
- AICPA and CPA State Society membership reimbursement for Managers and above
- OnDemand access to industry leading CPE courses
- Summer Fridays at 1pm
New York Pay Range: $75,000 USD - $200,000 USD
Salary : $75,000