Remote business development partner guiding warm prospects through consultative discovery and enrollment calls. Building client alignment and managing CRM follow - ups for personal growth and business programs.
About the role
- Business Development Analyst supporting institutional sales and CRM pipelines for Tangible’s private-markets fintech platform. Conducting prospecting, market research, conference outreach, and commercial reporting.
Responsibilities
- Support outbound business development initiatives targeting institutional investors, wealth managers, family offices, RIAs, and alternative asset managers
- Assist with prospecting, lead generation, and sales outreach campaigns across email, LinkedIn, conferences, and other channels
- Research prospective clients and identify new business opportunities
- Coordinate and track business development activities across the sales pipeline
- Participate in client meetings, conference calls, and relationship management initiatives
- Develop and maintain relationships with key market participants
- Maintain CRM data integrity and accurately track client interactions and opportunities
- Manage sales workflows and pipeline progression
- Monitor lead activity and support timely follow-up processes
- Assist with pipeline reporting, forecasting, and sales performance analysis
- Track relationship milestones and engagement metrics
- Support creation and distribution of marketing materials and sales collateral
- Assist with LinkedIn campaigns, conference communications, and outreach initiatives
- Coordinate conference preparation and post-event follow-up activities
- Support development of messaging, presentations, and commercial content
- Attend industry conferences, networking events, and client meetings
- Assist with meeting scheduling and event logistics
- Conduct attendee research and identify relevant prospects before events
- Capture market intelligence and relationship-building opportunities from conferences and meetings
- Track commercial metrics and key performance indicators
- Monitor outreach performance and pipeline activity
- Identify trends and opportunities to improve sales effectiveness and operational efficiency
- Work directly with senior members of the commercial team to help scale Tangible's fintech business
Requirements
- Bachelor's degree in Finance, Economics, Business, or a related field
- Strong interest in financial markets, private equity, and alternative investments
- Excellent communication and interpersonal skills
- Strong attention to detail and organizational abilities
- Analytical mindset and comfort working with data
- Ability to manage multiple priorities and work independently
- Entrepreneurial attitude and willingness to thrive in a fast-paced startup environment
- Internship experience in finance, sales, consulting, fintech, wealth management, investment management, or financial services preferred
- Familiarity with CRM platforms preferred
- Strong Excel, PowerPoint, and data management skills preferred
- Experience with LinkedIn and professional networking tools preferred
- Demonstrated leadership, initiative, or entrepreneurial experience through internships, student organizations, athletics, or extracurricular activities preferred
- Strong desire to pursue a career in financial sales and business development
- Candidates should be willing to pursue and maintain FINRA registration as part of their long-term professional development
- Tangible Markets will provide sponsorship and support for the required licensing process
Benefits
- Tangible Markets will provide sponsorship and support for the required FINRA licensing process
- Travel to conferences, roadshows, and in-person meetings as needed
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