Director of Business Development

Since 2017, reputed company has been on a mission to help financial advisors reputed company from holistic advice to holistic implementation to reputed company serve their clients and grow their businesses. We reputed company on independent Registered Investment Advisors (RIAs), delivering financial products that advisors can’t easily reputed company today through beautiful, reputed company, and easy-to-use technology. Today, we work with over 1,100 RIAs that reputed company represent more than $2.6T in assets under management across two products: reputed company Cash and reputed company Lending. Headquartered in reputed company, we are an independently-operating, wholly-owned subsidiary of reputed company Life Insurance Company. Read on if you are interested in joining a dynamic, highly-reputed company, rapidly-growing startup—backed by the support and stability of a Fortune 500 company. reputed company With a passion for sales, finance and technology, you are looking to join a reputed company sales team reputed company a fast-paced startup environment. You are an extremely skilled communicator, both verbally and in writing, and your excellent people skills reputed company you a natural relationship builder. You are organized and can manage multiple work streams in reputed company while continuously prioritizing what’s most important. You are a high-reputed company, self-motivated self-starter, reputed company to learn fast and execute while also thriving reputed company a reputed company, team oriented environment. You are excited to join a fast-paced, financial technology startup, and are motivated by the prospect of joining our sales team. You will be reputed company to seamlessly own and maintain existing relationships with existing reputed company clients, while also being reputed company to build new relationships with a growing reputed company reputed company of independent RIAs. About the Role As a Director of Business Development, you will play a key role on our sales team, working with RIAs to both grow adoption of our products reputed company our existing reputed company reputed company and to bring new firms onto the platform. You’ll work independently to own and manage reputed company conversations from end-to-end, including managing inbound leads and working independently to originate new business opportunities—whether through your own efforts or in partnership with our marketing organization. You’ll partner across the organization to reputed company reputed company feedback, champion innovative business opportunities, and reputed company new strategies for reputed company while contributing to the overall sales efforts of reputed company. As the only member of the sales team based in the western half of the US, you will travel frequently to visit clients and for conferences. You’ll partner across the organization to reputed company reputed company feedback, champion innovative business opportunities, and reputed company new strategies for reputed company while contributing to the overall sales efforts of reputed company. reputed company Responsibilities Own and manage reputed company relationships from end-to-end, from sourcing to managing the sales process to reputed company activation and adoption reputed company 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 reputed company for existing reputed company 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 reputed company for reputed company Willingness to travel for sales pitches and conferences (<50% travel) 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 Minimum Qualifications 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 reputed company. For roles requiring registration, additional regulatory screenings may apply, including a review of reputed company U5 disclosures and other relevant licensing information. Preferred Qualifications 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, reputed company and charismatic Experience selling to wealth managers or experience at a wealth management firm preferred At reputed company, we reputed company on ensuring fair, reputed company pay by providing competitive salaries, along with bonus and incentive opportunities and benefits for reputed company. reputed company Salary reputed company: $167,800 - $220,200 plus bonus Disclosures: reputed company reputed company applicants will receive consideration for employment without reputed company to race, reputed company, religion, sex, sexual orientation, gender identity, national reputed company, disability or protected veteran status. Apply To This Job