Business Development Specialist – M&A Advisory (cpa firm) – Hybrid / Remote

CPA firm are seeking a Business Development Specialist to spearhead deal origination, drive new client acquisition, and expand our market presence. This role is dedicated to generating high-quality leads and building lasting relationships with decision-makers. This role is fully remote within the U.S. for candidates located outside the New York City area. 

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