Business Development Desk Manager - Asset Growth & Onboarding Lead

Socket.dev; Denver (CO); On-site; USD 109,000 - 128,000; Full time

Job summary

Robinhood Markets, Inc. in Denver, CO / Westlake, TX seeks a Manager of Business Development to lead Onboarding Specialists through the customer onboarding journey, expanding asset consolidation and win-share.

You’ll ensure RegBI compliance and collaborate with product, legal, and external partners to optimize workflows. You will coach teams, drive activity metrics, and nurture relationships to deepen engagement with financial products while upholding customer-first values and regulatory

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 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

Sales leadership

Coaching

Asset growth

Customer onboarding

RegBI compliance

AI tooling aptitude

Education

Licenses: SIE, Series 7, 66

Series 24 or 9/10

Job description

Robinhood Markets, Inc. in Denver, CO / Westlake, TX seeks a Manager of Business Development to lead Onboarding Specialists through the customer onboarding journey, expanding asset consolidation and win-share.

You’ll ensure RegBI compliance and collaborate with product, legal, and external partners to optimize workflows. You will coach teams, drive activity metrics, and nurture relationships to deepen engagement with financial products while upholding customer-first values and regulatory