Wealth Business Development Sales Executive - Virtual
Alight Solutions
Our Story At Alight, we believe a company’s success starts with its people. Alight embraces values that come directly from our people – purposeful, human, united and growth-minded – reflecting our inclusive culture and promise that our clients expect. We are passionate about connecting purpose with impact. Alight empowers clients to build a healthier and more financially secure workforce by unifying the benefits ecosystem across health, wealth, wellbeing, navigation, and absence management. Our Benefits With a comprehensive total rewards package, Alight offers programs and plans that support your mind, body, wallet, and life. Benefits include health, dental and vision coverages starting Day One. Additionally, Alight colleagues enjoy wellbeing programs, retirement plans with contribution matching, generous time off, parental leave, continuing education, and career growth opportunities – all within a thriving global organization. Flexible Working So that you can be your best at work and home, we consider flexible working arrangements wherever possible. Alight has been a leader in the flexible workspace and “Top 100 Company for Remote Jobs” 6 years in a row. Great Place to Work Thanks to the work of every colleague, Alight has received multiple awards of recognition including “Great Place to Work” for the past 7 years and Fortune’s “Best Companies to Work For.” To learn more about our company culture and awards Click Here. We invite you to join our team! Learn more at careers.alight.com. OverviewThe role carries direct accountability for achieving an assigned annual new business revenue quota and building a qualified, measurable pipeline that supports Alight’s Wealth growth objectives. The executive owns prospecting, opportunity creation, early-stage qualification, CRM discipline, activity tracking, pipeline progression, and forecast accuracy, while partnering with Wealth Sales Executives and solution leaders to advance qualified opportunities through proposal development, negotiation, and closure. The role generates qualified pipeline and new revenue opportunities for Alight’s defined benefit, defined contribution, and financial wellbeing solutions. The executive identifies priority prospects, develops senior-level relationships, leads early-stage discovery and qualification, and works with Wealth Sales Executives, Solution Architects, Consultant Relations, and business leaders to develop and execute differentiated pursuit strategies. The role requires a strategic, consultative seller who can establish credibility quickly, navigate complex buying environments, and convert market opportunities into qualified enterprise pursuits.Key ResponsibilitiesMarket Development and ProspectingOwn and achieve assigned annual new business revenue, pipeline creation, and qualified opportunity quotas through disciplined prospecting, opportunity creation, qualification, and conversion of strategic Wealth opportunities that lead to closure.Develop and execute targeted account and market-development plans.Identify priority organizations, buyers, influencers, consultants, and market events.Create qualified opportunities through direct outreach, relationships, referrals, and consultant channels.Maintain disciplined prospect and opportunity activity in the company’s CRM platform.Maintain clear accountability for weekly activity levels, opportunity stage progression, next steps, close plans, and forecast accuracy.Discovery and QualificationLead early-stage discovery to understand business priorities, buying criteria, stakeholders, competitive dynamics, timing, and funding.Apply a consistent qualification methodology to determine pursuit viability.Recommend whether, when, and how Alight should engage each opportunity.Document qualification outcomes, pursuit recommendations, risks, decision criteria, and accountable next steps for each opportunity.Pursuit Strategy and Solution PositioningTranslate prospect challenges into differentiated value propositions across defined benefit, defined contribution, retirement advice, self-directed brokerage, and financial wellbeing solutions.Partner with sales, solution, pricing, proposal, legal, and operational teams to shape pursuit and proposal strategies.Contribute market and buyer insights throughout RFP, pricing, negotiation, and contracting activities.Executive and Market RelationshipsBuild trusted relationships with senior HR, benefits, finance, procurement, and executive stakeholders.Position Alight’s Wealth capabilities within broader Total Retirement Outsourcing and Total Benefits Outsourcing strategies.Represent Alight at industry events, conferences, consultant meetings, and targeted prospect engagements.QualificationsRequiredFINRA Series 7 and 66 licenses, or willingness and eligibility to obtain applicable licenses.Enterprise business-development or sales experience in retirement, benefits, HR outsourcing, or a related market.Demonstrated success generating qualified pipeline and winning new client relationships.Experience navigating complex, multi-stakeholder buying processes.Strong discovery, executive communication, presentation, negotiation, and forecasting skills.Ability to translate client needs into differentiated business and solution value.Willingness and ability to travel based on client and business needs.PreferredExperience with defined benefits, defined contribution, retirement advice, brokerage, or financial wellbeing solutions.Experience working with benefits consultants and advisory firms.Knowledge of TRO, TBO, and connected-benefits strategies.Track record of meeting or exceeding sales quotas, pipeline targets, and forecast commitments in a complex enterprise selling environment.Application and Interview By applying for a position with Alight, you understand that, should you be made an offer, it will be contingent on your undergoing and successfully completing a background check consistent with Alight’s employment policies. Background checks may include some or all the following based on the nature of the position: SSN/SIN validation, education verification, employment verification, and criminal check, search against global sanctions and government watch lists, credit check, and/or drug test. You will be notified during the hiring process which checks are required by the position. Alight requires all virtual interviews to be conducted on video. Please be aware that Alight is a camera-on culture and may require occasional travel to one of our physical office locations. Our commitment to Inclusion We celebrate differences and believe in fostering an environment where everyone feels valued, respected, and supported. We know that diverse teams are stronger, more innovative, and more successful. At Alight, we welcome and embrace all individuals, regardless of their background, and are dedicated to creating a culture that enables every employee to thrive. Join us in building a brighter, more inclusive future. As part of this commitment, Alight will ensure that persons with disabilities are provided reasonable accommodations for the hiring process. If reasonable accommodation is needed, please contact View email address on click.appcast.io. Equal Opportunity Policy Statement Alight is an Equal Employment Opportunity employer and does not discriminate against anyone based on sex, race, color, religion, creed, national origin, ancestry, age, physical or mental disability, medical condition, pregnancy, marital or domestic partner status, citizenship, military or veteran status, sexual orientation, gender, gender identity or expression, genetic information, or any other legally protected characteristics or conduct covered by federal, state, or local law. In addition, we take affirmative action to employ disabled persons, disabled veterans, and other covered veterans. Alight provides reasonable accommodations to the known limitations of otherwise qualified employees and applicants for employment with disabilities and sincerely held religious beliefs, practices and observances, unless doing so would result in undue hardship. Applicants for employment may request reasonable accommodations/modifications by contacting their recruiter. Authorization to work in the Employing Country Applicants for employment in the country in which they are applying (Employing Country) must have work authorization that does not, now or in the future, require sponsorship of a visa for employment authorization in the Employing Country and with Alight. Note, this job description does not restrict management's right to assign or reassign duties and responsibilities of this job to other entities; including but not limited to subsidiaries, partners, or purchasers of Alight business units. We offer you a competitive total rewards package, continuing education & training, and tremendous potential with a growing worldwide organization.Salary Pay RangeMinimum :160,000.00 USDMaximum :175,000.00 USDPay Transparency Statement: Alight considers a variety of factors in determining whether to extend an offer of employment and in setting the appropriate compensation level, including, but not limited to, a candidate’s experience, education, certification/credentials, market data, internal equity, and geography. Alight makes these decisions on an individualized, non-discriminatory basis. Bonus and/or incentive eligibility are determined by role and level. Alight also offers a comprehensive benefits package; for specific details on our benefits package, please visit: Wellbeing and Benefits Selector Page - AlightDISCLAIMER:Nothing in this job description restricts management's right to assign or reassign duties and responsibilities of this job to other entities; including but not limited to subsidiaries, partners, or purchasers of Alight business units.Alight Solutions provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, creed, sex, sexual orientation, gender identity, national origin, age, disability, genetic information, pregnancy, childbirth or related medical condition, veteran, marital, parental, citizenship, or domestic partner status, or any other status protected by applicable national, federal, state or local law. Alight Solutions is committed to a diverse workforce and is an affirmative action employer.Job SummaryJob number: R-37985Profession: Business Development/Sales
- ...ecosystem across health, wealth, wellbeing,... ...an assigned annual sales quota and for... ...through proposal development, negotiation, and... ...contribution solutions. The executive identifies... ...Consultant Relations, and business leaders to develop... ...requires all virtual interviews to be conducted...VirtualWork at officeLocal areaRemote workWork from homeWorldwideFlexible hours
- ...Freeman+Leonard is looking for an experienced Sales Executive to join our stellar team. This full-... ...the Role The goal of the Sales and Business Development Executive is to: Achieve monthly,... ...existing accounts Attend live and virtual networking events Forecast projections...VirtualBase plus commissionPermanent employmentFull timeContract workFreelanceRemote work
$125k - $175k
...Director of Business Development Dallas, Texas, United States... ...foundation for true legacy wealth. Who We Are Looking... ...This is about energy, execution, and results. You'll... ...leading in-person and virtual presentations A consultative sales style that builds trust...Virtual- ...productivity, and improve business operations. So far we... ...is a US-based IT development and services company headquartered... ...Business Development Executive with our Dallas, TX... ...face-to-face or virtual meetings with potential... ..., and prioritizing sales leads, collecting market...VirtualWork experience placementWork at officeLocal areaImmediate start
- Join Asset & Wealth Management (AWM) Finance to lead the delivery and evolution of quantitative... ...tools that power stress testing and business-as-usual exercises. You’ll shape end-to-... ...-cause analysis, and compliant Model Development Life Cycle (MDLC) practicesRequired...Suggested
$150k - $190k
...CIBC, please visit CIBC.comWhat you'll be doingAs a Private Wealth Business Development Officer (BDO), you are responsible for sourcing and... ...management, private banking or a related field.You are a dynamic sales professional with a proven track record of acquiring and maintaining...Full timeRemote work- ...for this position.The RoleAs a Wealth Planner, your expertise... ...developing, delivering, and executing comprehensive wealth management... ...branch, regional, national, and virtual levels, ensuring you have the... ...SalesPlease be advised that Fidelity’s business is governed by the provisions...VirtualFull time
- Husch Blackwell LLP is seeking a Private Wealth Associate with four to eight years of experience for roles across our offices, including The Link virtual office. Dallas, Kansas City, Los Angeles, Milwaukee, Nashville, or St. Louis are strongly preferred. The ideal candidate...VirtualWork at office
$90k - $120k
...advisors in the delivery and execution of these services•... ...throughout the sales process and deliver advice... ...assisting with the delivery of virtual education as needed•... ...within Workplace Wealth Solutions• develop a deep... ...understanding of each client’s business, organizational...VirtualFull timeFlexible hours- ...a top-quality experience? If so, being a Relationship Development Officer - Trust and Wealth with Frost could be for you.At Frost, it’s about more than... ...this role you will be responsible for developing new business through Centers of Influence and serving as a primary point...Full time
$70k - $90k
...Description Position Overview\n Mind Wealth Therapies, located in San Antonio, Texas... ...conferences, and continued professional development activities to stay current in best... ...Familiarity with telehealth platforms and virtual counseling techniques will be advantageous...VirtualFull timeRemote work- ...for consultative sales of Treasury Solutions... ...Community Bank, Business Banking, Small Business... ...Banking, and Wealth Management) via a... ...time to time. 1. Executes sales plan, develops... ...Participates in the development of detailed... ...email, voicemail, Virtual Meeting, etc.).8....VirtualFull timePart timeWork experience placementShift workDay shift
- ...American, the home purchase and sale process takes months,... ...Orchard is looking for a Business Development Manager to join Orchard Title... ...partners through outreach, virtual meetings, and in-person events... ...collaborative solutions, and execute to measurable outcomes....VirtualFull timeRemote work
- ...an experienced All inclusive & Resort Business Development Manager for growing awareness,... ...markets. Through a mix of in-person and virtual sales calls, training, joint marketing initiatives... ...priorities, and successful execution of regional sales strategies. What...VirtualFull timeWork at officeFlexible hours
- Texas Capital Bank seeks a seasoned Private Wealth leader to drive regional revenue growth, manage UHNW/HNW client relationships... ...banking, and estate services. The role focuses on strategic business development, cross-bank referrals, and delivering differentiated wealth...
- OUR IMPACTAcross Asset & Wealth Management, Goldman Sachs helps empower... ...-led wealth management businesses provide financial planning, investment... ...Strategy: Develop and execute strategies to manage... ...personally, from our training and development opportunities and firmwide networks...
- ...JOB SUMMARY: The Business Development Manager will be responsible for pursuing target market sectors... ..., develop, and most importantly, execute new business initiatives and partnerships... ...and professional organizations both virtually and face-to-face. Demonstrated...VirtualFull timeWork at officeLocal area
$75k - $80k
...Description Position Overview\n The Mind Wealth Wellness Center is seeking a passionate... ...families and children, enhancing their development and ensuring compliance with regulations... ...for a flexible work-life balance. Our virtual setting ensures that you can collaborate...VirtualRemote jobFull timeLocal areaRelocation packageFlexible hours- ...New Business Development Manager wilsonbauhaus is looking for a driven, relationship-focused... ...will work closely with our VP of Sales, Account Executives, Design team, Marketing team,... ...presentation skills for both in-person and virtual communication. Ability to think...VirtualContract workWork at office
- ...all stages of the drug development process and all... ...BPT is searching for a Business Development Manager to... ...to face meetings and virtual presentationsWork effectively... ...CTORecent experience executing field travel and in person... ...bio/pharmaceutical sales or project management,...VirtualFull timeContract workWorldwide
- Position: Senior Advisor, Trust & Wealth Management - Dripping Springs, TX Location: Dripping Springs, TX... ...relationship, and work closely with area banking executives and centers-of-influence to develop new business. An effective Senior Advisor will be the first point...
- ...Hospital of ArlingtonDirector of Business DevelopmentYour experience matters The Director of Business Development is responsible for the planning and execution of strategic marketing, admissions... ...programs (free gym memberships, virtual care appointments, mental health...VirtualTemporary workPart timeRelief
- GARNEYA Business Development Manager position is available at Garney. The successful... ...in development and execution of regional / industry-specific... ...business development or sales experience is a plus.Proposal... ...and vision plans ($0 premiums)Virtual doctor visits with no co-payShares...VirtualLocal areaFlexible hours
$91.62k - $111.98k
...best. Helping the customers and businesses we serve to make better and... ...Day One.Job DescriptionThe Wealth Connect Advisor provides personalized... ...to clients through secure virtual meetings, phone calls, and... ...experience in a financial sales position -Thorough understanding...VirtualFull timeWork at officeLocal area$142.9k - $266k
Cyber Incident Response Business Development Senior ManagerThe Opportunity:Join... ...development, strategic sales expertise and knowledge of Incident... ...to internal teams, executives, and clients that may include... ...interviews (whether in-person or virtual) is prohibited unless...VirtualFull timeContract workPart timeWork at officeLocal areaRemote work- ...Wealth Management Associate - TX, DallasPrimary Location: UNITED STATES-TX-DallasOrganizationEquitable... ...and progress trackingFinancial Strategy Development: Understand clients' financial... ...: access to Equitable Advisors' Virtual University for continuous learningMentorship...VirtualWork at officeLocal areaFlexible hours
- ...Wholesalers to join their Private Wealth team. These roles partner... ...solutions, and drive sales growth within an assigned territory... ...advisors via calls, emails, and virtual meetings to share REIT... ...with the External Wholesaler to execute business plans and exceed goals Coordinate...VirtualWork at office
- ...has been engaged by a respected regional financial institution to appoint a Director of Wealth Advisory in Houston, Texas. This executive will lead sales strategy, advisor development, and market expansion while guiding a high-performing team of Wealth Advisors to...
- ...offers a structured path to becoming a wealth manager through licensing and employment... ...and progress tracking Financial Strategy Development: Understand clients' financial objectives... ...comprehensive 120-day hands-on training Virtual University: access to Equitable Advisors...VirtualWork experience placementWork at officeLocal areaFlexible hours
$100.5k - $160.8k
...you will be responsible for business development and new business growth for... ...coordination/partnership with Channel Sales, Channel Programs and our... ...sub-segment strategy execution and defining go-to market approaches... ...health navigation and virtual health, and infertility/...VirtualFull timeFor contractorsLocal areaRemote workMonday to Friday
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Wealth Business Development Sales Executive - Virtual. Be the first to apply!
- business development manager Texas
- business development manager healthcare Texas
- strategy business development manager Texas
- business development manager remote Texas
- global business development manager Texas
- director of new business development Texas
- business development executive Texas
- technical business development manager Texas
- director global business development Texas
- national director of business development Texas



