Director of Business Development
About the Company
Founded in the late 2010s, this organization is focused on helping financial advisors move beyond traditional advisory services toward more comprehensive client solutions. The firm partners primarily with independent wealth management businesses, offering access to financial products that are typically difficult to source, delivered through modern, scalable technology.
The platform supports a large and growing network of advisory firms representing significant assets under management, with capabilities spanning insurance-based solutions, cash management, and an upcoming lending offering. The business operates out of New York City as part of a larger financial services parent organization, while maintaining autonomy in its day-to-day operations.
About You
You have a strong interest in the intersection of finance, technology, and client-facing commercial roles, and are looking to join a high-growth, collaborative sales environment. You are a clear and confident communicator with the ability to build credibility quickly and develop lasting relationships.
Highly organized and proactive, you are comfortable managing multiple priorities simultaneously and know how to focus on the highest-impact activities. You bring a self-starting mentality, learn quickly, and execute with pace, while also contributing effectively within a team-based culture.
You are motivated by the opportunity to join an evolving fintech platform, where you can both expand relationships with existing clients and develop new partnerships within the independent advisor community.
About the Role
This role sits within the commercial team and is responsible for driving growth across both existing clients and new business development. You will manage the full sales lifecycle, from sourcing and qualification through to closing and client adoption.
You'll handle inbound interest while also proactively generating opportunities independently and in collaboration with marketing efforts. In addition, you will work cross-functionally to share client insights, influence strategic priorities, and contribute to broader growth initiatives.
This position covers a large geographic territory across the western United States and will require regular travel for client meetings and industry events.
Key Responsibilities
- Manage end-to-end relationships with advisory clients, including prospecting, sales execution, onboarding, and ongoing engagement
- Act as a trusted point of contact, addressing client questions and resolving complex issues tied to the platform
- Partner with internal relationship management teams to execute coverage strategies for existing accounts
- Generate and develop new business opportunities through both independent outreach and coordinated marketing initiatives
- Maintain and track pipeline activity within CRM systems; collaborate with internal teams to improve reporting and analytics
- Provide input into product development and commercial strategy based on client feedback and market insights
- Travel as needed for client meetings and industry conferences (up to ~50%)
- Stay informed on trends across wealth management and broader financial services
- Maintain strong internal communication with cross-functional stakeholders
- Exercise sound judgment in evaluating opportunities and making recommendations
Qualifications
- Bachelor's degree required
- Minimum 8 years of experience in a client-facing sales role
- Background in financial services sales required; exposure to fintech environments preferred
- Active securities licensing (e.g., Series 7) or willingness to obtain shortly after joining
- Based in the western United States (e.g., California, Texas, Colorado, Arizona), with a preference for candidates in California
- Experience working with independent advisory firms or wealth management clients
Additional Requirements
Due to regulatory requirements, candidates must be able to successfully complete applicable background checks, including fingerprinting where required. For roles involving licensing, additional compliance reviews may be conducted as part of the onboarding process.
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