Director of Business Development
Remote (Western U.S.) | WealthTech / Financial Technology
About the Opportunity
A rapidly growing financial technology company serving the wealth management industry is seeking a senior business development professional to drive growth across the western United States. This is a high-impact, client-facing role focused on expanding relationships with independent financial advisory firms while helping bring new clients onto a leading technology platform.
This opportunity is ideal for a consultative sales professional who enjoys building long-term relationships, managing complex sales cycles, and partnering with advisors to solve business challenges through innovative technology solutions.
Key Responsibilities
- Own the full business development lifecycle from prospecting through onboarding and long-term client growth.
- Develop and expand relationships with independent advisory firms, wealth management practices, and key industry partners.
- Drive new client acquisition through outbound business development, referrals, events, and marketing-generated opportunities.
- Collaborate with relationship management, marketing, and product teams to support growth initiatives and improve client outcomes.
- Serve as a trusted advisor to clients by understanding their business goals and recommending appropriate solutions.
- Maintain and manage a robust sales pipeline, forecast activity, and leverage CRM tools to track performance.
- Represent the firm at industry conferences, client meetings, and networking events.
- Provide market feedback and client insights to help shape future product and growth strategy.
Qualifications
- 8+ years of sales, business development, relationship management, or distribution experience within financial services.
- Experience working with Registered Investment Advisors (RIAs), wealth management firms, broker-dealers, custodians, or related channels.
- Proven track record of sourcing, developing, and closing new business opportunities.
- Strong consultative selling and relationship management skills.
- Excellent communication, presentation, and organizational abilities.
- Ability to work independently while collaborating effectively with cross-functional teams.
- Experience selling financial technology, investment solutions, custodial platforms, wealth management technology, or related products is strongly preferred.
- Series 7 license or willingness to obtain one after joining.
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