Director of Sales - B2B​/Investment Banking

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Are you a Director of Sales looking for a new role at one of the country’s top boutique investment banks? Are you a Director of Sales with a proven track record conveying complex financial strategies to C-Level Executives, Trusted Solutions Advisors, and Middle Market Clients? Are you a Director of Sales who has spent at least five years cultivating B2B relationships, across finance and professional services ecosystems?

Are you a Director of Sales who can manage extended sales cycles and drive investment banking deals valued at $30mm and greater? If so, please continue reading….

We are partnering with a well-established, 20+ year-old sell-side advisory firm that offers proven M&A and private equity alternatives to middle-market companies. In doing so, this boutique investment bank helps companies maintain independence, enhance cash flow, and create tax-advantaged shareholder liquidity events. The firm is hiring their first Director of Sales to drive growth and deepen their already nationwide presence.

As a Director of Sales, you will join an investment banking practice with unmatched ESOP transaction volume. You will play a pivotal role in generating client leads, deepening advisory relationships, and driving high-value transactions. Partnering with executive leadership and marketing teams, you will define sales strategies, execute campaigns, and cultivate relationships across multiple B2B verticals and select industry segments.

Role & Responsibilities:

• Develop & Implement Sales Strategies – Collaborate with executive leadership and marketing teams to define and execute middle-market sales lifecycle and partnership strategies.
• Build & Nurture Key Relationships – Establish and strengthen strategic relationships across business advisory networks in targeted regions and industries
• Drive Revenue Growth – Develop and execute sales strategies to generate significant revenue, targeting 5-10 deals per year, valued at $30mm and greater.
• Lead Generation & Qualification – Cultivate leads, and qualify prospects based on clearly defined value metrics.
• Facilitate High-Value Transactions – Introduce qualified contacts to on-staff transaction advisors and guide them through the deal process.
• Proactive Business Development – Conduct phone and email outreach to both cultivated lists and self-sourced prospects.
• Industry Engagement & Networking – Represent the brand at targeted industry conferences, participate in regional and national organizations, and expand the firm’s presence within key markets.
• Strategic Marketing Collaboration – Work with marketing teams to design and execute formalized outreach initiatives that drive engagement and pipeline growth.
• Cross-Functional Collaboration – Partner with internal teams to ensure seamless execution, accountability, and excellence in client engagements.
• Market Intelligence & Competitive Insights – Leverage industry data and market trends to refine sales strategies, explore new business opportunities, and maintain a competitive edge.

Skills / Experience Needed:

• 7+ years of experience selling finance, legal or professional services solutions with a strong track record of exceeding revenue targets.
• Existing relationships with financial institutions, professional services firms, law firms, and/or wealth advisors, within the west coast, southwest, and / or southeast markets
• Proven track record of driving sales and revenue growth with a focus on middle-market clients; companies with 20+ employees and $5million+ in operating profits
• Proven business development experience in building sales pipelines for Law Firms, Accounting Firms, Consulting Firms, and/or Finance-Focused Businesses.
• Ability to develop and sustain C-level (COO, CFO, CEO) relationships, navigate complex organizational structures, and drive long-term partnerships.
• Strong verbal and written…