Business Development Manager - Private Equity

Posted:
8/8/2024, 5:00:00 PM

Location(s):
San Francisco, California, United States ⋅ California, United States

Experience Level(s):
Mid Level ⋅ Senior

Field(s):
Business & Strategy

We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, inclusive culture and talent experience and our ability to be compelling to our clients. You’ll find an environment that inspires and empowers you to thrive both personally and professionally. There’s no one like you and that’s why there’s nowhere like RSM.

Business Development Manager – Private Equity

Location: San Francisco Bay Area

Job Summary: 

This individual will serve as a strategic contributor and tactical initiator for the firm’s Private Equity Business Development group. This individual will coordinate with numerous firm resources to develop and execute a market growth strategy and approach for each private equity firm assigned to them and in support of others within the firm. This role will fully understand all aspects of the firms' private equity strategy and leverage tools, support and best practices to expand the firm's relationships and wallet share within their private equity assignments. 


Job duties:

  • Conduct research of assigned private equity groups and provide analysis, synthesis and delivery of data to provide higher value information in support of the Private Equity Business Development team, Directors and Partners
  • Respond to requests from PE Business Developers and Partners for information on private equity groups in support of pursuits
  • Support research, analysis and planning for overall PE practice
  • Collaborate and support assigned current PE Business Development Directors and PE Business Development team leader on team on key accounts and initiatives
  • Interact with professional staff to collaboratively address the PE marketplace in a team orientated coordinated fashion
  • In coordination with the PE Business Development Directors, build and maintain strong sales pipelines and forecasts associated to substantiated opportunities
  • Prepare and facilitate presentations, proposals
  • Close sales, and finalize agreements with clients
  • In coordination with the PE Business Development Directors, Identify and lead a coordinated, cross functional team to pursue all aspects of the PE relationship as or in collaboration with the PE client service coordinator
  • Identify and leverage key industry and technical resources to deploy on new opportunities
  • Drive overall expansion and penetration of assigned PE clients and targets while retaining current engagements
  • Understand each PE firm's strategic plans and business strategy (industry, investment mandate, exit strategy etc.)  

Basic Qualifications:

  • Bachelor's Degree preferred, or equivalent experience
  • Minimum of 3-5+ years of research experience or demonstrated success in selling professional services
  • Prior success consultative selling for a consulting or accounting firm strongly preferred
  • Prior private equity knowledge and/or experience preferred
  • Demonstrated network of COI's (Centers of Influence) to include banking, legal and other professional services relationships that could be leveraged to identify opportunities within private equity firms
  • Demonstrated strategic thought process, experience and deployment capabilities
  • Outstanding relationship management skills and personal networking skills
  • Demonstrated strong verbal communication skills
  • Demonstrated ability to clearly communicate in writing
  • Strong presentation skills. Candidate must demonstrate ability to organize and lead a meeting with C-level executives
  • Strong organizational skills and attentiveness to detail. Candidate must be able to prioritize and multi-task in an outcome-oriented environment
  • Project management. Candidate must demonstrate ability to manage time, multi-task and meet deadlines, as well as possess strong creative problem solving and conflict resolution skills
  • Teamwork. Candidate must demonstrate experience in working as a productive member of a team
  • Tangible and demonstrated experience in formal sales process deployment and use
  • Experience leveraging a CRM tool for report generation and sales tracking
  • Travel is required (local and overnight when appropriate).

Preferred Qualifications:

  • MBA
  • Active network of private equity contacts
  • Demonstrated community involvement and activity with industry associations, civic and/or non-profit groups.
  • Exhibit exceptionally strong communication, presentation, analytical and organizational skills.
  • Experience working for Big Four or other national firms a significant plus.

At RSM, we offer a competitive benefits and compensation package for all our people. We offer flexibility in your schedule, empowering you to balance life’s demands, while also maintaining your ability to serve clients. Learn more about our total rewards at https://rsmus.com/careers/working-at-rsm/benefits.

As an Affirmative Action and Equal Opportunity Employer, all applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender (including gender identity and/or gender expression); sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law.

Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership. RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at 800-274-3978 or send us an email at [email protected].

RSM does not intend to hire entry level candidates who will require sponsorship now OR in the future (i.e. F-1 visa holders). If you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate.

RSM will consider for employment qualified applicants with arrest or conviction records in accordance with the requirements of applicable law, including but not limited to, the California Fair Chance Act, the Los Angeles Fair Chance Initiative for Hiring Ordinance, the Los Angeles County Fair Chance Ordinance for Employers, and the San Francisco Fair Chance Ordinance.

At RSM, an employee’s pay at any point in their career is intended to reflect their experiences, performance, and skills for their current role. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. As such, pay for the successful candidate(s) could fall anywhere within the stated range.

Compensation Range: $100,000 - $300,000

Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.