Sales Director

Taurus Search; California; Remote; USD 140,000 - 190,000; Full time

Job summary

Taurus Search client, a high-growth fintech, seeks a Director of BD to expand presence across the western US. You will own the full sales cycle from prospecting to close and client activation, while also growing relationships within an existing book of business.

You'll collaborate cross-functionally with relationship management, marketing, and product teams and represent the company at industry conferences and client meetings across your territory.

Qualifications

• 8+ years of sales experience in financial services or fintech.
• Proven track record selling to or working with independent RIAs.
• Series 7 licensed, or willing to obtain within 60 days of joining.
• Based in the western US — CA, TX, CO, or AZ (California preferred).
• Self-starter comfortable working with autonomy in a remote environment.

Responsibilities

• Own the full sales cycle — from prospecting and pipeline management through to close and client activation.
• Manage and grow relationships within an existing book of business.
• Work cross-functionally with relationship management, marketing, and product teams and represent the company at industry conferences and client meetings across your territory.

Skills

Experience in financial services

New business development

Job description

Our client is a high-growth financial technology company that partners with independent Registered Investment Advisors (RIAs) to help them better serve their clients. Their platform provides access to best-in-class financial products through intuitive, scalable technology and is used by hundreds of advisory firms across the US.

They are hiring a Director of BD to own and grow their presence across the western US. This is a unique opportunity to join as the sole sales representative in the region at a well-backed company with strong product-market fit and ambitious growth plans

The Role

You'll own the full sales cycle — from prospecting and pipeline management through to close and client activation — while also managing and growing relationships within an existing book of business. You'll work cross-functionally with relationship management, marketing, and product teams and represent the company at industry conferences and client meetings across your territory.

What We're Looking For

• 8+ years of sales experience in financial services or fintech
• Proven track record selling to or working with independent RIAs
• Series 7 licensed, or willing to obtain within 60 days of joining
• Based in the western US — CA, TX, CO, or AZ (California preferred)
• Self-starter comfortable working with autonomy in a remote environment