Business Development Director (Financial Due Diligence) - IMA Financial Group
New York City, NY
About the Job
What You'll Do
ESSENTIAL JOB RESPONSIBILITIES - Director, Business Development, is responsible for the organization of new diligence opportunities. Duties and responsibilities include but are not limited to:
- Supports and demonstrates IMA's core values.
- Values and understands the importance of diversity, equity, and inclusion among all IMA associates.
- Identify and cultivate relationships with potential clients to understand their financial diligence needs.
- Develop and execute strategies to generate leads and expand the client-base.
- Collaborate with internal teams to create tailored financial diligence proposals and presentations for clients.
- Serve as the primary point of contact for clients, addressing inquiries, and providing exceptional service throughout the engagement lifecycle.
- Maintain strong client relationships, ensuring satisfaction, and seeking opportunities for cross-selling additional services.
- Stay updated on industry trends, market developments, and competitor activities to identify new business opportunities.
- Develop strategic plans to position the company's financial diligence services competitively in the market.
- Interact professionally and timely with clients via email, phone, and in-person.
- Maintain in-depth knowledge of all products and services provided by RedRidge.
- Enter and maintain all prospective and active client data in company-directed contact management software system (SalesForce).
You Should Have
REQUIRED EXPERIENCE AND SKILLS include but are not limited to:
- Six or more years of proven experience in business development or sales within the financial services industry, specifically in financial diligence or advisory services.
- Entrepreneurial mindset with a proactive approach to identifying and pursuing opportunities.
- Excellent interpersonal, organizational, oral, and written communication skills.
- Strong ability to maintain project deadlines and focus.
- High attention to detail.
- Experience with SalesForce (preferred) and MS Office products required (specifically PowerPoint, Outlook, Word, Excel, and Teams).
- Moderate travel (25-50%).
- Bachelor's degree in finance and/or accounting (major preferred).
This Job Description is not a complete statement of all duties and responsibilities comprising this position.
#LI-RH1
The IMA Financial Group, Inc. provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, The IMA Financial Group, Inc. complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities.
Compensation & Benefits
Being a part of IMA has its benefits. When you become part of the IMA family, you become eligible to take part in our valuable benefits and rewards package designed to benefit you, your family, and your life. Our plans are cost-effective, convenient and provide progressive ways for staying healthy, protecting loved ones, pursuing financial security and living a full and balanced life. This role is eligible for the following:
Annual Performance Bonus, Stock Purchase, Medical Plans, Prescription Drugs, Dental, Vision, Family Assistance Program, FSA, HSA, Pre-Tax Parking Plan, 401(k), Life/AD&D, Accident, Critical Illness, Hospital Indemnity, Long Term Care, Short-term Disability, Long-term Disability, Business Travel Accident, Identity Theft, Paid Time Off, Flexible Work Options, Paid Holidays, Sabbatical, Gift Matching, Health Club Reimbursement, Personal and Professional Development. In addition to our robust benefits package, the final offer amounts will depend on a variety of factors, including the candidate's geographic location, prior relevant experience, and their knowledge, skills, and abilities.
Why Join IMA?
We've built a reputation for putting our associates first
What if we told you that you could be an integral part of an entrepreneurial, expanding company, develop lasting relationships, earn competitive benefits, plus claim part ownership? It's this unique ownership business model that makes working at IMA so appealing.
We work in teams. We sell in teams. We win and prosper as a team
We provide support systems and resources that enable each of our associates to focus on what they do best. And as an independent company based in the Midwest, we're big enough to write business all over the world and small enough to implement your ideas quickly.
We are recognized nationally as a leader in our industry
- 2020-2023 Business Insurance Magazine Best Places to Work in Insurance
- 2023 Inc. Magazine's Best Workplaces
- 2023 Denver Business Journal's Best Places to Work
- 2022-2023 Connecticut Top Work Places
- 2021-2023 Inc. 5000's List of Fastest Growing Companies
- 2019-2022 Civic 50 Colorado Honoree Recognizing 50 Most Community-Minded Companies
- 2022-2023 Kansas City Business Journal's Best Places to Work
- 2021-2023 Charlotte Business Journal's Best Places to Work
- 2021-2023 Los Angeles Business Journal's Best Places to Work
- 2021-2023 The Salt Lake City Tribune Top Work Places
- 2021-2022 Puget Sound Business Journal's Washington's Best Workplaces
- 2021-2022 Wichita Business Journal's Best Places to Work, #1 in extra-large category
- 2021 Dallas Business Journal's Best Places to Work
- 2021 Alaska Journal of Commerce's Best Workplaces in Alaska
This Job Description is not a complete statement of all duties and responsibilities comprising this position.
The IMA Financial Group, Inc. provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, The IMA Financial Group, Inc. complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities.
