About this role
Job title: Relationship Manager - Debt Advisory
About the Role Redbridge Debt & Treasury Advisory is seeking a Business Development Executive (BDE) based in Houston to expand its U.S. Debt Advisory client base and drive sustainable revenue growth, leveraging the firm's Broker Dealer status. The BDE will convert a portfolio of target prospective clients, manage referrals, and collaborate with Product, Marketing and Lead Generation teams to develop client strategies and marketing campaigns.
What You'll Do
- Convert a portfolio of target Debt Advisory prospective clients, referrals from Payments and Cash Management sales team, and campaign-generated opportunities into revenue-generating business deals.
- Develop Debt Advisory client account strategies with Product colleagues to effectively communicate Redbridge’s value and initiate, develop, and manage relationships with key treasury and finance decision makers.
- Collaborate with Marketing and Product to create impactful marketing content and campaigns.
- Potentially develop and coach other team members.
- Build and manage a robust sales pipeline and accurate forecast to meet targets for profitable sales growth.
- Coordinate with Inside Sales and product experts to share ideas, co-market to clients and enhance opportunities.
- Represent the franchise at treasury and finance conferences, participate in industry organizations, webcasts/webinars, write articles, and contribute to Market Intelligence Group Research.
- Refer Redbridge services such as Cash Management and Payment optimization to the appropriate Cash Management and Payments sales teams.
What We're Looking For
- 7+ years selling debt advisory to CFOs/treasurers with a proven six-figure deal track record and ability to originate opportunities.
- FINRA Series 7/79/63 preferred; proficiency in Excel, PowerPoint, and Word.
- Strong sales and advisory capabilities with an entrepreneurial drive and commercial focus; existing network is a plus.
- Based in Houston or willing to operate from Houston.