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Founding Senior Business Development Manager, Wealth (Remote)

Forbes Advisor

Founding Senior Business Development ManagerForbes Advisor is seeking a Founding Senior Business Development Manager to help build and scale Wealthroute, our financial advisor lead-generation business.This is a hands-on, full-cycle sales role focused primarily on building partnerships with Registered Investment Advisor (RIA) firms and other wealth management organizations across the United States.As the founding business development hire for Wealthroute, you will not only own the sales cycle from prospecting through signed agreement and activation, but also help shape the partner acquisition strategy, sales process, messaging, targeting, and operating model as the business grows.The successful candidate will identify and source prospective partners, build a strong pipeline, conduct outreach, lead sales conversations, communicate Wealthroute's value proposition, negotiate commercial terms, and drive prospects through signed agreement and activation.This is an opportunity for an experienced business development professional to have an outsized impact on an early-stage growth business and help build a scalable sales function from the ground up. As Wealthroute scales, there may be opportunities to take on broader responsibilities and help build and lead a larger business development organization.Wealthroute connects financial advisory firms with prospective clients generated through high-intent paid search traffic.Our goal is to build a scalable network of high-quality financial advisor partners that can serve consumers looking for professional financial advice while creating a meaningful and growing acquisition channel for participating firms.What You'll DoBuild and Manage the RIA Sales PipelineOwn the Full Sales CycleHelp Build the Wealthroute Sales FunctionDevelop the MarketPartner InternallyWhat Success Looks LikeBuilding a consistent pipeline of qualified RIA and wealth management prospects.Generating qualified sales meetings.Converting opportunities into signed agreements.Activating new financial advisor partners.Increasing partner capacity available to Wealthroute.Developing a repeatable and scalable partner acquisition process.Improving the effectiveness of the Wealthroute sales playbook over time.Contributing directly to the growth of Wealthroute's revenue and paid media capacity.What We're Looking ForApproximately 3 to 5+ years of B2B sales, business development, partnerships, or related experience.Proven experience owning or materially contributing to a full sales cycle.Strong outbound prospecting and pipeline-building capabilities.Ability to communicate credibly and effectively with senior financial professionals and business owners.Strong executive presence, commercial judgment, and relationship-building skills.Comfortable leading sales conversations, handling objections, negotiating, and closing agreements.Self-directed and highly motivated, with the ability to build pipeline rather than relying exclusively on inbound opportunities.Comfortable helping build processes and structure in an early-stage environment.Strong organizational skills and disciplined pipeline management.Entrepreneurial mindset and interest in helping build a business development function from the ground up.Excellent written and verbal communication skills.Preferred ExperienceExperience in one or more of the following is highly desirable, but direct RIA experience is not required:Registered Investment AdvisorsFinancial AdvisorsWealth ManagementFinancial ServicesFintechFinancial services partnershipsB2B SaaS or other consultative B2B sales environmentsExperience selling to RIAs, financial advisors, wealth management firms, or other sophisticated financial services buyers is a strong advantage.Forbes Advisor provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.#LI-REMOTE #LI-NM1

Vacancy posted 3 days ago
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