Part-Time Head of Business Development & Marketing Investment Bank

Job Title: Part-Time Head of Business Development & Marketing for Growing Investment Bank

Location: Headquarters in Southport, CT / Remote

Job Type: Part-Time, Hybrid (20 hours/week)

The firm is a middle‑market investment bank specializing in sell‑side M&A advisory services exclusively for family‑owned and founder‑led businesses pursuing their once‑in‑a‑lifetime transaction. They work with leading companies in unique and niche markets leveraging industry expertise in manufacturing, consumer products, food and beverage, business services and HVAC. They are dedicated to delivering results that exceed expectations for clients through a highly tailored and relationship‑driven approach.

We are seeking a strategic, results‑driven Part‑Time Head of
Business Development & Marketing to spearhead the firm's growth and market presence. In this hybrid role, you will identify high‑potential prospects, nurture client relationships, and elevate our client's market visibility. This is a highly visible, strategic role perfect for an ambitious professional looking for flexibility.

• Identify and qualify actionable sales leads, mainly family‑held or founder‑led businesses potentially looking to sell their businesses in the following industries: manufacturing, food and beverage, HVAC, consumer products and specialized services.
• Develop and manage a robust pipeline of potential clients in the firm's CRM system at all stages, including cold reach‑outs, meet‑up invitations, and follow‑ups.
• Identify and manage quality referral relationships in the professional services advising family business owners (lawyers, accountants and wealth managers).
• Create metrics, coordinate and hold Managing Directors accountable for personal outreach campaigns, introductory meetings, and pitch calls.

• Oversee and review the refresh and updated design templates for pitch books, quarterly newsletters, and client outreach communications.
• Assist in managing the firm’s corporate Linked In profile with regular posts and updated materials and messaging.

• Identify relevant industry or trade conferences and coordinate sponsor ships, attendance, and/or speaking engagements for the MDs.
• Research, plan and execute attendance, speaking engagements, leadership opportunities, and formal or casual meetings at targeted conferences, networking events, webinars, and roadshows, and design follow‑up metrics and plans for the MDs.
• Support conference and event preparation, including speaker materials and meeting logistics.

• Coordinate calendars related to business development and marketing activities.
• Schedule and manage internal and external meetings, including video and conference calls.
• Provide ad hoc support for business development and marketing initiatives as needed.

• Bachelor’s degree in Business, Marketing, Finance, or a related field.
• Experience supporting business development activities with clients and/or referral partners (e.g., accounting, legal, or advisory professionals)
• 5+ years of B2B business development or marketing experience, preferably in investment banking or financial services.
• Proven track record of generating leads and supporting deal origination, preferably within manufacturing, food and beverage, HVAC, consumer and specialized services.
• Proficiency with CRM management
• Proficiency with design/marketing tools (e.g., Canva, Adobe Creative Suite, Mailchimp).
• Exceptional written and verbal communication skills; ability to distill complex financial concepts into compelling marketing narratives.

• Compensation: $60,000 to $75,000 per year plus bonus, no benefits.
• Flexibility: Approximately 20 hours per week with a hybrid work environment. Days and hours may be arranged in coordination with leadership, provided business needs and key deadlines are met.
• Growth: This role will grow to a full time role as the firm grows. Opportunity to work directly with senior leadership and gain exposure to high‑stakes corporate finance transactions.

The firm is an equal opportunity employer committed to building a diverse and inclusive workplace. They welcome applicants of all backgrounds and experiences and believe that diverse perspectives strengthen their team and enhance the outcomes they deliver to their clients.