[Remote] Business Development Specialist - M&A Advisory

Note: The job is a remote job and is open to candidates in USA. SAX Advisory Group, LLC is a forward-thinking multi-disciplinary accounting, tax, and advisory firm. They are seeking a Business Development Specialist to spearhead deal origination, drive new client acquisition, and expand market presence in the M&A advisory sector.

Responsibilities

• Identify, engage, and qualify prospective clients (business owners, Centers of Influences, and corporates) to generate M&A advisory mandates
• Develop a strong presence across target industries through proactive outreach, networking, and thought leadership
• Build and maintain senior-level relationships with stakeholders including entrepreneurs, and advisors (wealth management firms, law firms, accounting firms, consultants)
• Drive the firm’s outbound business development efforts—cold calling, targeted campaigns, event participation, and partnership building
• Establish and cultivate referral relationships with intermediaries, industry associations, and strategic partners
• Represent the firm at conferences, panels, and networking events to enhance visibility and credibility
• Work closely with M&A execution teams to transition prospects into mandates and ensure consistent client experience
• Track origination activities, maintain pipeline metrics, and provide regular updates on progress against business development goals

Skills

• 8+ years of experience in business development, origination, or client-facing roles within M&A advisory, investment banking, private equity, corporate development, or professional services
• Demonstrated track record of sourcing and winning mandates in the mid-market M&A space
• Exceptional network-building and deal origination capabilities
• Deep understanding of M&A processes and transaction lifecycle
• Highly entrepreneurial and self-motivated, with ability to thrive in a results-driven environment
• Strong communication, presentation, and negotiation skills
• Adept at developing trust and credibility with senior executives and business owners

Benefits

• Top Tier Health, Dental, & Vision Plans
• Flexible Spending Account (FSA) and Health Savings Accounts (HSA)
• Medical and Dependent Care
• Life and Voluntary Life Insurance
• Short and Long -Term Disability Insurance
• 401kplan with matching contribution
• Defined Contribution Plan(profit sharing)
• Customized Work Arrangements
• Floating Holidays and Volunteer PTO
• Unlimited PTO for Managers and Above
• Referral Bonus Program
• Tuition Reimbursement for Advanced Degree
• Healthy Living Reimbursement Program
• Health & Wellness App Subscription
• OnDemand access to industry leading CPE courses
• Summer Fridays at 1pm

Company Overview