Sales & Business Development Manager Real Estate, Financial Analysis

Sales & Business Development Manager Real Estate, Financial Analysis & Private Wealth Strategy

Commercial Real Estate Private Wealth Management Business Consulting

Strategic Growth

Join a High-Growth Investment, Real Estate & Advisory Firm

Company: Chrysolite Investment Management Corporation (Chrysolite IMC)
Location: Lake Mary, Florida (Field-Based / Remote Hybrid)
Territory: Local, District and Regional Domestic Opportunities
Employment Type: Full-Time W-2 Employment

Schedule: Monday Friday 60-70 Per Week (Occasional Saturdays as Required)

Additional flexibility may be required based on:
• Leadership responsibilities
• Client meetings
• Strategic planning sessions
• Networking events
• Business travel
• Revenue growth initiatives

Compensation: Competitive Base Salary + Uncapped Commission + Performance Bonuses + Leadership Advancement Opportunities

Position Overview

Chrysolite Investment Management Corporation is seeking a highly motivated and results-driven Sales & Business Development Manager Real Estate, Financial Analysis & Private Wealth Strategy to identify new business opportunities, build strategic relationships, expand market presence, and support revenue growth initiatives. The Sales & Business Development Manager Real Estate, Financial Analysis & Private Wealth Strategy roles will be Assigned to focus on a specific targeted industry account.

This leadership-oriented role combines outside business development, strategic sales, real estate investment analysis, private wealth strategy consulting support, and CRM management.

The ideal candidate possesses strong prospecting skills, business acumen, relationship-building capabilities, and a passion for helping business owners, investors, executives, and entrepreneurs achieve growth objectives.

Position Activity Allocation

(60% - 70%) Outside Field Prospect Development & Business Development
• Face-to-face prospecting onsite appointments with business owners and executives.
• Commercial property visits and market development.
• Networking and relationship building.
• Referral partner development.
• Strategic alliance formation.
• Outside cold calling and appointment setting.
• Business-to-business lead generation.
• Community and industry event participation.

(10% - 20%) Real Estate Financial Analysis & Revenue Strategy

• Real estate market research.
• Property investment opportunity analysis.
• Revenue growth strategy support.
• Financial performance reviews.
• Market trend analysis.
• Investment presentation support.
• Strategic planning assistance.

(10% - 30%) B2B Phone Prospecting

• Outbound business development calls.
• Appointment scheduling.
• Lead qualification.
• Prospect nurturing.
• Executive meeting coordination.
• Follow-up communications.

(10% - 20%) CRM & Business Database Development

• CRM management and reporting.
• Pipeline development.
• Lead tracking and analytics.
• Database building and maintenance.
• Sales activity reporting.
• Marketing list development.

Primary Responsibilities

Business Development & Sales Leadership

• Develop and execute strategic business development initiatives.
• Identify and pursue new business opportunities.
• Establish relationships with business owners, investors, developers, executives, and decision-makers.
• Generate qualified appointments for executive leadership.
• Develop referral networks and strategic partnerships.
• Represent the company at networking events, trade associations, and industry functions.
• Create and implement territory growth strategies.
• Assist in expanding the company's market presence.

Real Estate Investment & Financial Analysis

• Assist in evaluating commercial and residential real estate opportunities.
• Conduct market research and demographic analysis.
• Review investment data and revenue projections.
• Analyze business and investment growth opportunities.
• Support preparation of executive presentations and reports.
• Assist with strategic planning initiatives.

Private Wealth Strategy Support

• Support executive leadership in identifying wealth-building opportunities for clients.
• Assist with client discovery preparation.
• Coordinate client meetings and presentations.
• Research business growth and investment strategies.
• Help prepare educational materials and presentations.

Note: This role supports strategic planning and business development activities and does not provide individualized investment advice unless separately licensed and authorized.

Client Relationship Management

• Build and maintain long-term client relationships.
• Conduct follow-up meetings and communications.
• Identify additional client service opportunities.
• Coordinate client onboarding support.
• Maintain professional client interactions.

CRM & Database Development

• Maintain accurate prospect and client records.
• Track business development activities.
• Manage sales pipeline reporting.
• Create and update business databases.
• Generate management reports and dashboards.
• Ensure CRM compliance and data integrity.

Qualifications
Required
• Bachelor's Degree in Business, Finance, Real Estate, Marketing, Economics, Communications, or related field, or equivalent professional experience.

• Minimum 3+ years of experience in:
o Business Development
o Sales Management
o Commercial Real Estate
o Financial Services
o Consulting
o Wealth Management Support
• Valid Driver's License and reliable transportation.
• Ability to travel throughout assigned territory.
• Strong Microsoft Office skills (Word, Excel, PowerPoint).

Preferred Qualifications

• Commercial Real Estate experience.
• Business Consulting experience.
• Financial Analysis experience.
• Private Wealth Management industry experience.
• CRM experience (Salesforce, HubSpot, Zoho, etc.).
• Existing professional business network.
• Experience managing sales pipelines and business development programs.

Desired Skills

Sales & Business Development

• Prospecting
• Cold Calling
• Lead Generation
• Networking
• Relationship Building
• Territory Development
• Strategic Partnerships
• Appointment Setting
• Consultative Selling

Financial & Analytical

• Market Research
• Revenue Analysis
• Financial Analysis
• Investment Research
• Strategic Planning
• Data Interpretation

Technology

• Dedicated Mobile Phone for Work
• Computer Laptop & Tablet Power Point Presentation
• CRM Software
• Microsoft Excel
• Microsoft PowerPoint
• Business Reporting
• Database Management

Key Performance Indicators (KPIs)

Performance may be measured by:

Business Development

• New business opportunities identified
• Qualified appointments generated
• Strategic partnerships established
• Referral relationships developed
• Prospect meetings conducted

Sales Activity

• Outside field prospecting activity
• B2B outreach activity
• Pipeline growth
• Revenue contribution
• Client retention

CRM Management

• Database growth
• CRM accuracy
• Follow-up completion
• Activity reporting

Compensation & Benefits

Eligible candidates may receive:

Compensation
• $71,500 $153,600 Salary Base Compensation Opportunities (depending on experience and role structure) Total Compensation $300,000 - $705,215 OTE includes base salary plus expected commissions/bonuses this sales role.
• Uncapped commission
• Monthly, quarterly and annual performance bonuses
Benefits
• Medical Insurance
• Dental Insurance
• Vision Insurance
• Paid Time Off (PTO)
• Paid Holidays
• Leadership Development Programs
• Professional Training
• Career Advancement Opportunities
• Mileage Reimbursement
• Remote/Hybrid Flexibility

Career Growth Opportunities

Successful candidates may advance into:

• Senior Business Development Manager
• Director of Business Development
• Director of Sales
• Regional Sales Director
• Vice President of Business Development
• Executive Leadership Positions

Why Join Chrysolite IMC?

At Chrysolite Investment Management Corporation, we believe in developing leaders, rewarding performance, and creating long-term career opportunities.
This role provides exposure to:

• Commercial & Residential Real Estate Investment
• Private Wealth Management Strategies
• Business Consulting & Advisory Services
• Strategic Business Development
• Executive-Level Client Relationships

If you are a highly motivated professional who enjoys prospecting, relationship-building, strategic thinking, and helping businesses grow, we encourage you to apply.

How To Apply

Please submit:

• Resume
• Portfolio should be limited to 2 3 key projects and no more than 20 25 pages
• Cover Letter with salary requirements
• Contact Information

Send Applications To:

Company Information

Chrysolite Investment Management Corporation
(407) 499-1614

Equal Employment Opportunity

Chrysolite Investment Management Corporation is committed to providing equal employment opportunities to all qualified applicants and employees. Employment decisions are based on qualifications, experience, merit, and business needs in accordance with applicable laws and regulations.