Strategic Business Development Lead demonstrating Aleph’s AI - native FP&A platform to CFOs and finance teams. Leading trials, technical evaluations, and product feedback to accelerate sales.
About the role
- Business Development Analyst supporting institutional sales, CRM, and pipeline growth. Helping Tangible Markets scale technology for LPs, GPs, and wealth managers.
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 ensure accurate tracking of 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 key relationship milestones and engagement metrics
- Support the 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 the 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 prior to 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 while helping scale Tangible Markets, a fintech transforming secondary markets for LPs, GPs, and wealth managers
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
- Must be based in North America
Benefits
- Tangible Markets will provide sponsorship and support for the required licensing process
- Travel to conferences, roadshows, and in-person meetings as needed
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