Founding Senior BD Manager — Wealth Partnerships

Forbes Advisor; Wilmington (DE); On-site; USD 120,000 - 180,000; Full time

Job summary

Forbes Advisor is seeking a Founding Senior Business Development Manager to help build and scale Wealthroute, our financial advisor lead‑generation business. This is a hands‑on, full‑cycle sales role focused primarily on building partnerships with Registered Investment Advisor (RIA) firms and other wealth management organizations across the United States.

As the founding BDM, you will own the sales cycle from prospecting through signed agreement and activation, and help shape partner acquisition

Qualifications

• 3–5+ years of B2B sales, business development or partnerships.
• Experience owning or contributing to a full sales cycle.
• Strong outbound prospecting and pipeline-building capabilities.
• Excellent written and verbal communication skills.

Responsibilities

• Identify and source prospective RIA firms and wealth management partners across the United States.
• Own the full sales cycle from prospecting through signed agreements and activation.
• Develop the Wealthroute sales playbook and best practices for targeting, outreach, and negotiation.
• Build a scalable partner acquisition process and contribute to the design of the future BD organization.

Skills

B2B sales

outbound prospecting

pipeline management

negotiation

executive communication

Job description

Forbes Advisor is seeking a Founding Senior Business Development Manager to help build and scale Wealthroute, our financial advisor lead‑generation business. This is a hands‑on, full‑cycle sales role focused primarily on building partnerships with Registered Investment Advisor (RIA) firms and other wealth management organizations across the United States.

As the founding BDM, you will own the sales cycle from prospecting through signed agreement and activation, and help shape partner acquisition