Director of Business Development

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🔥 0 minutes ago

🌵 Arizona, California, +2 more states – Remote

🌵 Arizona – Remote 🏄 California – Remote ⛰️ Colorado – Remote 🤠 Texas – Remote

💵 $167.8k - $220.2k / year

⏰ Full Time

🔴 Lead

💰 Business Development (BDR)

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Flourish

WebsiteLinkedInAll Job Openings

51 - 200 employees

💸 Finance

💳 Fintech

🤝 B2B

Finance • Fintech • B2B

Flourish is a company that develops tools to empower financial advisors to extend their services beyond traditional portfolio management and offer solutions for various aspects of their clients' financial lives. Their focus is on enhancing the capabilities of financial advisors, enabling them to provide comprehensive financial services.

📋 Description

• 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 complex issues related to the platform • Partner with our relationship management team to develop 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 develop and maintain internal reporting tools • Collaborate on the development of product and functional strategy for Flourish • Willingness to travel for sales pitches and conferences (<50% travel) • Stay current on general trends in the financial industry, and specifically within wealth management • Maintain excellent communication with internal Flourish stakeholders • Exercise considerable judgment and analysis to arrive at recommendations and/or conclusions

🎯 Requirements

• Bachelor’s degree • 8+ years of related 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 within 60 days of joining • Experience working with Retirement Investment Advisors. • Candidates must be able to pass a fingerprint background check to qualify as a fingerprinted person under FINRA. For roles requiring registration, additional regulatory screenings may apply, including a review of Form U5 disclosures and other relevant licensing information.

🏖️ Benefits

• Competitive salaries • Bonus and incentive opportunities