Business Development Specialist

TrueSeek; San Diego (CA); On-site; USD 75,000 - 100,000; Full time

Job summary

TrueSeek, LLC is seeking a Partnerships Development Lead (BDR/SDR) to drive growth by forming strategic referral and channel partnerships within the wealth advisory space. The role emphasizes consultative, relationship-based selling to sophisticated financial professionals and family offices.

Base salary ranges from $75,000 to $100,000 with an incentive plan aiming for first-year earnings of $100,000 to $130,000+. This is a growth-focused, consultative B2B position with nationwide reach.

Qualifications

• Bachelor’s degree with a strong academic record (GPA 3.5+ preferred).
• 1–5 years of B2B sales, account management, business development, or related experience.
• Proven outbound prospecting and pipeline development.
• Excellent written communication and ability to craft personalized outreach.
• Strong executive presence with comfort engaging financial professionals.

Responsibilities

• Drive revenue growth by forming strategic partnerships within the Investment & Wealth advisory space.
• Outbound funnel generated by email marketing, social engagement, cold calls, and networking.
• Manage a consultative sales cycle averaging 60 to 90 days from engagement to close.
• Build relationships with executive stakeholders across family offices, investment firms, wealth advisors.
• Represent the organization at industry conferences and networking events.

Skills

Outbound prospecting

Executive presence

Written communication

Relationship building

B2B sales

Account management

Education

Bachelor's degree

Job description

Partnerships Development Channel - Wealth Advisory & Family OfficesCompensation & Structure

- Base salary range of $75,000 to $100,000, depending on years’ experience (1-5 years).

- Performance-based incentive plan with realistic first-year earnings of $100,000 to $130,000+.

About Us

We’re a highly profitable division of a $2B+ annual revenue PE Backed Company which has become a national leader in outsourced household employment, payroll, and risk management solutions for High-Net-Worth families, family offices, and wealth management firms.

We are seeking a Partnerships Development Lead (BDR/SDR) to help drive continued expansion within one of the fastest-growing business segments. Rather than high-volume transactional selling, success comes from building trusted relationships, understanding complex client needs, and delivering solutions that provide meaningful value.

This is a highly consultative and relationship-based B2B role focused on developing long-term partnerships with sophisticated financial professionals and their clients.

Key Responsibilities

• Drive new revenue growth by forming strategic referral/channel partnerships within the Investment & Wealth advisory space.
• Outbound funnel is generated mainly email marketing, social engagement, targeted cold calls, and networking.
• Manage a consultative sales cycle averaging 60 to 90 days from initial engagement through close.
• Build relationships with executive-level stakeholders across family offices, investment firms, wealth advisors and similar.
• Represent the organization at industry conferences and networking events.

Qualifications

• Bachelor's degree with a strong academic record (3.5+ University GPA preferred).
• 1 to 5 years of B2B sales, account management, business development, customer success, consulting, or relationship management experience.
• Demonstrated success in outbound prospecting and pipeline development.
• Excellent written communication skills and the ability to craft thoughtful, personalized outreach.
• Strong executive presence and comfort interacting with sophisticated financial professionals.
• We are industry agnostic, but prefer industry experience within financial services, payroll solutions, professional services, IT/SaaS, or another consultative sales environment.

Why Join?

• Enjoy a consultative sales motion driven by relationships, referrals, and thoughtful outreach rather than high-volume cold calling.
• Become one of the earliest dedicated hires supporting a rapidly growing channel.
• Build relationships with family offices, wealth advisors and influential professionals nationwide.
• Gain exposure to a niche ecosystem that few early-career sales professionals have access to.

If you're an ambitious business development, customer success, account management, or partnerships professional looking to work with sophisticated clients in a unique and growing market, this is an opportunity to build meaningful relationships, develop valuable expertise, and grow alongside a business with significant long-term potential.