Business Development Analyst (US Team)
WFA Digital Insight
The demand for skilled business development professionals in the fintech sector has seen significant growth, with a notable increase in remote opportunities. As the industry continues to evolve, having a strong foundation in financial sales, private markets, and CRM management is crucial. With the rise of alternative investments, professionals with these skills are in high demand, and companies like Tangible are at the forefront. Before applying, candidates should understand the fast-paced nature of the fintech industry and be prepared to thrive in an entrepreneurial environment. Tangible's commitment to innovation and growth presents a compelling opportunity for those looking to build a long-term career in institutional sales and private markets.
Job Description
About the Role
The Business Development Analyst position at Tangible is a unique opportunity for individuals to work directly with senior members of the commercial team, gaining hands-on experience in financial sales, private markets, and business development. This role is ideal for recent graduates or early-career professionals looking to build a strong foundation in institutional sales, investor relations, and private markets. The successful candidate will be based in the US and work closely with the team to scale a fast-growing fintech business.The day-to-day responsibilities of this position will involve a combination of sales, relationship-building, CRM management, market research, and conference participation. The ideal candidate will be highly motivated, naturally curious, and enjoy meeting new people, building relationships, and learning how institutional investors make decisions.
As part of the commercial team, the Business Development Analyst will have the opportunity to work with a range of clients, including institutional investors, family offices, RIAs, and alternative investment managers. This will provide a comprehensive understanding of the private markets and financial sales landscape.
What You Will Do
- Support outbound business development initiatives targeting institutional investors, wealth managers, family offices, RIAs, and alternative asset managers
- Assist with prospecting, lead generation, and sales outreach campaigns across email, LinkedIn, conferences, and other channels
- Research prospective clients and identify new business opportunities
- Coordinate and track business development activities across the sales pipeline
- Participate in client meetings, conference calls, and relationship management initiatives
- Develop and maintain relationships with key market participants
- Maintain CRM data integrity and ensure accurate tracking of client interactions and opportunities
- Manage sales workflows and pipeline progression
- Monitor lead activity and support timely follow-up processes
- Assist with pipeline reporting, forecasting, and sales performance analysis
- Track key relationship milestones and engagement metrics
- Support the creation and distribution of marketing materials and sales collateral
- Assist with LinkedIn campaigns, conference communications, and outreach initiatives
What We Are Looking For
- Bachelor's degree in Finance, Economics, Business, or a related field
- Strong interest in financial markets, private equity, and alternative investments
- Excellent communication and interpersonal skills
- Strong attention to detail and organizational abilities
- Analytical mindset and comfort working with data
- Ability to manage multiple priorities and work independently
- Entrepreneurial attitude and willingness to thrive in a fast-paced startup environment
- Proficiency in Excel
- Ability to travel to conferences, roadshows, and in-person meetings as needed
Nice to Have
- Internship experience in finance, sales, consulting, fintech, wealth management, investment management, or financial services
- Familiarity with CRM platforms
- Experience with market research and analysis
Benefits and Perks
- Opportunity to work with a fast-growing fintech business
- Collaborative and dynamic work environment
- Professional development and growth opportunities
- Access to industry-leading training and resources
- Flexible working hours and remote work arrangements
- Competitive compensation package
- Health and wellness benefits
- Generous paid time off policy
How to Stand Out
- Ensure you have a strong understanding of financial sales, private markets, and CRM management before applying
- Tailor your resume and cover letter to highlight relevant experience and skills in finance, sales, or a related field
- Prepare to discuss your experience with data analysis and market research during the interview process
- Be ready to provide examples of times when you had to build relationships with clients or colleagues in a professional setting
- Research Tangible's products and services to understand their position in the fintech industry and be prepared to discuss how you can contribute to their growth
- Consider creating a portfolio or examples of your work to demonstrate your skills and experience to the interviewer
- Don't be afraid to ask about the company culture, opportunities for growth, and what a typical day looks like in this role during the interview
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