Founding Senior Business Development Manager

🕒 September 29

🇺🇸 United States – Remote

⏰ Full Time

🟠 Senior

💰 Business Development (BDR)

👻 Ghost score 10%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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Forbes Advisor

WebsiteLinkedInAll Job Openings

201 - 500 employees

Founded 1917

🛡️ Insurance

💼 Consulting

✈️ Travel

Insurance • Consulting • Travel

Forbes Advisor is an online consumer finance and product advice platform operated by Forbes Media. It provides independent news, reviews, comparisons, guides and calculators across personal finance topics — including credit cards, banking, mortgages, loans, insurance, investing, taxes and cryptocurrency — to help consumers make informed financial decisions. The site monetizes through advertising, sponsored placements and affiliate partnerships while maintaining an editorial team that produces analysis, rankings and how-to content.

📋 Description

• Identify and source prospective RIA firms and wealth management partners across the United States • Build and expand target account lists using resources, prospecting tools, industry research, referrals, and other sourcing methods • Prioritize prospective partners based on fit, capacity, business model, and growth potential • Maintain an organized and actionable sales pipeline • Develop a repeatable sourcing approach • Conduct outbound prospecting through email, phone, LinkedIn, referrals, and other channels • Generate qualified meetings with prospective RIA and wealth management firms • Lead discovery and sales conversations • Communicate the Wealthroute value proposition and explain how the program helps firms acquire prospective clients • Understand partner needs, economics, capacity, and potential objections • Manage follow-up and progress opportunities through the sales process • Negotiate commercial terms with internal leadership • Drive opportunities through signed agreement and initial activation • Coordinate handoff to account management or operations after launch • Define and refine the Wealthroute sales playbook • Develop best practices for targeting, outreach, qualification, pitching, objection handling, negotiation, and partner activation • Test and improve messaging based on market feedback • Establish processes, tools, and reporting for sales pipeline management • Identify scalable and repeatable partner acquisition opportunities • Contribute to the future Business Development organization • Build understanding of the RIA and wealth management ecosystem • Identify new segments, partner profiles, and sourcing opportunities • Develop relationships across the financial advisor community • Gather partner feedback and communicate market insights to the Wealthroute team • Refine messaging, positioning, partner requirements, and commercial approach • Report directly to the Head of Financial Services Owned Products • Collaborate with leadership on commercial strategy, target accounts, pricing, and partner prioritization • Coordinate with Marketing and Paid Search teams on partner capacity and growth requirements • Work with Operations and internal teams on partner onboarding and activation • Provide regular reporting on pipeline, meetings, agreements, partner feedback, and sales performance

🎯 Requirements

• Approximately 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 • Experience in financial services, fintech, financial services partnerships, B2B SaaS, or consultative B2B sales environments is highly desirable • Experience selling to RIAs, financial advisors, wealth management firms, or other sophisticated financial services buyers is a strong advantage

🏖️ Benefits

• Equal employment opportunities and nondiscrimination protections • Compensation and training covered under equal employment policy