Business Value Consultant in Financial Services

Location: New YorkTeam: North American Financial ServicesCompany: Gerson Lehrman Group (GLG) About GLG GLG connects professionals with industry experts for knowledge sharing and learning. The platform supports conversations, group meetings, mentorship, and expert surveys, helping clients access insights from leaders across many sectors. Role Overview The Business Development Associate will help grow revenue within a set of existing GLG accounts. This position focuses on identifying new opportunities within underused buying centers, converting prospects through targeted outreach and platform demonstrations, and working closely with business development managers to expand, cross-sell, and renew client relationships. Success in this role is measured by revenue growth, user acquisition, and increased use of GLG’s products and services. What You Will Do Prospect within assigned accounts to identify and engage new users, using high-volume outreach (calls, emails, and referrals). Advance the sales pipeline by running discovery sessions, giving tailored platform demonstrations, and presenting GLG solutions that drive more projects and spending. Partner with business development managers and client service teams to expand and renew accounts through proactive communication, user re-engagement, and identifying cross-sell opportunities. Goals and Expectations Consistently build and move the sales pipeline forward by scheduling meetings, discovery calls, and demos. Increase project volume and revenue by converting target users, expanding use cases, and reviving dormant demand. Boost engagement among active users by coaching on best practices, introducing additional GLG products, and developing repeatable engagement strategies. Explore new teams and approaches within client firms to diversify demand and grow wallet share. Support renewals by spotting retention risks early, building relationships across client organizations, and coordinating initiatives that show the value of renewal. Keep CRM records accurate to support forecasting, track opportunities, and focus on high-impact revenue activities. Drive user engagement through targeted campaigns, including events, topical outreach, and product launches that deliver measurable results.

Join ConsumerEdge as a Business Development Manager specializing in the financial services sector. In this role, you will be responsible for driving growth and expanding our market presence. You will engage with clients to understand their needs, develop strategic partnerships, and create innovative solutions that enhance our service offerings.

About UsAt Imprint, we are revolutionizing the landscape of co-branded credit cards and financial products, making them smarter, more rewarding, and fundamentally centered around our partner brands. We collaborate with esteemed companies such as Crate & Barrel, Rakuten, Booking.com, H-E-B, Fetch, and Brooks Brothers to launch innovative credit programs that enhance customer loyalty, unlock savings, and fuel business growth. Our cutting-edge platform integrates advanced payment systems, intelligent underwriting, and a seamless user experience, empowering brands to offer impactful financial solutions without the complexities of becoming a bank.Co-branded cards represent over $300 billion in annual spending in the U.S., yet many are still reliant on outdated banking systems. Imprint stands as the modern alternative: adaptable, technology-driven, and designed for the contemporary consumer. Supported by industry leaders like Kleiner Perkins, Thrive Capital, and Khosla Ventures, we are assembling a world-class team dedicated to redefining payment methods and enhancing brand growth. If you thrive in a fast-paced environment, relish tackling complex challenges, and aspire to make a meaningful impact, we invite you to join us.Position OverviewAs a Business Development Associate, you will take charge of the complete lifecycle of partnership deals within Imprint’s dynamic pipeline. This role is cross-functional, granting you direct responsibility for advancing deals from initial conversations to contract execution while establishing the infrastructure and automation necessary for the BD team to scale effectively.You will serve as the context owner and execution partner throughout Imprint's sales cycle: translating partner requirements into well-structured proposals, synthesizing insights from various teams into clear recommendations, and guarding against oversight of any crucial detail or insight throughout each stage of the deal process.This position merges hands-on deal execution with management of BD systems, partner communication, and cross-functional collaboration, forming the core of Imprint’s growth strategy.Key ResponsibilitiesMaintain comprehensive deal context and continuity for all partners throughout the sales lifecycle, from initial discovery to contract completion.Lead the execution of brand discovery, RFP responses, partner presentations, financial modeling, and compelling product vision creation with inputs from cross-functional teams.Develop and continuously enhance the foundational systems that drive Business Development, including CRM architecture, pipeline management, deal tracking, and reusable presentation materials.Work closely with Product, Marketing, and Launch Operations teams to design top-tier programs, covering overall design, value proposition, product features, go-to-market strategies, and implementation roadmaps.Engage daily with...

The Associate Partner plays a pivotal role in driving business development and overseeing the delivery of intricate global Oracle implementations.Key Responsibilities:Engagement Delivery- Achieve annual managed revenue targets set by practice leadership.- Craft integrated project management plans while managing timelines and dependencies across various initiatives.- Define project deliverables and milestones in collaboration with stakeholders.- Control project scope and ensure effective communication of status and vision to client management.- Assess project skill requirements and collaborate with resource managers to identify suitable team members.- Manage overall team performance, including evaluations and staff development.- Oversee project financial management and risk assessment.- Identify potential clients and propose tailored solutions.Sales & Business Development- Meet annual sales targets as determined by practice leadership.- Develop client-centric solutions during the sales process.- Collaborate with sales professionals to create and nurture leads.- Lead pursuit teams from qualification through closure, including contract negotiations.People & Practice Management- Act as the first-line manager for a group of Oracle E-Business Suite practitioners.- Contribute to the annual performance evaluation and compensation processes for direct reports.- Aid in staff recruitment efforts.

Siepe, a rapidly expanding technology firm headquartered in Dallas, TX, specializes in transforming complex challenges into clear solutions for investment managers. Our innovative software and data solutions empower hedge funds and financial services firms with the visibility, speed, and confidence necessary for making informed decisions more efficiently. Our platform serves as a unified source of truth, providing clients with real-time, actionable insights. We don't just serve the financial industry; we actively work to modernize it! Siepe is a profitable, privately held company experiencing rapid growth. We offer more than just competitive salaries and excellent benefits; we provide an opportunity to engage in meaningful work alongside talented and motivated colleagues in a culture that promotes curiosity, initiative, and perseverance. Regardless of your background—whether in finance, technology, or a different field—you will find significant challenges to tackle, real ownership of your projects, and the chance to advance your career with purpose.We are currently seeking a Business Development Lead for our Managed Services Provider (MSP) segment. In this role, you will collaborate closely with the Managing Director of the MSP to drive growth and sustain revenue within our IT Management Services division.

Engagement Delivery===================- Achieve annual managed revenue targets set by practice leadership.- Develop comprehensive project management strategies, overseeing deadlines and dependencies across initiatives while coordinating team activities.- Define and agree upon deliverables and milestones with stakeholders.- Control project scope and communicate status updates to client management and stakeholders.- Assess project requirements and collaborate with resource managers to integrate appropriate resources into the team.- Manage the team effectively, including regular evaluations and professional development initiatives.- Oversee project financial management and risk mitigation.- Identify potential clients and propose tailored solutions.- Refine the HCM SaaS go-to-market strategy for Financial Services Solutions (FSS).- Develop intellectual capital and tools related to HCM SaaS solutions.Sales & Business Development===========================- Meet annual sales targets set by practice leadership.- Create solutions during the sales process that align with prospective client needs.- Collaborate with other sales professionals to generate leads.- Lead pursuit teams from qualification through contract negotiation and execution.- Work with go-to-market teams to identify and qualify sales prospects.- Build and maintain strategic alliances with vendors.People/Practice Management=========================- Serve as the first-line manager for a group of Oracle Fusion and/or Workday practitioners.- Support the annual performance evaluation and compensation processes for direct reports.- Assist in the recruitment of new staff.

ABOUT XCEPTORAt Xceptor, data is the cornerstone of our operations. We are committed to delivering sophisticated data manipulation solutions. Our platform sources data from various streams, ensuring it is curated, normalized, validated, repaired, and enriched for reliable delivery. With Xceptor, our clients can trust the integrity of their data.We have established ourselves as a leader in the Financial Services sector, working closely with Business Users in Middle and Back-Office teams. Our goal is to empower users to tackle their data challenges independently, minimizing reliance on technology-led initiatives.Our mission is to empower business users within financial institutions to create automated processes that deliver trusted data.Our values are:Client CentricityOne TeamImpactfulSalary Range: $80,000 - $95,000 + Commission Your Role:As Xceptor expands its footprint within major financial institutions globally, we are seeking a Business Development Representative to enhance our growth throughout North America. This role offers a unique opportunity to deepen your understanding of financial markets, engage with leading financial institutions, and be part of a dynamic global team. What You’ll Be Doing:Key Responsibilities· Collaborate with the broader Business Development team to achieve revenue growth targets.· Lead outbound lead generation efforts as part of our growth strategy.· Consistently meet and exceed monthly goals for scheduling initial sales meetings and product demonstrations for Sales Managers.· Support Sales...

GLG is on the lookout for a dynamic and results-driven individual to join our Industrials team, dedicated to supporting a diverse portfolio of global client accounts. As a Business Development Associate (BDA), you will play a crucial role in generating and qualifying new business opportunities with key prospects and newly established accounts. Your responsibilities will include regularly presenting our capabilities to clients, utilizing our CRM system for tracking and mapping client accounts, and collaborating closely with the Business Development Manager to drive the sale of new GLG subscriptions. The BDA position within our Industrials team is fundamentally a supportive role aimed at fostering new business relationships with a variety of potential clients. Key Responsibilities: Research target accounts and contacts to pinpoint key decision-makers and their specific challenges.Engage in personalized outreach through email, cold calls, and LinkedIn to connect with prospects at key new accounts.Facilitate conversations with prospects to gain insights into their business challenges, needs, budget, authority, and timelines.Clearly articulate GLG's value proposition, emphasizing how our services can address the prospect's specific issues.Meet daily and weekly activity targets to drive performance and results. Performance metrics for the BDA will include total outreach, successful connections, relationship establishment with client contacts, overall client contract value, growth in GLG service users, and new product adoption. Collaboration with the Business Development Manager will be essential, as the team's commercial success will be a key metric for evaluation.

Morning Brew Inc. delivers business news and insights with a distinct voice, connecting with emerging business leaders who value credibility, humor, and context. The company is based in New York and continues to grow, bringing together people who care about making business content both useful and engaging. Role overview The Financial Brand Partnerships (Sales) team is looking for a Business Development Associate. This position supports senior sales staff, helps strengthen relationships with key accounts, and searches for new opportunities among financial brands. Over time, the associate will build the skills needed to manage an independent sales pipeline. What you will do Account research and mapping: Build organizational charts for target financial brands, identify decision-makers, and gather insights to inform strategy. Sales enablement: Collaborate with Account Executives to advance deals, prepare briefing documents, call notes, and follow-up materials. Training and development: Shadow calls, join discovery conversations, and work toward managing a personal pipeline. Strategic outreach: Run targeted outreach campaigns by email and LinkedIn, crafting messages that resonate with financial services professionals. Requirements 1-2 years in sales, business development, or a client-facing role Clear, effective written and verbal communication Curiosity about financial services and trends in media or marketing Strong organization, initiative, and willingness to learn Solid research and analytical skills with attention to detail Interest in building a long-term sales career Compensation $80,000 base salary plus variable pay, depending on experience. Final offers will fall within the stated range and reflect experience. The total compensation package includes additional benefits.

Join Bastion as a Business Development and Operations Associate, where you'll play a critical role in driving growth and ensuring operational excellence. In this dynamic position, you will collaborate closely with various teams to identify new business opportunities, streamline processes, and enhance our overall operational efficiency.

Join Noble People, a contemporary creative media agency renowned for crafting original, audacious, and thought-provoking media concepts for some of the world's most exciting brands.At Noble People, we redefine media with ideas that transcend the ordinary. Our focus is on communications strategy, media planning and buying, along with reporting and optimization, all while celebrating creativity and eliminating the unnecessary complexities typical of traditional media agencies. Our core values are passion, transparency, and innovation as we break free from outdated norms to make a significant impact in the media landscape.Position OverviewThe Associate Director of Business Development plays a crucial role in bolstering our daily new business initiatives. Reporting directly to the Head of Business Development, this role is essential for organizing, advancing, and strategically positioning opportunities, while enhancing the quality and consistency of our pitch materials, sales narratives, and internal processes.This hands-on position merges pipeline management, pitch execution, sales enablement, and systematized operational thinking. The ideal candidate will possess exceptional communication skills, strong organizational instincts, and the ability to distill complex concepts into clear, persuasive narratives that help convert high-value opportunities into successful client partnerships.A collaborative spirit is vital, as this role involves working with teams across Strategy, Media, Marketing, Finance, and Operations to support the frameworks and storytelling that drive Noble's growth and ensure a seamless transition from pitch to onboarding.Key Responsibilities:Pipeline and Opportunity OversightManage and oversee daily sales activities aligned with new business priorities.Track, report, and document pipeline activities across active opportunities.Assist in qualifying inbound and outbound opportunities to ensure alignment and completeness.Prepare clear briefs for all deals and ensure critical information is shared at every stage of the sales journey.Identify and communicate risks, gaps, and opportunities requiring senior management attention.Maintain disciplined pipeline hygiene and reporting visibility using tools like Pipedrive, Slack, and regular status updates.Provide insights and propose process improvements to enhance win rates and reduce inefficiencies.Pitch and Proposal ManagementLead or assist in developing pitches, managing timelines, deliverables, internal coordination, and final presentations.

About Skillz Skillz Inc. is a publicly traded mobile eSports platform based in New York, New York. The company hosts billions of casual mobile gaming tournaments each year, connecting millions of players worldwide. Skillz focuses on fostering social competition within games, helping developers build major franchises by supporting real-money gameplay and providing operational resources. The platform aims to create fair, engaging, and meaningful experiences for players. What Sets Skillz Apart Skillz brings together a team with backgrounds at companies like Apple, Amazon, Google, Microsoft, Tesla, Twitter (X), Roblox, Zynga, and more. The company values achievement and the satisfaction that comes from tackling and overcoming challenges. Employees have the chance to see their work directly influence the future of mobile gaming and eSports. Why Consider This Role The Business Development Associate in Distribution Partnerships will join a diverse and innovative group, contributing to initiatives that shape the gaming landscape. The role offers a chance to grow professionally while collaborating with talented colleagues in a company that values creativity and impact.

Join Rokt, a leading force in the ecommerce landscape, where we harness the power of AI to create real-time relevance in the moments that matter. As the world's premier ecommerce platform, Rokt connects billions of transactions and hundreds of millions of customers, earning the trust of the leading enterprises globally.At Rokt, we are a team of innovators dedicated to helping businesses discover new avenues for meeting customer demands and driving additional revenue. By leveraging our capabilities, companies can increase their revenue by 10-50%—often making their profits come from the additional products and services they offer. This competitive advantage paves the way for unprecedented growth and innovation.We prioritize clarity and transparency in career development and compensation. Our well-defined career ladder and transparent compensation structure are based on individual competencies and performance, encouraging our Rokt’stars to continuously elevate their standards.Position Overview: Business Development AssociateTarget total compensation is between $100,000 and $125,000, which includes a fixed annual salary of $75,000 to $85,000, a target commission of $20,000 to $29,000, equity plan grants, and exceptional benefits.Equity grants are made in good faith, subject to company policies, board approval, and individual eligibility.Role Responsibilities:Act as the catalyst for growth by introducing Rokt’s AI-driven ecommerce platform to new enterprises. Your mission will involve prospecting into enterprise accounts, crafting persuasive outreach, leading presentations, and guiding deals from initial conversation to successful close. With the aid of AI tools and data-driven insights, you'll identify high-value opportunities and build a robust pipeline. If you thrive on the challenge of seeking new leads and are motivated by ambitious goals, this position puts you at the forefront of Rokt’s expansion.The Business Development team is tasked with:Pipeline Development: Researching industries, mapping enterprise prospects, and utilizing AI insights to prioritize high-potential opportunities.Deal Management: Guiding deals from first contact to closing, which includes crafting outreach, leading presentations, addressing objections, and negotiating with enterprise decision-makers.Long-term Partnerships: Gaining a deep understanding of how prospects operate, demonstrating how Rokt aligns with their growth strategies, and establishing lasting partnerships.

Join Superstate as a Junior Sales Associate within our dynamic Business Development team in New York City. Under the guidance of the Head of Business Development, you will play a pivotal role in driving our growth by generating leads, responding to client inquiries, meticulously documenting interactions, managing our CRM system, preparing compelling sales materials, and collaborating closely with various teams to achieve our sales objectives.We are seeking a motivated candidate with a foundational understanding of traditional finance and crypto capital markets. You should possess a keen attention to detail, the ability to work independently, and a strong desire to excel as a sales professional in the future.

Gerson Lehrman Group (GLG) is on the lookout for a motivated, collaborative, and determined individual to join our Healthcare/Life Sciences team. This role focuses on supporting clients in the pharmaceutical, medical device, and diagnostic sectors. As a Business Development Associate (BDA), you will play a key role in identifying and qualifying new business opportunities. Your responsibilities will include presenting our capabilities to clients, utilizing our CRM system to manage client accounts, and working closely with the Business Development Manager to drive new GLG subscriptions.The Business Development Associate position is a critical support role that fosters new business development across a diverse range of prospective clients.Key Responsibilities:Conduct research on target accounts and contacts to pinpoint key decision-makers and understand their specific needs and challenges.Engage in personalized outreach through email, cold calling, and LinkedIn to connect with prospects at key new logos.Initiate conversations with prospects to gain insights into their business challenges, needs, budget, authority, and timeline.Effectively communicate GLG's value proposition, highlighting how our solutions can address the prospect’s issues.

Role overview Third Bridge Group Limited seeks a Business Development Associate to join the Private Equity team in New York. The position centers on building new client relationships and deepening existing connections within the private equity sector. What you will do Research and identify prospective clients in private equity Understand client needs and suggest relevant Third Bridge services Collaborate with senior colleagues to design and carry out business development initiatives Support efforts to expand the client base and help achieve team objectives

About Whop Whop is a financial technology company focused on building sustainable income solutions for a global audience. The platform brings together individuals and businesses, making it easy to accept payments, launch new ventures, and connect with a broad network, all in one place. Currently, Whop manages over $3 billion in annual payouts across 144 countries. The company has seen its gross transaction volume grow by roughly 25% each month. Backing comes from leading institutional investors such as Insight, Bain Capital Ventures, A*, and Peter Thiel, along with a recent strategic investment from Tether. The team includes entrepreneurs and operators with deep digital experience: more than 75% have previously started businesses, including 53 former founders and 30 who have scaled companies past $1 million in revenue. Product leaders bring backgrounds from Meta, Robinhood, and other major tech firms. Learn more at whop.com. Role Overview: Business Development Lead Whop is building financial infrastructure for the next wave of entrepreneurs. The Business Development Lead will focus on forming strategic partnerships that bring thousands of new businesses onto the platform. This position centers on sourcing new opportunities, closing deals, and making sure new merchants are fully set up to use Whop for payments, banking, and advertising. Key partnership targets include: Influencers and operators with large business networks (e.g., Codie Sanchez for SMBs, Pace Morby for real estate, Hormozi for small business owners) Venture funds and incubators such as YC, A16z, ZFellows, Insight, and Bain Private equity firms looking to boost portfolio company profitability after acquisition Businesses serving Whop’s ideal customer profile, including incorporation platforms, legal advisors, accountants, and other venture funds or incubators This role manages the full partnership lifecycle: from identifying and negotiating with potential partners, to ensuring their networks are actively using Whop. Success is measured by merchants going live on the platform, not just signed agreements. Once a partnership is established and functioning, an account manager steps in so the Business Development Lead can pursue new deals. The target is to close 2-3 significant partnerships per year, focusing on quality and impact. This position reports directly to the Head of Sales and is based in New York City. Key Responsibilities Identify and prioritize partnership opportunities that can deliver thousands of new merchants Negotiate and close agreements that support Whop’s expansion goals Take a proactive role in ensuring partnerships are implemented successfully and merchants are onboarded

Join the dynamic Business Development team at Guidepoint, where we are dedicated to broadening our outreach to both new and existing clients. Our mission is to support Guidepoint’s diverse service offerings by fostering relationships and effectively communicating how our solutions empower clients to stay informed and enhance their business strategies. We are driven to create tailored offerings that enable potential clients to maximize their partnership with Guidepoint. In this position, you will collaborate with our Institutional Sales team to explore new business avenues among public and private market investors, particularly focusing on our Insights division. Insights serves as our proprietary research branch, developed by seasoned buy-side and sell-side professionals, providing access to topical group calls and a variety of content available across our entire platform. As specialists in various sectors, our coverage is designed to cater to a wide range of institutional clients, enhancing their investment processes. This is a hybrid position based out of our New York City office.

Overview: At Guidepoint, we are dedicated to enhancing our business development efforts by forging meaningful connections with both new and existing clients. Our Business Development teams play a crucial role in promoting all of Guidepoint's services, helping clients remain informed and make strategic business decisions. We are driven to offer customized solutions that maximize the value of every client's partnership with us. We are currently looking for a talented individual to join our team as a Business Development Associate specializing in New Business within the US Consulting Group. This position reports directly to the Executive Vice President of US Consulting, focusing on establishing relationships with our target clientele, which includes leading global management consultancies, market research firms, and audit and advisory organizations. This is a hybrid position based in our New York City office.