Overview:
In this role you will drive growth by nurturing strategic relationships with prospects and guiding engagement across executive levels. You act as the primary contact to align IQ-EQ solutions with a prospect’s goals, while staying ahead of industry trends to sustain long-term client success. You’ll lead cross-functional teams to craft compelling proposals, and leverage IQ-EQ’s global network to deliver tailored, values-driven engagement. This position combines leadership, strategy and hands-on execution in a fast-paced, data-informed environment. Compensation / Benefits 4 weeks PTO (increasing over time) paid holidays 401(k) with company match medical/dental/vision/mental health benefits paid parental leave hybrid work schedule
Responsibilities:
Cultivate executive- and operations-level relationships with prospects and map their organizational goals Serve as the main point of contact for prospect relationships across C-suite and key decision-makers Monitor industry trends and competitive landscape to inform long-term client retention strategies Lead development of a prospect-specific value proposition differentiating IQ-EQ Collaborate with senior leadership and cross-functional teams to deliver bespoke client solutions Lead cross-functional proposal and presentation development to showcase IQ-EQ capabilities Coordinate with internal stakeholders to align prospect strategies and maintain CRM records
Key requirements:
10+ years in business development, client relationship management, or similar roles in financial services, private equity, or asset management Bachelor in Business Proven ability to drive strategic initiatives and close high-value deals Strong leadership and cross-functional collaboration skills Strong financial acumen including budgeting, P&L management, and financial modeling Excellent communication and presentation skills for pitching complex solutions Comfort with fast-paced, data-driven environments and results-oriented mindset leadership influence across organizational levels clear communication CRM system proficiency financial modeling data-driven decision making