Demo

Business Development Executive - Financial Services

StradIT
York, NY Full Time
POSTED ON 10/23/2026
AVAILABLE BEFORE 12/23/2026

Company: StradIT (www.stradit.com)
Location: New York City, NY – 5 days per week on-site
Travel: Expected client-travel requirements

Experience – 3 - 5  years

Compensation: $75,000–$90,000 base annually, plus performance-based incentives.

Final compensation will depend on experience, qualifications, and demonstrated success in enterprise sales and financial services account growth.

 

Role Overview

StradIT is seeking a motivated and commercially driven Client Partner to support the growth of its financial-services business through client relationship management, account expansion, and new-business development.

The ideal candidate will have 3–5 years of experience in IT services sales, business development, account management, or client relationship management, preferably within the financial-services industry.

In this role, you will work with existing clients to identify new opportunities, develop relationships with prospective clients, generate qualified leads, and support sales opportunities from initial discussions through proposal development and closure. You will collaborate closely with leadership, presales, and delivery teams to understand client requirements, develop solutions, and contribute to account growth.

This position offers an opportunity to strengthen enterprise sales skills, build industry relationships, and grow within StradIT's financial-services business.

Key Responsibilities

  • Support client relationship management and account-growth initiatives for assigned financial-services clients.
  • Build and maintain relationships with business, technology, and procurement stakeholders.
  • Identify opportunities to expand existing accounts through additional services, projects, and business units.
  • Research target companies, identify prospective clients, and generate new-business leads.
  • Conduct initial client discussions to understand business needs, technology requirements, and potential opportunities.
  • Support the sales process from lead generation and qualification through proposal preparation, follow-ups, negotiations, and closure.
  • Collaborate with leadership, presales, and delivery teams to prepare proposals, presentations, and statements of work (SOWs).
  • Maintain an organized sales pipeline, track follow-ups, and update CRM records and opportunity forecasts.
  • Participate in client meetings, presentations, and business-development discussions.
  • Monitor market trends, competitor activity, and emerging opportunities within financial services.
  • Coordinate with delivery teams to maintain client satisfaction and identify opportunities for repeat business.
  • Work toward agreed targets for lead generation, client engagement, pipeline development, and revenue growth.

Required Qualifications

  • 3–5 years of experience in IT services sales, business development, account management, or client relationship management.
  • Experience working with enterprise clients, preferably in financial services.
  • Familiarity with banking, capital markets, wealth management, or fintech is preferred.
  • Understanding of IT services offerings, such as technology consulting, managed services, project-based engagements, or staffing.
  • Experience identifying prospects, qualifying leads, and developing client relationships.
  • Exposure to proposal preparation, commercial discussions, negotiations, and sales closures.
  • Ability to work collaboratively with presales, technical, and delivery teams.
  • Strong communication, presentation, negotiation, and interpersonal skills.
  • Good organizational skills, with the ability to manage multiple opportunities and follow-ups.
  • Self-motivated, target-oriented, and comfortable working in a client-facing sales environment.
  • Ability to meet the stated NYC office and client-travel requirements.

How Success Is Measured

Performance will be evaluated against agreed goals appropriate to the candidate's experience and assigned responsibilities, including:

  • Business development: Qualified leads generated and prospective clients engaged.
  • Account growth: New opportunities identified within existing client accounts.
  • Pipeline development: Quality and value of opportunities added to the sales pipeline.
  • Sales contribution: Progression of opportunities and contribution to successful closures.
  • Client engagement: Quality of stakeholder relationships, follow-ups, and client feedback.
  • Team collaboration: Effective coordination with leadership, presales, and delivery teams.
  • Execution: Timely CRM updates, accurate opportunity tracking, and consistent follow-through.

Why Join StradIT?

This is an opportunity to build a career in enterprise technology sales while contributing to the growth of StradIT's financial-services business.

You will have the opportunity to:

  • Work with financial-services clients and develop valuable industry relationships.
  • Gain exposure to enterprise account management, business development, and solution-based selling.
  • Learn to manage sales opportunities from initial client engagement through closure.
  • Collaborate with experienced leadership and delivery teams.
  • Develop your skills in proposal development, commercial negotiations, and SOW-based engagements.
  • Participate in performance-based incentives under StradIT's approved compensation plan.
  • Take on greater account ownership and sales responsibilities as you demonstrate results and grow professionally.

Ideal Candidate Profile

We are looking for someone who combines strong communication skills, a proactive business-development mindset, and the ability to build lasting client relationships. The ideal candidate is eager to learn, comfortable engaging with senior stakeholders, and motivated to contribute to both existing-account growth and new-client acquisition.

Insurance

PTO

Incentives

Salary : $75,000 - $90,000

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