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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