Asset Growth & Onboarding Manager

Robinhood; Dallas (TX); On-site; USD 109,000 - 128,000; Full time

Job summary

Robinhood is seeking a Manager of Business Development to lead Onboarding Specialists, grow assets, and expand customer relationships while ensuring regulatory compliance and a white-glove Concierge experience.

Based in Denver, CO or Westlake, TX, this role oversees pipeline management, coaching, and cross-functional partnerships with product, compliance, legal, and external service providers to scale impact.

Qualifications

• Clean U5
• Current SIE, Series 7 and 66
• Series 24 or 9/10
• 5+ years experience in sales coaching/leadership, or related financial services roles
• Ability to guide agents through the sales process and develop their skills in uncovering assets through consultative engagement
• Experience with sales coaching and supervision/oversight
• Demonstrated ability to support asset consolidation, deepen client relationships, and increase engagement with financial products in a compliant, customer-first manner
• Commitment to acting in the customer’s best interest while adhering to all regulatory requirements
• The ability to thrive in a dynamic and evolving environment, with a constant drive to increase and enhance the value of our offering.
• A willingness and aptitude to leverage AI tools to enhance productivity and drive innovation within your role.

Responsibilities

• Lead, coach, and develop a team of Onboarding Specialists, driving high performance, new new assets and professional growth
• Ensure all team goals are being met/exceeded, including gross deposits (COV), agent productivity (opportunities worked) and limiting/addressing all Compliance infractions.
• Oversee customer interactions from a team of Onboarding Specialists ensuring compliance with all RegBI, telemarketing rules and internal policies.
• Create a culture of high performance while reinforcing policies, supervisory procedures, and regulatory standards
• Partner cross-functionally with our customer facing partners, product, compliance, legal, and external service providers to improve workflows, expand capabilities, and enhance the customer experience
• Monitor and improve team performance through data, coaching, and process optimization, identifying opportunities to scale impact efficiently
• Ensure high-quality documentation and adherence to firm and regulatory standards across all customer interactions
• Support escalation management and complex customer situations, providing guidance and oversight where needed
• Drive initiatives to increase customer engagement, including asset consolidation, product adoption, and deeper relationship development
• Bring a strong customer-first mindset, fostering a culture of empathy, clarity, and trust in all client interactions

Skills

SIE

Series 7

Series 66

Series 24

9/10

Job description

Robinhood is seeking a Manager of Business Development to lead Onboarding Specialists, grow assets, and expand customer relationships while ensuring regulatory compliance and a white-glove Concierge experience.

Based in Denver, CO or Westlake, TX, this role oversees pipeline management, coaching, and cross-functional partnerships with product, compliance, legal, and external service providers to scale impact.