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Job description
Director of Sales - B2B / Investment Banking
Director of Sales - B2B / Investment Banking
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Are you a Director of Sales looking for a new role at one of the country’s top boutique investment banks? Are you a Director of Sales with a proven track record conveying complex financial strategies to C-Level Executives, Trusted Solutions Advisors, and Middle Market Clients? Are you a Director of Sales who has spent at least five years cultivating B2B relationships, across finance and professional services ecosystems? Are you a Director of Sales who can manage extended sales cycles and drive investment banking deals valued at $30mm and greater? If so, please continue reading….
We are partnering with a well-established, 20+ year-old sell-side advisory firm that offers proven M&A and private equity alternatives to middle-market companies. In doing so, this boutique investment bank helps companies maintain independence, enhance cash flow, and create tax-advantaged shareholder liquidity events. The firm is hiring their first Director of Sales to drive growth and deepen their already nationwide presence.
As a Director of Sales, you will join an investment banking practice with unmatched ESOP transaction volume. You will play a pivotal role in generating client leads, deepening advisory relationships, and driving high-value transactions. Partnering with executive leadership and marketing teams, you will define sales strategies, execute campaigns, and cultivate relationships across multiple B2B verticals and select industry segments.
Role & Responsibilities:
Develop & Implement Sales Strategies – Collaborate with executive leadership and marketing teams to define and execute middle-market sales lifecycle and partnership strategies.
Build & Nurture Key Relationships – Establish and strengthen strategic relationships across business advisory networks in targeted regions and industries
Drive Revenue Growth – Develop and execute sales strategies to generate significant revenue, targeting 5-10 deals per year, valued at $30mm and greater.
Lead Generation & Qualification – Cultivate leads, and qualify prospects based on clearly defined value metrics.
Facilitate High-Value Transactions – Introduce qualified contacts to on-staff transaction advisors and guide them through the deal process.
Proactive Business Development – Conduct phone and email outreach to both cultivated lists and self-sourced prospects.
Industry Engagement & Networking – Represent the brand at targeted industry conferences, participate in regional and national organizations, and expand the firm’s presence within key markets.
Strategic Marketing Collaboration – Work with marketing teams to design and execute formalized outreach initiatives that drive engagement and pipeline growth.
Cross-Functional Collaboration – Partner with internal teams to ensure seamless execution, accountability, and excellence in client engagements.
Market Intelligence & Competitive Insights – Leverage industry data and market trends to refine sales strategies, explore new business opportunities, and maintain a competitive edge.
Skills / Experience Needed:
7+ years of experience selling finance, legal or professional services solutions with a strong track record of exceeding revenue targets.
Existing relationships with financial institutions, professional services firms, law firms, and/or wealth advisors, within the west coast, southwest, and / or southeast markets
Proven track record of driving sales and revenue growth with a focus on middle-market clients; companies with 20+ employees and $5million+ in operating profits
Proven business development experience in building sales pipelines for Law Firms, Accounting Firms, Consulting Firms, and/or Finance-Focused Businesses.
Ability to develop and sustain C-level (COO, CFO, CEO) relationships, navigate complex organizational structures, and drive long-term partnerships.
Strong verbal and written communication, networking, and presentation abilities.
Proficiency in Excel, Google Sheets, Docs, ZoomInfo, HubSpot, and other relevant sales and CRM tools.
Ability to work independently, remotely, and collaboratively within a high-performance sales environment.
What is Being Offered:
Join one of the nation’s leading boutique Investment Banks and play a key role in shaping its growth and long-term success.
Be part of a passionate team committed to business independence, innovation, and financial empowerment.
Lead and scale middle-market sales operations for a premier ESOP Investment Bank.
Fully remote role with travel
Attractive compensation package. Base salary + significant bonus and performance incentives.
Medical, dental, and vision coverage.
Paid time off (PTO) to recharge and stay at your best.
If you’re a Director of Sales eager to drive sales and revenue growth for a leading boutique Investment Bank, please apply today!
Seniority level
Seniority level
Director
Employment type
Employment type
Full-time
Job function
Job function
Business Development, Consulting, and Finance
Industries
Financial Services, Investment Banking, and Business Consulting and Services
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Inferred from the description for this job
Medical insurance
401(k)
Vision insurance
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Worksite address
dallas, TX, 75215, US
Who can apply
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