Director of Business Development

Selby Jennings; Texas; Teletrabalho; USD 120 000 - 165 000; Tempo integral

Resumo da oferta

Selby Jennings is seeking a senior Director of Business Development to drive growth across the Western United States for a WealthTech platform. The role emphasizes building long-term relationships with independent advisory firms and managing complex sales cycles with consultative selling.

The ideal candidate will source new opportunities, collaborate with marketing and product teams, and act as a trusted advisor to clients, shaping growth strategy and expanding the firm’s footprint in a dynamic

Qualificações

• 8+ years of sales or business development experience in financial services.
• Proven ability to source, develop and close new business opportunities.
• Strong consultative selling and relationship management skills.
• Excellent communication, presentation and organizational abilities.
• Experience selling wealth tech or related financial technology is a plus.

Responsabilidades

• Own the full business development lifecycle from prospecting through onboarding and long-term client growth.
• Build and expand relationships with independent advisory firms, RIAs, wealth managers and industry partners.
• Drive new client acquisition through outbound efforts, referrals, events, and marketing-generated opportunities.
• Collaborate with relationships, marketing and product teams to support growth initiatives and improve client outcomes.
• Act as a trusted advisor by understanding client goals and recommending technology solutions.
• Maintain a robust sales pipeline, forecast activity, and manage CRM records.

Conhecimentos

Sales experience

Consultative selling

Relationship management

Communication & presentation

Cross-functional collaboration

Formação académica

Series 7 license (or willingness to obtain)

Ferramentas

CRM tools

Descrição da oferta de emprego

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.