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Seeking Recruiter or Strategic BD Partner to Source Consulting Opportunities

Overview: We are a specialized consulting firm serving investment management companies—including asset managers, portfolio teams, and distribution leaders. Our expertise spans CRM strategy, platform access, sales enablement, and business intelligence/data optimization. Our principals bring decades of executive experience in national accounts, distribution leadership, and operational strategy within the asset management space. While we are actively building long-term partnerships, we are also open to select interim or project-based consulting engagements that align with our capabilities. What We’re Looking For: We’re seeking a freelancer to help identify and surface strategic consulting or fractional opportunities. This is not a job placement request—we’re consultants looking for the right short-term projects where our expertise can deliver immediate impact. Your role would involve: Identifying project-based or interim needs at investment management firms Spotting consulting opportunities related to CRM, distribution, platform growth, or sales operations Positioning our team with the right decision-makers Acting as a strategic connector—not a high-volume outreach rep Ideal Fit: Executive recruiter, business development specialist, or industry connector Familiar with the organizational structures of investment firms (distribution, national accounts, sales, data) Experience positioning or placing consultants (not just full-time hires) Confident engaging with C-level and departmental leaders Bonus if you’ve worked in or closely with the asset management industry Next Steps: Please include a short message outlining your relevant experience, especially any work helping senior professionals secure consulting or project-based roles in financial services. This is not a request for a lead list or outsourced campaign—we’re looking for strategic insight, not volume. We value professionalism, credibility, and long-term fit.

Keyword: Sales Consultant

Price: $50.0

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