Business Development Director

Who we are:

Leo Berwick is an innovative mergers and acquisitions tax advisory firm. We are comprised of experienced advisors from global Big 4 and Big Law firms that add value to transactions as trusted partners throughout the deal life cycle. At Leo Berwick, we hire the best and the brightest. Our teams deliver a dedicated and customized service to every client.

What we’re looking for:

Leo Berwick is looking for a Business Development Director to join our growing team.

You’re the right fit for this role if you are a dynamic and versatile professional seeking a multifaceted role.

• You will be responsible for supporting our business development initiatives.
• Your role will involve attending conferences, roadshows, and marketing campaigns while also sourcing, managing, and organizing leads to ensure no business opportunity is missed.
• You will work closely with our social media, branding, and leadership teams to build and maintain relationships with key stakeholders, and support upper management in maintaining seamless client communication.

Benefits & Perks

• Unlimited paid time off
• Flexible working arrangements – remote and location flexibility
• Tuition reimbursement
• Childcare subsidies
• Attractive medical, dental insurance
• Pension & retirement contributions
• Monthly fringe benefit stipend (up to $500)
• Additional benefits to support your physical and mental wellness

Responsibilities:

Business Development and Lead Management

• Source, manage, and organize leads and business development opportunities for the firm.
• Build relationships with potential clients and outside partners through regular touchpoints, emails, phone calls, and scheduling in-person meetups when our teams are in the same city.
• Expand existing client relationships through consistent value-add contact and identifying cross-selling opportunities
• Support upper management in maintaining client communication, ensuring no lead falls through the cracks.
• Innovate and improve the lead management process, bringing fresh ideas to enhance efficiency.
• Develop and maintain marketing materials needed for various client interactions
• Attend and support in-person conferences, roadshows and other marketing events.
• Provide regular updates and reports on lead management

Stakeholder Engagement

• Build and maintain relationships with key stakeholders, industry influencers, and potential clients at events.
• Develop and implement strategies to connect with event attendees and create ecosystems for on-going engagement.
• Coordinate follow-up activities post-events to maintain engagement and build long-term relationships.
• Manage key relationships with trade publications, coordinating interviews and sharing relevant Leo Berwick news for distribution
• Provide regular updates and reports on event performance, lead management, and social media metrics.

Qualifications:

• Bachelor’s degree in Marketing, Commerce, Business Administration, or a related field.
• Minimum of 8-10 years of experience in event marketing, and business development.
• Proven track record of successfully managing business leads and a sales funnel.
• Excellent project management and organizational skills, with the ability to manage multiple projects simultaneously.
• Strong communication and interpersonal skills, with the ability to build and maintain relationships.
• Proficiency in marketing tools, and CRM systems.
• Ability to travel extensively and attend on-site events.
• Self-motivated, detail-oriented, and able to work independently and collaboratively.

How to Apply:

Apply with your resume at careers@leoberwick.com

Equal Opportunity Statement

Leo Berwick provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type with regard to race, age, ancestry, color, creed, disability status (physical or mental), gender, marital status, legally-protected medical condition (including pregnancy), national origin, religion, gender identity or expression, genetic information, sexual orientation, military, protected veteran status, or any other characteristic protected by applicable federal, state, or local laws.