Tuck Advisors is a M&A advisory firm that works with companies making a positive social impact, especially in education and healthcare. We focus on working with founders in the lower middle market with enterprise values from $1 to $100 million.

We are seeking a Client Development Lead, who will be a senior-level strategic partner responsible for driving the firm’s growth, particularly with regard to increasing the number of buy side clients. This is a highly entrepreneurial role for someone who wants to help us build and scale our mission and impact.

What you can expect:

By joining Tuck Advisors, you’ll be part of a small, values-driven team shaping the future of M&A in the education and healthcare sectors. This high-impact role offers autonomy, ownership, and direct collaboration with the CEO/Founder, ensuring your contributions are both visible and meaningful from day one. You'll work in a flexible, supportive environment with competitive compensation and performance-based incentives. As the business grows, so will your responsibilities, creating meaningful opportunities for long-term development.

Position responsibilities:

1. Development & Execution of Buy Side Client Strategy

Design and lead strategy to grow Tuck’s buy side client base.
Own the full lifecycle of buy-side client development, from cold outreach and qualification to relationship nurturing and conversion.

2. Management of Buy Side Work

Serve as the primary point of contact for active buy-side clients.
Oversee screening of new potential targets for existing buy side clients.
Lead weekly meetings and provide timely, concise updates to internal teams and clients to ensure alignment and coordination.
Manage a small team of MBA interns and analysts to ensure seamless delivery, skill development, and cultural alignment.
Ensure teams are utilizing the internal CRM to effectively track and measure progress throughout the buy side process.

3. Pipeline Development and Relationship Building

Proactively build and nurture a robust network of founders, operators, investors, and ecosystem players in the education and healthcare space to generate inbound and outbound opportunities.
Ensure consistent and personalized follow-ups with warm leads tracked in our internal CRM.
Leverage ongoing engagement with buy-side targets and market insights to uncover and connect with high-fit sell-side opportunities.
Work closely with marketing to amplify Tuck Advisors’ visibility through compelling content, targeted campaigns, and a strong presence at industry conferences.

Candidate Qualifications

You have 4+ years of relevant experience in business development, client relationship management, investment banking, or M&A advisory. A strong understanding of the M&A lifecycle and advisory services is ideal, but not required.
You bring an entrepreneurial spirit and are consistently enthusiastic, proactive, and self-motivated, along with a drive to approach challenges with determination, optimism, and a focus on results.
You are able to build and maintain strong, productive relationships with both existing and prospective clients.
You have the ability to manage multiple projects simultaneously, staying organized to meet deadlines and keep every engagement on track.
You demonstrate meticulous attention to detail and a strong sense of ownership, openly owning mistakes, seeking input when needed, and always aiming to improve.
You have strong business acumen, with exceptional listening, written, and verbal communication skills, and a track record of managing up, down, and across teams effectively.
You have a demonstrated ability to lead and coach junior team members.
You are aligned with Tuck Advisors' core values of empathy, excellence, accountability, and longevity. (To learn more about our ethos, please review ourculture document.)

Position Expectations

This is a full time position (~60hours/week).
You can work remotely from any US location with fast wifi and a professional setting.
Compensation is competitive and commensurate with experience and results.

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Client Development Lead