Business Development Executive, FIS

Job Locations US
Job ID
Business Development

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.


Check out our Glassdoor Reviews to hear what people are saying about employment at Wipfli! 



Business Development and Sales Execution  

  • Serve as a lead team member in growing Wipfli’s brand presence and financial services business base in the Atlanta market 
  • Serve as a primary growth and new business sales contact for Wipfli's Financial Services Practice, focusing in the Atlanta region 
  • 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 


  • 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  



  • This role will serve as a primary Senior BDR Executive over our FinTech area in the Southeast.
  • A passion for the financial services industries
  • Previous sales/business development and financial services industry experience required  
  • 10+ years of consulting and service sales experience  
  • Bachelor's degree in marketing, communications, business, or other job related major, or an equivalent level of job-related experience 
  • 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. #LI-BD1 #LI-REMOTE


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