Business Development Leader - SaaS

Leap Brands; New York (NY); Hybrid; USD 125,000 - 150,000; Full time

Benefits offered by this job

Health Insurance

401(k) with contribution

PTO

Performance-based incentives

Long-term incentive opportunity

Job summary

A leading company in financial services is seeking a General Manager / Business Development Leader to drive growth in their innovative MarTech platform. This role involves strategic planning, user acquisition, and collaboration across teams to enhance product offerings. The ideal candidate will have a strong background in sales and partnerships within the SaaS or fintech space, and will report directly to the CEO. This position offers a hybrid work model and significant growth potential.

Qualifications

• 3–7 years of relevant experience in sales, partnerships, or business development.
• Demonstrated success in a high-growth, entrepreneurial or startup environment.
• Strong understanding of the financial advisor market.

Responsibilities

• Own the strategy and execution for scaling the MarTech platform.
• Drive new user acquisition through enterprise partnerships and direct-to-advisor sales.
• Collaborate cross-functionally to enhance the platform’s offerings.

Skills

Communication

Relationship Building

Strategic Thinking

Job description

This range is provided by Leap Brands. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$125,000.00/yr - $150,000.00/yr

Additional compensation types

Annual Bonus and Commission

Direct message the job poster from Leap Brands

Co-Founder of Leap Brands & Leap Health. Chaz is an expert in executive recruiting and digital marketing with a special focus on private equity and…

Job Title:

General Manager / Business Development Leader

Location:

Hybrid model: 4 days/week in-office, Fridays remote with approval

Company Overview:

Our client is a publicly traded financial services firm with a dynamic and entrepreneurial culture. This role sits within a high-growth division focused on delivering a cutting-edge Marketing Technology (MarTech) platform built specifically for independent financial advisors and RIA firms. Backed by a well-resourced parent company, this division is poised for rapid expansion.

Platform Overview:

The MarTech platform is a customizable content and coaching solution designed to empower financial advisors with modern, scalable marketing tools. With five years of proven results and a rapidly growing user base, the platform has already demonstrated strong product-market fit. The current goal is to grow the user base by 10x over the next 24 months.

Position Summary:

The General Manager / Business Development Leader will own the strategy and execution for scaling the MarTech platform. This individual will lead direct advisor acquisition, form enterprise partnerships with RIA aggregators, optimize go-to-market strategy, and collaborate cross-functionally to enhance the platform’s offerings and user experience. This position reports directly to the CEO.

Key Responsibilities:

• Contribute to long-term strategic planning, including potential M&A or exit strategy conversations depending on platform performance.
• Drive new user acquisition through both enterprise partnerships and direct-to-advisor sales.
• Lead product demos, conduct outreach campaigns, and attend key industry events and conferences.
• Oversee marketing initiatives including email campaigns, webinars, paid ads, and social media strategy (in collaboration with internal teams).
• Identify strategic partnership opportunities and execute business development plans to capitalize on them.
• Monitor competitors (e.g., Snappy Kraken, FMG Suite, Brownbridge) and continually refine the platform’s positioning.
• Collaborate with internal departments including content, legal, tech, and finance to support operations and growth.
• Influence platform improvements based on user feedback and competitive analysis.
• Establish and track KPIs—such as demo-to-close ratios, MRR growth, and churn—to ensure continued performance and scale.

Qualifications:

• 3–7 years of relevant experience in sales, partnerships, or business development—ideally within SaaS, fintech, or marketing technology.
• Demonstrated success in a high-growth, entrepreneurial or startup environment.
• Strong understanding of the financial advisor market and/or the RIA ecosystem is a significant advantage.
• Excellent communication and relationship-building skills; able to pitch, present, and close deals with confidence.
• Comfortable leading virtual and in-person demos and developing digital acquisition strategies.
• Ability to think strategically while executing tactically across multiple channels and priorities.
• Team-first mentality with the flexibility to pivot and adapt in a fast-paced, evolving environment.
• Base salary: Based on experience
• Performance-based incentives: On-target earnings (OTE) of up to $200,000+
• Long-term incentive opportunity (bonus, equity, or profit-sharing potential based on performance)
• Full corporate benefits package: health insurance, 401(k) with contribution, PTO
• Work closely with senior leadership and CEO
• Collaborative, high-energy work environment with clear opportunity for advancement

This position offers long-term growth potential within the MarTech division and the broader corporate ecosystem. High performers may evolve into senior leadership or strategic roles across the platform’s expanding suite of businesses.

Seniority level

• Seniority level

  Director

Employment type

• Employment type

  Full-time

Job function

• Job function

  Sales, Business Development, and Marketing

• Industries

  Software Development and Marketing Services

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