Wipfli
We are curious, inventive, perceptive and approachable. We push beyond the obvious answers to find smarter solutions.
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Business Development Executive (Financial)

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Employer Provided Salary: $95,000-$161,000 Annually
Salary data is provided by the employer. Please note this is not a guarantee of compensation.

At Wipfli, people count
Our people are core to everything we do - the catalyst behind our ability to create exceptional impact and extraordinary results.
We believe in flexibility. We focus on relationships. We encourage each individual to follow their own path. And we seek feedback openly, from all.
People matter here and they feel it.
And we value curiosity. Curious is more than a personality trait. It's a way of thinking. Of learning. Of working.
There's purpose in this wonder. It makes us better. It makes us Wipfli.
If you want to be in an environment where you can make a difference - and make a professional home - Wipfli is the place for you.
Responsibilities:
Business Development and Sales Execution

  • Serve as a lead team member in growing Wipfli's brand presence and financial services business base in the Northeast US region
  • Serve as a primary growth and new business sales contact for Wipfli's Financial Services Practice with a concentration in financial institutions
  • Create awareness and build relationships with key accounts and Relationship Executives in Wipfli's Financial Services Practice
  • Represent the full breadth of service offerings within Financial Services core areas of audit, tax, tech consulting and organizational performance
  • Develop leads through external referral sources, associations and networking groups
  • Manage multiple, complex pursuits and coordinate a collaborative sales effort with subject matter experts and consultants through the entire sales lifecycle
  • Participate in trade shows and regional industry events
  • Assist with preparing and presenting the value proposition
  • Support direct marketing campaigns and programs - follow up on marketing qualified leads to further nurture those leads and turn them into sales opportunities


Planning

  • Understand the targeted market segment needs, industry issues, competitive threats and our service offerings
  • Build a strong working relationship with leaders within Wipfli's Financial Services Industry


Qualifications:

  • 10+ years of consulting and service sales experience
  • A passion for the financial services industries
  • Previous sales/business development and financial services industry experience required
  • Familiarity with selling intangibles and value-added services
  • The ability to craft and execute strategic and tactical plans to close projects and demonstrated success in developing new client relationships
  • High integrity - honors commitments
  • Ability to manage and sell on social platforms
  • Solid executive presence and business acumen
  • Ability to influence decision-makers at the highest levels in client organizations
  • Able to close business with a win/win negotiating style


Wipfli is an equal opportunity/affirmative action employer. All candidates will receive consideration for employment without regards to race, creed, color, religion, national origin, sex, age, marital status, sexual orientation, gender identify, citizenship status, veteran status, disability, or any other characteristics protected by federal, state, or local laws.
Wipfli is committed to providing reasonable accommodations for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or participate in our recruiting process, please send us an email at [email protected].
Wipfli supports equal pay for equal work and values each candidate's unique experiences and skill sets. The estimated pay range for this position is: $95,000 to $161,000. Compensation within the range is determined by a variety of factors including, but not limited to, location, individuals' skills, experience, training, licensure and certifications, business needs and applicable employment laws.
Individuals may also be eligible for a variable incentive plan, subject to participation rules and based on a variety of factors including, but not limited to individual and Firm performance.
Wipfli cares about our associates and offers a variety of benefits to support their well-being. Highlights include 8 health plan options (both HMO & PPO plans), dental and vision coverage, opportunity to enroll in HSA with potential Firm contribution and an Employee Assistance Program. Other benefits include firm-sponsored basic life and short and long-term disability coverage, a 401(k) savings plan & profit share as well as Firm matching contribution, well-being incentive, education & certification assistance, flexible time off, family care leave, parental leave, family formation benefits, cell phone reimbursement, and travel rewards. Voluntary benefit offerings include critical illness & accident insurance, hospital indemnity insurance, legal, long-term care, pet insurance, ID theft protection, and supplemental life/AD&D. Eligibility for all benefits programs is dependent on annual hours expectation, position status/level and location. Wipfli offers flexibility for many positions to be performed remotely; please discuss your work preferences with your recruiter during the interview process.
#LI-REMOTE #LI-BD1

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What are Wipfli Perks + Benefits

Wipfli Benefits Overview

At Wipfli, curious is our approach to the world. We push beyond the obvious answers to find smarter solutions for clients and look at business challenges from every angle. People matter here, and they feel it. We invest in your career development through tuition reimbursement, external training support, LinkedIn Learning access and our internal online learning center and leadership training.

We also back up our mission to provide a strong work-life balance with great benefits, UTO, wellness benefits and programs to encourage a healthy lifestyle.

Culture
Volunteer in local community
We are committed to helping our communities and support time off for associates to volunteer. On average, they volunteer a combined 15,000+ hours each year.
Partners with nonprofits
The Wipfli Foundation supports education programs that support furthering diverse representation in our industry.
Open door policy
OKR operational model
Team based strategic planning
Open office floor plan
Employee resource groups
Hybrid work model
Flexible work schedule
Remote work program
Diversity
Dedicated diversity and inclusion staff
Mandated unconscious bias training
All associates are required to attend unconscious bias training.
Diversity employee resource groups
This year, we launched three business resource groups (Women of Wipfli, Wipfli Pride and Embrace ) to give voice to and elevate issues inside our firm for diverse groups. And we plan to add more.
Hiring practices that promote diversity
Health Insurance & Wellness Benefits
Flexible Spending Account (FSA)
Disability insurance
Dental insurance
Vision insurance
Health insurance
Life insurance
Pet insurance
Wellness programs
Mental health benefits
Transgender health care benefits
Financial & Retirement
401(K)
401(K) matching
Performance bonus
Charitable contribution matching
Child Care & Parental Leave Benefits
Generous parental leave
Family medical leave
Adoption Assistance
Company sponsored family events
Fertility benefits
Including surrogacy
Vacation & Time Off Benefits
Unlimited vacation policy
Paid volunteer time
We are committed to helping our communities and support time off for associates to volunteer. On average, they volunteer a combined 15,000+ hours each year.
Sabbatical
Paid holidays
Punchkick observes all major holidays and supports observation of all religious holidays.
Paid sick days
Office Perks
Commuter benefits
Company-sponsored outings
Free snacks and drinks
Some meals provided
Company-sponsored happy hours
Pet friendly
Fitness stipend
Onsite gym
Professional Development Benefits
Job training & conferences
Tuition reimbursement
Lunch and learns
Promote from within
Mentorship program
Continuing education stipend
Continuing education available during work hours
Online course subscriptions available
Customized development tracks
Paid industry certifications

Additional Perks + Benefits

Our culture is steeped in values focused on our associates and it drives the benefits we offer

• Empower: We give our people the opportunities and resources to find, follow and grow to achieve their dream career.

• Connected: We value everyone’s individual strengths, and we cultivate a culture where relationships thrive.

• Impact: Our passion for excellence drives us to get results through our expertise, experience and teamwork.

• Transparency: We welcome candor so all voices and perspectives come together to solve problems and serve clients.

• Flexibility: We give people the freedom to shift their career paths and achieve work-life balance, which creates happier and more productive teams.

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