Founding Senior Business Development Manager

This is a fully remote position, open to applicants in United States.

📋 Description

• Identify and source potential RIA firms and wealth management partners throughout the United States.

• Develop and enhance target account lists utilizing resources, prospecting tools, industry research, referrals, and various sourcing strategies.

• Evaluate prospective partners based on compatibility, capacity, business model, and growth prospects.

• Keep a well-organized and actionable sales pipeline.

• Establish a repeatable sourcing strategy.

• Conduct outbound prospecting via email, phone, LinkedIn, referrals, and other channels.

• Schedule qualified meetings with potential RIA and wealth management firms.

• Facilitate discovery and sales discussions.

• Articulate the Wealthroute value proposition and demonstrate how the program aids firms in acquiring prospective clients.

• Comprehend partner requirements, economic factors, capacity, and potential objections.

• Oversee follow-up and advancement of opportunities throughout the sales process.

• Negotiate commercial terms with internal leadership.

• Propel opportunities to signed agreements and initial activation.

• Manage the transition to account management or operations post-launch.

• Define and enhance the Wealthroute sales playbook.

• Create best practices for targeting, outreach, qualification, pitching, objection handling, negotiation, and partner activation.

• Evaluate and refine messaging based on market feedback.

• Establish processes, tools, and reporting mechanisms for sales pipeline management.

• Discover scalable and repeatable partner acquisition opportunities.

• Contribute to the future of the Business Development organization.

• Cultivate an understanding of the RIA and wealth management ecosystem.

• Identify new segments, partner profiles, and sourcing opportunities.

• Build relationships within the financial advisor community.

• Collect partner feedback and relay market insights to the Wealthroute team.

• Enhance messaging, positioning, partner requirements, and commercial strategies.

• Report directly to the Head of Financial Services Owned Products.

• Collaborate with leadership on commercial strategy, target accounts, pricing, and partner prioritization.

• Coordinate with Marketing and Paid Search teams regarding partner capacity and growth needs.

• Collaborate with Operations and internal teams for partner onboarding and activation.

• Provide regular updates on pipeline, meetings, agreements, partner feedback, and sales performance.

⛳️ Requirements

• Approximately 3 to 5+ years of experience in B2B sales, business development, partnerships, or a related field.

• Demonstrated experience in owning or significantly contributing to a complete sales cycle.

• Strong capabilities in outbound prospecting and pipeline development.

• Ability to communicate credibly and effectively with senior financial professionals and business owners.

• Strong executive presence, commercial acumen, and relationship-building abilities.

• Comfortable leading sales discussions, addressing objections, negotiating, and finalizing agreements.

• Self-motivated and proactive, with the capability to build a pipeline without depending solely on inbound opportunities.

• Comfortable in helping to establish processes and structure within an early-stage environment.

• Strong organizational skills and disciplined pipeline management.

• Entrepreneurial mindset with an interest in aiding the development of a business development function from the ground up.

• Exceptional written and verbal communication skills.

• Experience in financial services, fintech, financial services partnerships, B2B SaaS, or consultative B2B sales environments is highly desirable.

• Experience selling to RIAs, financial advisors, wealth management firms, or other sophisticated financial services clients is a significant advantage.

🏝️ Benefits

• Equal employment opportunities and nondiscrimination protections.

• Compensation and training are covered under the equal employment policy.