Business Development Associate

We are seeking a Business Development Associate to work with the Business Development team.

This role involves direct outreach to source and execute the acquisition of CPA/accounting firms,

wealth management firms, complementary companies, and financial advisors.

Key responsibilities include:

Assisting in the sourcing of recruiting financial advisors from external broker dealers.

Assisting in the sourcing of and execution of acquiring CPA / accounting firms.

Assisting in the sourcing of and execution of acquiring wealth management firms for Kuttin

Wealth Management.

Assisting in the sourcing of and execution of acquiring companies for the Kuttin Family Office.

Primary activities include:

• Thematic review of industries to help identify attractive investment areas

• Pipeline cultivation and creation

• Emailing targets

• Cold calling

• Relationship management with targets

• Diligence work, including but not limited to, modeling, legal documents, etc

Who is the ideal candidate?

The ideal candidate will enjoy working in a team environment and will possess the following:

• College degree or higher

• High level of interpersonal skills

• Entrepreneurial perspective and desire to grow the business

• Positive attitude and sincere willingness to constantly learn and grow

What We Offer:

• Competitive compensation

• Health Benefits, 401(k) Retirement Plan with Employer Match, Paid Holidays, Paid

Vacation

• Named by InvestmentNews as a 2021 Best Places to Work!

Tagged as: Pipeline Management