Investment Advisory Business Development Manager Jobs

We are currently seeking a Business Development Manager to support our Tampa Bay, Florida offices (Tampa and St. Petersburg), with a focus on driving growth across the Southeast Region. This role is deeply but not exclusively aligned with our Accounting and Tax Practice, targeting middle-market businesses and larger enterprises across various industries, including the Consumer & Industrial Products, Real Estate, and Construction, and other high-growth sectors.

As a Business Development Manager, your primary responsibility will be to generate new business opportunities for CBIZ by engaging with key decision-makers, including CEOs, CFOs, CROs, CAEs, CCOs, CISOs, CTOs, and other financial leaders, to understand their needs and future plans. Your goal will be to identify opportunities for CBIZ to deliver comprehensive financial services, including accounting, tax, and advisory solutions, tailored to the unique challenges of the Tampa Bay market and broader Southeast Region.

To excel in this role, you will continually identify and qualify new sales opportunities by building trusted relationships, maximizing enterprise sales programs and campaigns, and leveraging content-driven digital programming. You will collaborate with Client Service Teams to develop and execute sales campaigns tailored to the specific industries and markets. Your expertise in the targeted industries will allow you to understand the unique challenges and opportunities that clients face, enabling you to present tailored solutions and highlight the value proposition of CBIZ.

• Prospect and build relationships with middle-market businesses and larger enterprises across various industries, with a strong focus on construction, real estate, and manufacturing & distribution.
• Skillfully contact CEOs, CFOs, CROs, CAEs, CCOs, CISOs CTOs, Internal Audit Directors/Managers and other key financial leaders to understand their needs, future plans, and desire for change.
• Continually identify and qualify new sales opportunities by building trusted relationships and maximizing enterprise sales programs, campaigns, and content-driven digital programming.
• Partner with Client Service Teams and Marketing Team to develop and execute sales campaigns specific to the targeted industries and markets.
• Meet the challenge of generating leads and winning new business in dynamic and sophisticated organizations that require a full range of CBIZ solutions.
• Conduct a minimum of 20 sales appointments per month using various communication methods, including in-person meetings, video conferences, and phone calls.
• Work closely with Client Service colleagues to lead a team sales approach that listens and responds to prospect needs, highlights the CBIZ value proposition, and demonstrates a compelling win strategy.
• Responsible for crafting an annual sales plan and achieving annual sales goals agreed upon with Business Development Leadership.
• Plan and report on sales activity using Salesforce CRM enterprise application.
• Play a role in delivering business development skills training to client service colleagues and other emerging professionals.
• Report to the Regional Director of Business Development while maintaining strong relationships with internal stakeholders,including Senior Managing Directors, Managing Directors, Practice Leaders, and Marketing and Operations Professionals.
• Perform other duties as assigned.
• Opportunity to sell a broader range of services beyond traditional CPA services, including benefits and insurance solutions, executive search and compensation services, retirement planning strategies, and payroll solutions.
• Supported by the latest technologies and digital tools designed to maximize your impact, such as CBIZ Solutions App, Salesforce CRM, Pardot lead scoring, ZoomInfo, DemandBase and Microsoft Teams.
• Competitive salary and progressive incentive compensation plan with no cap, offering unlimited earning potential.
• You will be an essential part of a nationwide business development team that directly impacts CBIZ performance and revenue growth, with opportunities for skill training, professional growth, and leadership opportunities.

• The successful candidate will have a Bachelor's degree in business administration or accounting
• Proven sales ability represented by a minimum of three years of direct sales experience
• Possess industry knowledge
• Excellent verbal and written communication skills plus presentation skills
• Ability to manage time effectively and to multi-task

CBIZ, Inc. (NYSE: CBZ) is a leading professional services advisor to middle-market businesses nationwide. With industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers actionable insights to help clients anticipate what is next and discover new ways toaccelerate growth. CBIZ has more than 9,500 team members across 23 major markets coast to coast.

CBIZ strives to be our team members' employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers.

Together, CBIZ and CBIZ CPAs are ranked as one of the top providers of accounting services in the United States. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services. In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C.

At this time, CBIZ is not engaging with applicants who require sponsorship.

The specific compensation for this role will be determined based on the education, experience, geographical location, and skill set of the individual selected for this position. Beyond income, you have access to: comprehensive medical and dental insurance, retirement savings, life and disability insurance, health care and dependent care reimbursement accounts, certification incentives, education assistance, referral program and much more.

This posting will remain open for a minimum of three days and may close at any time thereafter.

CBIZ does not accept unsolicited resumes from recruiters or agencies. Any staffing/employment agency, person or entity that submits an unsolicited resume to this site does so with the understanding that the applicant's resume will become the property of CBIZ. CBIZ will have the right to hire that applicant at its discretion and without any fee owed to submitting staffing/employment agency, person or entity.

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