BDR Manager
We're partnering with a well‑established, advisor‑focused financial technology platform that has already achieved meaningful scale - and is now ready for the next phase of growth. The company works with over a thousand independent advisory firms, supports trillions in client assets, and operates with the pace and autonomy of a startup while offering the stability, benefits, and professionalism of a much larger financial organization.
They're now looking for a Business Development Manager to take ownership of their business development function and help shape what comes next. This is a true people‑leadership role, not a player‑coach position. You'll lead a small but growing team of Business Development Representatives and be responsible for building the structure, rhythm, and culture that enables consistent, high‑quality pipeline generation.
The foundation is there - what's needed now is a thoughtful, experienced leader who knows how to design systems, motivate people, and scale a team the right way.
What You'll Do
- Lead, coach, and develop a team of BDRs with a strong focus on performance, growth, and long‑term career development
- Set clear expectations around activity, conversations, and conversion, and establish meaningful metrics to track progress
- Design and refine outbound strategies, including messaging, cadences, targeting, and use of sales technology
- Spend time in the details - reviewing calls and outreach, providing actionable feedback, and helping reps improve every week
- Hire, onboard, and ramp new team members as the organization scales
- Partner closely with sales, marketing, and leadership to align on goals, pipeline contribution, and go‑to‑market priorities
- Bring organization and structure to a function that still has room to be shaped and improved
You will not be carrying an individual quota or running advisor sales calls. Your impact comes from building a strong team and creating an environment where they can succeed.
Who This Role Is For
- Several years of experience in sales, with time spent managing or leading BDR / SDR teams
- A track record of improving outbound effectiveness through better process, coaching, and tooling
- Experience in fintech, wealth management, or advisor‑facing technology
- Comfort working in an environment that's still evolving, where initiative and ownership are valued
- Strong communication skills and a genuine interest in mentoring and motivating people
- A Series 7 license or openness to obtaining one (Series 63 a plus)
Why This Stands Out
- Real ownership: You're shaping a function, not inheriting a rigid playbook
- Growth runway: Clear plans to expand the team and opportunity to grow with it
- Competitive compensation: Strong base salary and bonus tied to team success
- Hybrid work model: NYC‑based role with three days per week in the office
- People‑first culture: Collaborative, supportive, and focused on long‑term impact rather than short‑term optics
If you're excited by the idea of leading a growing team, building structure where it matters, and playing a meaningful role in how a sales organization evolves - apply here!
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