Job Description

About the Role

This role reports to the Managing Director and head of our Sponsor Coverage Team and is critical to expanding our market share with clients and prospective clients in our New York City metropolitan market. The individual must live in New York City.

Essential Functions and Primary Duties

• Use existing relationships with deal team professionals at private equity firms, investment banking firms, and other M&A constituents to expand our firm’s client base.
• Schedule and lead in person and virtual meetings.
• Log and update all data tracking fields in SalesForce after telephonic and in person meetings.
• Log and track advancement of individual professionals along our sales cycle continuum.
• Use tools including PitchBook, LinkedIn etc. to navigate.
• Send best practice emails to probe for needs where CBIZ Private Equity Advisory can deliver solutions.
• Attend industry events as necessary to market CBIZ Private Equity Advisory and optimize brand awareness.
• Work with Marketing to follow up on specific lead generation campaigns.
• Present actionable business intelligence off fund news to properly stay top of mind and advance more individuals at more funds.
• Learn and maintain in-depth knowledge of new services, industry trends and competition.

Preferred Qualifications

• The candidate must possess current relationships with private equity firm deal team professionals in New York City
• Proficient in Microsoft Word, Excel, PowerPoint, and Salesforce.com.
• Proven ability to leverage personal and professional network.
• Proven ability to establish multi-level relationships within a single firm.
• Ability to recognize and prioritize action across multiple prospect opportunities.
• Must be a self-starter that can work independent of daily oversight.
• High level of maturity and professionalism while displaying tenacity.

Minimum Qualifications

• Bachelor’s degree required
• 7 years experience in related field
• Ability to manage deadlines, work on multiple assignments and prioritize each assignment as necessary
• Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
• Proficient use of applicable technology
• Must be able to travel based on business needs

About our Business

CBIZ, Inc. is a leading professional services advisor to middle market businesses and organizations nationwide. With unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers forward-thinking insights and actionable solutions to help clients anticipate what's next and discover new ways to accelerate growth. CBIZ has more than 10,000 team members across more than 160 locations in 21 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.

In compliance with states that have an active pay transparency law, the total compensation target for this job in this market is $200,000-$250,000. The specific compensation for this role will be determined based on the education, experience, and skill set of the individual selected for this position.

The compensation above is not representative of an employee’s total compensation. 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.

The application window is anticipated to close on or before June 30, 2025 We do encourage that you apply to this position as soon as possible.

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EQUAL OPPORTUNITY EMPLOYER

CBIZ is an equal opportunity employer and reviews applications for employment without regard to the applicant’s race, color, religion, national origin, ancestry, age, gender, gender identity, marital status, military status, veteran status, sexual orientation, disability, or medical condition or any other reason prohibited by law. If you would like more information about your EEO rights as an applicant under the law, please visit

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