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Senior Advisor - Business Developer

Treliant LLC, is a management consulting firm that provides financial services companies and consumer-oriented businesses with trusted advisory services that strengthen compliance, risk management, and business performance. As a firm of leading professionals from industry and government, we assist our clients in navigating changing regulatory agencies and policies while meeting strategic and operational objectives.

We focus on the industry’s most pressing concerns, including consumer compliance, global financial crimes, mortgage operations, financial markets conduct, fair and responsible banking, litigation support, forensics, wealth management compliance, and cybersecurity. We serve companies from Main Street to Wall Street and across the globe. Our firm continues to grow in the service of our clients, with headquarters in Washington, DC and an office in New York.  For more information, visit www.treliant.com.

Treliant LLC is seeking a Senior Advisor - Business Developer to join its growing team in Washington, DC and New York, NY. The Senior Advisor - Business Developer is responsible for management and support of the company’s sales, and business development activities. They will work closely with Treliant leaders to grow, manage and enhance new and existing client relationships. The ideal candidate will provide responsive, collaborative and effective sales and client support, delivering sales support, regular reporting and insightful analysis on the company’s business development pipeline.

The Senior Advisor - Business Developer works closely with Treliant executives and client delivery teams to develop sales strategies, client briefing documents and related support that is critical to growing the company’s sales pipeline.  The ideal candidate is results-driven, motivated, creative, insightful and a collegial business partner who enjoys client interaction. The candidate will have strong written and verbal communication skills, presentation skills, the ability to prioritize and react quickly to business opportunities – all with an attention to detail and a strong focus on the client.

Responsibilities: 

  • Identify, qualify and win executable business by applying expertise across the business development life cycle, from opportunity identification through shaping and capture to proposal and contract start-up.
  • Drive market-based competitive intelligence, market assessments, client assessments, and strategic planning efforts in support of expanding current and future markets.
  • Partner with senior leadership in the creation and delivery of proposals / presentations for new and existing clients.
  • Team with Treliant leadership in sales presentations and conduct face-to-face meetings with potential prospects and existing clients.  
  • Negotiate and participate in pricing strategy to make Treliant competitive.
  • Review and prepare compelling client RFPs which will differentiate Treliant, having qualified and carefully researched the opportunity and its potential.
  • Work with local office service line leaders to maximize cross-selling opportunities.
  • In partnership with Marketing, execute events and other outreach campaigns in order to identify and engage targets; building Treliant brand in the marketplace.
  • Manage key stakeholder relationships; keeping business leadership informed, and engage in advancing acquisition best practices.
  • Implement the use of best practice sales methodologies, tools and approaches.
  • Utilize the company’s Client Relationship Management (CRM) system, continuously finding ways to leverage its capabilities to support sales and business development efforts.

Qualifications: 

  • Minimum of ten years of business development experience with professional service firms (mid-tier, boutique, or Big 4).   
  • Previous financial service consulting experience is a plus.  
  • Bachelor’s degree in Finance, Business, Economics, Accounting with a Master’s degree as a plus. 
  • Proven business development track record; meeting both revenue targets and pipeline generation goals. Business development experience through the entire cycle through contract award.
  • Experience with corporate-level CRM systems, and other related databases.  
  • Excellent verbal and written communication skills.
  • Ability to present and convey information that influences others and drives action.
  • Creative problem-solving ability and a collaborative, consultancy mindset.
  • Willingness to travel a minimum of 50%. 

If you want to be part of a dynamic team of professionals join Treliant.  We invest in people, and challenge you to advance your career while achieving your aspirations and goals.  Here at Treliant, we pride ourselves on our collaborative team culture, where we embrace diversity of thought and innovation.  If you strive for excellence and seek an inclusive environment apply on line www.treliant.com and follow us on LinkedIn. 

Treliant LLC is an Equal Opportunity Employer and does not discriminate on the basis of race, color, national origin, sex, sexual orientation, genetic information, religion, age, disability, or military status in employment or provision of services. When contacted for an interview, an applicant who requires special accommodations due to a disability should notify the office so that proper arrangements can be made.