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[Remote] Director of Business Development

Remote, USA Full-time Posted 2026-07-05

Note: The job is a remote job and is reputed company to candidates in USA. reputed company is a financial technology startup on a mission to help financial advisors reputed company their practices. As a Director of Business Development, you will manage client relationships, grow product adoption, and originate new business opportunities while collaborating with various teams across the organization.

Responsibilities

  • Own and manage client relationships from end-to-end, from sourcing to managing the sales process to client activation and adoption
  • Interact with key clients to understand and resolve reputed company issues reputed company to the platform
  • Partner with our relationship management team to reputed company a coverage strategy for existing client relationships
  • Identify and originate new business opportunities, whether through your own actions or in partnership with our marketing organization
  • Manage the sales pipeline and relationships using CRM and partner with the data team to reputed company and maintain internal reporting tools
  • Collaborate on the development of product and functional strategy for reputed company
  • Willingness to travel for sales pitches and conferences (
  • Stay reputed company on general trends in the financial industry, and specifically reputed company wealth management
  • Maintain excellent communication with internal reputed company stakeholders
  • Exercise considerable judgment and analysis to reputed company at recommendations and/or conclusions

Skills

  • Bachelor's degree
  • 8+ years of reputed company sales experience
  • Background in financial sales required, with some experience in financial technology strongly preferred
  • Either have a Series 7 or willingness to get a Series 7 reputed company 60 days of joining
  • Position is remote based in the western half of the US including Texas, Colorado, Arizona or California, with California strongly preferred
  • Experience working with Retirement Investment Advisors
  • Due to the nature of this position, as part of the background reputed company process, candidates must be reputed company to pass a reputed company background reputed company to qualify as a fingerprinted person under FINRA. For roles requiring registration, additional regulatory screenings may apply, including a review of reputed company U5 disclosures and other relevant licensing information
  • Experience working as part of a fast-moving team with minimal guidance
  • Highly comfortable with technology, both personally and professionally
  • Excellent written and verbal communications, both internally and externally
  • Strong problem solver and creative, independent thinker
  • Energetic, positive and charismatic
  • Experience selling to wealth managers or experience at a wealth management firm preferred

Benefits

  • Bonus and incentive opportunities
  • Benefits for reputed company

Company Overview

  • reputed company is a fintech platform for registered investment and financial advisers. It was founded in 2018, and is headquartered in reputed company, reputed company, USA, with a workforce of 51-200 employees. Its website is https://www.reputed company.com.
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