Job Description

Job Description

Siegfried is adding Business Development professionals to its National Market Sales Team (NMST). This position offers the opportunity to be an ambitious, well‑connected Sales Professional and Leadership Advisor to financial executives at Fortune 1000 companies. The Business Development professional strives to build emotionally connected, long‑term relationships, where they act as a Leadership Advisor to clients, prospects, and referral sources to deliver utmost value, leading to the development of new business opportunities through our Strategic Networking Relationship Model.

Through an intensive Sales Leadership and Director Development Program, which includes multiple workshops, three National Meetings, and potential opportunities for shadow weeks outside of your home market, our BD professionals engage in on‑the‑job training to accelerate their career as a leader by working alongside, supporting, and learning the Siegfried Way starting day one. Clear expectations are set and will include synergistic training and coaching around our sales methodology, strategies, and processes. Topics feature but are not limited to our Strategic Service Offering, Value Proposition, Leadership Advisory, Sales Sustainability Plan, Compensation Model, Recruiting, Relationship Stages, 12 Drivers, Effective Needs Assessment, High Performance Model, Performance Assurance Review Process, and Individual Leadership.

The Business Development professional will be mentored and receive Siegfried Sales Training from their Regional Managing Director, Regional Chief of Staff, local/regional Business Development team and/or the National Sales Operations Team. Training will focus on the Siegfried Sales Strategy, with allocated time to devote to network expansion, relationship building, and business development in practice. Simultaneously, they will support a Managing Director or Director in servicing clients and securing new business daily, which will include associated logistical, organizational, and tactical responsibilities. Through mentoring, coaching, and training, the ultimate goal is to become a successful Managing Director.

Supervisory Responsibility

This position does not have any supervisory responsibilities.

Required Qualifications

• Bachelor’s degree with major or concentration in Accounting or related field
• A minimum of five years in a public accounting role
• Embrace the role and partnership, learning and sharing with others, and understanding the value of the National Market Sales Team Mentor/Mentee Program
• Passion and aptitude for developing and maintaining compelling connections
• Demonstrates tenacity to secure meetings with relevant people and become compelling and relevant in a way that brings key relationships willing to engage with you again
• Strong networker, including participation in professional and personal networking associations
• Strong intangibles aligning with our High Performance Model®
• Strong values aligned with our culture: fairness, honesty, trustworthy, respectful, flexible, strong work ethic
• Faithful courage: willingness and flexibility to do something new and a desire to learn how to engage with others in a powerful manner
• Ability to thrive in a fast‑paced, growth‑oriented environment with high energy level
• Ability to work in a collaborative, entrepreneurial environment with demanding and high‑quality expectations
• Excellent interpersonal skills, strong oral and written communication skills, and exceptional listening skills
• Team player with a strong desire to be an active, long‑term participant in the overall growth of the firm
• Entrepreneurial spirit and commitment to firm’s vision
• Self‑starter with a growth mindset
• Strong organizational skills and high follow‑through
• Ability and willingness to travel and attend in‑person trainings, firm meetings, and other meetings as needed (average 3–6 times per year after first year of intensive training, where 12+ times are required)
• Must live within the contiguous U.S.
• Must live proximal to Siegfried office
• Ability and willingness to work a minimum of 48–52 hours per week, on average
• Must be willing to attend approximately 1–2 networking, client dinner, or market events per week
• Ability and willingness to work in a Siegfried office as required for an average of four days per week in accordance with Siegfried’s policy (this requirement is subject to change at the discretion of management)

Desired Qualifications

• Experience in a client‑facing position preferred

FLSA/At‑Will Employment

• This position is an exempt position under FLSA.
• This position is and will remain at‑will in nature.

Company Overview

Siegfried is a unique career choice, and we invest deeply in our people and believe in their potential. We have an exclusive group of talented professionals who are all ambitiously committed to continuous growth, personally and professionally. Our client‑facing professionals help the best people at the best companies with their most important work and transform themselves along the way. Our operations team thoughtfully works on the business and helps grow our firm with purpose. The investment and expectations of a career at Siegfried are high, because the reward of what we offer is high. We value and acknowledge the hard work of our employees in many ways, including competitive base salaries, energizing incentive compensation plans, career enhancement opportunities, and our hallmark MY Journey® program. Additionally, we offer a comprehensive benefits package that encompasses a wide range of offerings, including robust healthcare coverage, dental and vision plans, generous paid vacation and sick time allowances, paid holidays, a 401k plan with employer match to support your financial goals, a profit‑sharing program that allows you to share in the success of our organization, and unique allowances that nurture your physical, emotional, and spiritual well‑being.

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