Founding Senior Business Development Manager, Wealthroute

Accountabilities:

• Identify, research, and source prospective RIA firms, wealth management organizations, and other relevant financial services partners across the United States.
• Build and continuously expand a prioritized target account list using prospecting platforms, industry research, referrals, existing resources, and other sourcing channels.
• Assess prospective partners based on strategic fit, business model, capacity, growth potential, and ability to participate successfully in the program.
• Own the full sales cycle, including outbound prospecting, qualification, discovery, sales presentations, follow-up, negotiation, contracting, and partner activation.
• Conduct proactive outreach through email, phone, LinkedIn, referrals, and other appropriate channels to generate qualified sales opportunities.
• Lead consultative sales conversations, understand partner needs and economics, communicate the value proposition effectively, address objections, and guide prospects toward mutually beneficial agreements.
• Negotiate commercial terms in collaboration with internal leadership and ensure opportunities progress efficiently from initial engagement through signed agreement and launch.
• Coordinate smooth partner handoffs to account management, operations, and other relevant teams following activation.
• Help develop and refine a scalable business development playbook covering targeting, outreach, qualification, pitching, objection handling, negotiation, and partner activation.
• Test and improve sales messaging and processes based on market feedback, pipeline performance, and partner conversations.
• Establish effective processes, tools, reporting, and operating rhythms to maintain an organized and actionable sales pipeline.
• Develop a strong understanding of the RIA and broader wealth management ecosystem, identifying new market segments, partner profiles, and sourcing opportunities.
• Build relationships across the financial advisor community and capture market insights that can inform positioning, partner requirements, commercial strategy, and growth initiatives.
• Work closely with senior leadership on target accounts, pricing, commercial strategy, and partner prioritization.
• Coordinate with marketing, paid search, operations, and other internal teams to understand partner capacity, support onboarding, and facilitate successful activation.
• Provide regular reporting on pipeline development, qualified meetings, agreements, partner feedback, activation, and overall sales performance.
• Contribute to the development of a scalable business development organization as the business grows, with the potential to take on broader commercial or leadership responsibilities.

Requirements:

• Bring approximately 3–5+ years of experience in B2B sales, business development, partnerships, or a related commercial function.
• Demonstrate experience owning or making a meaningful contribution to a full sales cycle, from prospecting and qualification through negotiation, closing, and activation.
• Have strong outbound prospecting and pipeline-generation capabilities, with the ability to build opportunities proactively rather than relying primarily on inbound leads.
• Demonstrate the ability to communicate credibly with senior financial professionals, business owners, executives, and other sophisticated B2B buyers.
• Possess strong executive presence, commercial judgment, consultative selling skills, and relationship-building capabilities.
• Be confident leading discovery and sales conversations, handling objections, negotiating commercial terms, and closing agreements.
• Demonstrate strong organizational skills and disciplined pipeline management, with the ability to manage multiple opportunities and priorities effectively.
• Be self-directed, entrepreneurial, and comfortable operating in an early-stage environment where processes and structures are still being developed.
• Have a strong interest in helping build a business development function from the ground up and contributing directly to commercial strategy and growth.
• Possess excellent written and verbal communication skills, with the ability to adapt messaging to different audiences.
• Experience with Registered Investment Advisors, financial advisors, wealth management, financial services, fintech, financial services partnerships, B2B SaaS, or consultative B2B sales is highly desirable.
• Direct experience selling to RIAs, financial advisors, wealth management firms, or other sophisticated financial services buyers is a strong advantage.

Benefits:

• Founding-stage opportunity with significant ownership over partner acquisition strategy and commercial processes.
• Opportunity to shape the sales playbook, messaging, targeting, tools, and operating model from the ground up.
• High-impact role with direct contribution to revenue growth, partner acquisition, and expansion of financial advisor capacity.
• Potential to expand into broader commercial or business development leadership responsibilities as the business scales.
• Opportunity to build relationships across the U.S. financial advisor and wealth management ecosystem.
• Remote position based in the United States.
• The source posting does not specify a salary range, bonus structure, healthcare coverage, retirement benefits, paid leave, or other additional benefits.