Business Development Specialist

ABOUT CREOVALO

CreoValo provides financial advisors and business owners access to a vast, carefully cultivated network of investment banking professionals. When an advisor's client is preparing to exit or has capital needs, CreoValo facilitates tailored introductions between that client and the right investment bankers for their unique situation.

For financial advisors, this means delivering a higher level of service at a critical moment in their client's financial life. For business owners, it means walking into conversations with bankers who are more likely to be an ideal fit.

THE ROLE

As a Business Development Representative, you'll be the first point of contact for financial advisors exploring a relationship with CreoValo. You'll identify, engage, and qualify financial advisors whose client base includes business owners that may be approaching an exit or capital need — then hand off warm, well-qualified opportunities to a managing director.

This is a high-trust, relationship-oriented role.

WHAT YOU WILL DO

• Prospect and outreach to registered investment advisors, wealth managers, and independent broker-dealers whose client books include business owners

• Educate advisors on CreoValo's model — how tailored investment banker introductions complement their advisory practice and deepen client relationships

• Qualify opportunities and advisors by understanding their client profile, deal readiness, and transaction type (M&A exit, recapitalization, growth equity, etc.)

• Maintain accurate CRM records and pipeline reporting; track outreach cadences and conversion metrics

• Collaborate with the senior team to refine messaging, surface objections, and improve the advisor onboarding experience

• Collaborate with internal teams to refine targeted outreach efforts utilizing CRM and pipeline metrics

WHAT WE'RE LOOKING FOR

• 1–3 years of experience in financial services sales, wealth management, investment banking, or a related field is preferred

• Familiarity with the role of a financial advisor, independent broker-dealer structures, and the financial services industry

• Consultative communication style — you can translate complex financial concepts into clear, compelling advisor conversations

• Demonstrated ability to build trust quickly with professionals in a high-stakes environment

• Self-starter with strong organizational skills and comfort managing a multi-touch outbound pipeline

• Proficiency with CRM tools (Salesforce, HubSpot, or equivalent)