Setter - Investment Banking at Ladd & Co. Setter - Investment Banking at Ladd & Co. in Lutz, Florida Posted in about 21 hours ago.

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full-time Setter / Associate, Investment Banking Ladd & Co. is a private advisory and investment firm. We advise business owners, families and private investors on selling their businesses, raising capital, buying other companies, and structuring across borders. We have nine offices and we work with people whose deals sit between $5 million and $500 million. Our marketing puts leads in front of us every week. Business owners thinking about an exit, founders looking for capital, buyers wanting to acquire. Somebody has to call them, work out whether they are real, and get them booked with a banker. That is this role. This is a phone job. You are on it most of the day, working a queue, following up, and setting calls that actually show. What you do Call leads that have already been contacted by email and , so they know who we are before you ring Work a daily queue of warm leads and keep it clean Qualify each one against our criteria: what they own, what they want, timing, and whether the numbers are in range Book the qualified ones into introduction calls with our bankers Follow up by phone, email and until they book or tell you no Send confirmations and reminders so your calls show up Chase reschedules and no-shows rather than writing them off Log every call, outcome and note on our platform so nothing gets lost Feed back what you are hearing on the phones so we can sharpen the messaging What we want Confident on the phone with business owners and people with money Previous setting or phone sales experience, ideally on higher value offers Disciplined with follow up, you chase without being told twice Reliable on volume and on time every day, this only works if you actually dial Coachable, you take the script and the feedback and run it Organised enough to keep notes and a calendar straight No finance background needed, we teach you the technical side What you get Warm leads, not cold lists Scripts, training and call reviews so you improve fast Direct access to the people closing the deals A real firm behind you, not a pitch deck Money Commission only for the first 90 days while you prove out Base plus commission after that Around $15,000 to you for every engagement that closes off a call you booked Uncapped, and your rate increases as you produce Realistically this is a role where a good setter earns well into six figures in year two, but only if you dial Hours Full time. You need overlap with US and UK business hours, so tell us where you are and what hours you can hold.