Remote WealthTech BD Director for Growth

Selby Jennings; Texas; Remote; USD 120,000 - 165,000; Full time

Job summary

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

Qualifications

• 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.

Responsibilities

• 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.

Skills

Sales experience

Consultative selling

Relationship management

Communication & presentation

Cross-functional collaboration

Education

Series 7 license (or willingness to obtain)

Tools

CRM tools

Job description

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