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Business Intermediary Jobs (NOW HIRING)

Smoker & Company LLC

Business Broker

Lancaster, PA · On-site

$55K - $75K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Relevant certifications such as Certified Business Intermediary (CBI) or Merger & Acquisition Master Intermediary (M&AMI). * Experience with business valuation methods, valuation software, or ...

Smoker & Company LLC

Business Broker

Lancaster, PA · On-site

$55K - $75K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Relevant certifications such as Certified Business Intermediary (CBI) or Merger & Acquisition Master Intermediary (M&AMI). * Experience with business valuation methods, valuation software, or ...

Smoker & Company LLC

Business Broker

Lancaster, PA

$55K - $75K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Relevant certifications such as Certified Business Intermediary (CBI) or Merger & Acquisition Master Intermediary (M&AMI). * Experience with business valuation methods, valuation software, or ...

CFA Institute

SVP, Business Development Liquidity

San Mateo, CA · On-site

$200 - $235/hr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Support and develop the Liquidity business' intermediary relationships in the western region, including banks, MMF portals and other distribution platforms. * Cultivate relationships with industry ...

Higher Ground IHS

Fiscal Intermediary Associate

Albany, NY · On-site

$23/hr

  • Medical

  • Dental

  • Vision

  • Retirement

The Fiscal Intermediary is responsible for ensuring accurate financial management, payroll ... Associate's or Bachelor's degree in Accounting, Finance, Business Administration, Human Services ...

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Business Intermediary information

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$36.5K

$100.5K

How much do business intermediary jobs pay per year?

As of Aug 16, 2026, the average yearly pay for business intermediary in the United States is $95,027.00, according to ZipRecruiter salary data. Most workers in this role earn between $100,000.00 and $100,000.00 per year, depending on experience, location, and employer.

What is a business intermediary?

Business intermediaries are professionals who facilitate the buying and selling of businesses. They act as middlemen between business owners who want to sell their companies and potential buyers, helping to negotiate deals, value the business, and manage the transaction process. Business intermediaries may also assist with confidentiality, marketing, and due diligence to ensure a smooth and successful transfer of ownership. Their expertise is valuable in navigating the complexities of business sales and acquisitions.

What are the key skills and qualifications needed to thrive as a business intermediary?

To thrive as a Business Intermediary, you need a solid understanding of business valuation, financial analysis, and deal structuring, often supported by a degree in business, finance, or a related field. Familiarity with CRM software, financial modeling tools, and certifications like Certified Business Intermediary (CBI) are commonly required. Exceptional negotiation, relationship-building, and communication skills help set top performers apart in this role. These competencies are vital for effectively facilitating business transactions, maximizing deal value, and ensuring client satisfaction.

What are the typical challenges a business intermediary faces when managing multiple transactions simultaneously?

Business Intermediaries often juggle several deals at different stages, which can make time management and prioritization challenging. Each transaction involves coordinating with buyers, sellers, attorneys, and accountants, requiring strong organizational and communication skills. Confidentiality is also critical, so intermediaries must be adept at handling sensitive information discreetly while maintaining momentum in negotiations. Successfully navigating these challenges demands attention to detail and the ability to adapt quickly to changing circumstances.

How do you become a business intermediary?

To become a business intermediary, individuals typically gain experience in business sales, finance, or brokerage, and may pursue relevant certifications such as the Certified Business Intermediary (CBI). Strong negotiation, communication skills, and knowledge of business valuation are essential, and building a professional network can help establish credibility in the field.
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What are the most commonly searched types of Business Intermediary jobs?

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Business Intermediary jobs near you
Infographic showing various Business Intermediary job openings in the United States as of August 2026, with employment types broken down into 84% Full Time, 13% Part Time, and 3% Contract. Highlights an 90% Physical, 3% Hybrid, and 7% Remote job distribution, with an average salary of $95,027 per year, or $45.7 per hour.

Senior Associate, Strategic Accounts (Intermediary Distribution)

William Blair

Chicago, IL • On-site

Full-time

Re-posted 21 days ago

Job description

Take a lead role in supporting the Intermediary team's client relationship management and business development efforts, with a focus on complex client needs and high-priority initiatives. Support client relationship goals by providing excellent customer service in all interactions with clients and prospects, including professionalism in communication, timely response to inquiries, and proactive follow-up and follow-through. Mentor junior staff and serve as a subject matter resource for complicated or atypical requests.

Responsibilities include but may not be limited to:

  • Lead client and prospect engagement - Interact directly with clients and prospects to address complex inquiries; customize and produce reports tailored to specific audiences to best highlight the firm's investment capabilities and offerings.
  • Drive the RFP and presentation process - Take ownership of tailoring RFP responses, preparing custom presentation materials, and developing competitive analysis and background information for high-profile client and prospect meetings.
  • Manage CRM and client data integrity - Maintain comprehensive and accurate electronic records of client/prospect data in Salesforce; serve as a resource for CRM best practices and data standards within the team.
  • Oversee day-to-day communications - Manage and prioritize incoming requests for information from clients and prospects, ensuring timely, accurate, and audience-appropriate responses with a sense of urgency.
  • Partner cross-functionally - Maintain strong working relationships and coordinate with internal investment professionals, Portfolio Specialists, marketing support teams, and other internal groups to ensure seamless delivery against client and prospect needs.
  • Contribute to sales and marketing strategy - Proactively provide input into the development of marketing campaigns and contribute sales ideas to better position investment capabilities, enhance the firm's brand, and educate external audiences about offerings.
  • Maintain deep product expertise - Maintain extensive knowledge and records of all firm products and services, including investment objectives, product differentiators, fee schedules, and competitive positioning. Serve as a go-to resource for junior team members on product and platform knowledge.
  • Mentor and support junior staff - Serve as a resource and mentor to junior associates on complicated transactions, escalated inquiries, and workflow processes.
  • Additional responsibilities as requested.

Qualifications:

  • Bachelor's degree required; Finance, Accounting, or Business preferred.
  • Progress toward MBA, CFA, or advanced degree preferred.
  • 5-7 years of experience in asset management or comparable industry (investment consulting, plan sponsor, intermediary distribution, etc.) required.
  • SIE, Series 7 and Series 66 (or Series 63 and Series 65) licenses required or must be obtained within 90 days of start date.
  • Deep understanding of the investment business, intermediary distribution landscape, and the firm's products and services.
  • Highly organized with strong attention to detail; able to prioritize and manage high-profile projects under tight deadlines.

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