Business Development Associate
Job Function
Business Development
Business Development
Reporting To
Chief Revenue Officer
Job Location
Cleveland, Ohio

The Business Development Associate is responsible for both assisting in and directly identifying, developing, organizing and managing current and new investor relationships primarily for the GBX Historic Investment fund but also for other strategies that align with long-term business growth strategies. This includes fostering relationships with CPA firms, law firms, investment advisors, family offices and high-income individuals. The ideal candidate will have a background in finance, real estate, investment fundraising, individual tax, tax credits, investment banking, and/or commercial banking. The Business Development Associate must have excellent communication, marketing, and persuasion skills, and possess strong business judgement. This role will work closely with other members of Business Development, Investor Relations and Marketing.

GBX Group is an innovative, entrepreneurial organization. Working with our investors, we are dedicated to the revitalization of historic real estate properties in some of the greatest cities in the US. Our culture is unique and very important to us. We challenge one another, work hard and truly enjoy how our work makes a difference to people in the communities we serve. We are looking for someone who is smart, assertive, driven, and passionate about raising capital, along with being part of a Business Development team that makes a real impact, to join GBX as a Business Development Associate.

Essential Duties and Responsibilites

Both assist and directly develop and maintain new and key investor relationships and implement company strategies for expanding the company’s investor base. Key relationships include CPA firms, law firms, investment advisors, family offices and high-income individuals.

  • Expand the company’s presence in existing markets and both assist others in Business Development and ultimately own the expansion to new markets.
  • Identify qualified leads and manage a pipeline of leads to closure – leveraging appropriate resources to support effort.
  • Maintain timely updates and accurate customer records in the company’s CRM platform.
  • Use current and new contacts to connect with potential advisors and investors in an effort to expand existing investor base.
  • Represent the company at industry conferences and events and ultimately make individual and group presentations.
  • Be willing to travel at least 30-40% of the time (between 5 – 10 days per month).
  • May be required to work outside of typical work hours including Pacific Time and on Saturdays and evenings.
Education / Experience
  • Bachelor’s degree in finance, accounting, economics, tax or marketing preferred.
  • 5+ years of experience in business development, real estate, accounting, investment banking, tax or law.
  • Preference given to those who are Licensed Wealth Manager, CPA, CFA and/or possess an advanced degree in finance, real estate accounting or tax law.
Knowledge, Skills & Abilities

 Knowledge, skills and abilities listed below are the requirements needed to be proficient in this role.

  • Demonstrate behaviors consistent with the organization’s Cultural Norms and Core Values.
  • Be assertive, creative, and adaptable to changing conditions.
  • Exceptional communication, leadership, and interpersonal skills.
  • Well-organized and hard-working with the ability to prioritize and multitask.
  • Highly motivated and able to adapt to a fast-paced work environment.
  • Must be results oriented.
  • Strong financial and analytical skills.
  • Excellent written and verbal communication skills; knowledge of accepted business language.
  • Exercise sound judgment.
  • Meet deadlines.
Computer Skills
  • Proficiency with Microsoft Office software (Word, Excel, PowerPoint, Outlook).
  • Experience with using a CRM platform and LinkedIn is preferred.
  • Ability to learn new proprietary software.
AAP/EEO Statement

GBX provides equal employment opportunity to all individuals regardless of their race, color, creed, religion, gender, age, sexual orientation, national origin, disability, veteran status, or any other characteristic protected by state, federal, or local law. GBX hires and promotes individuals solely on the basis of their qualifications for the job to be filled.

The above job description is not intended to be an all-inclusive list of duties and standards of the position. Incumbents will follow any other instructions and perform any other related duties as assigned by their supervisor.

Contact Information

For questions or to submit your qualifications, please email Chelsea, People Operations Specialist at: