Business Development Desk Manager

About the Role

The Business Development Desk is a proactive outbound sales team responsible for general asset gathering and migrating customers into our Concierge program through consolidation of assets. This team serves as brand ambassadors, educating and creating awareness of all available products and solutions to help customers reach their financial goals. The team works closely with all customer-facing teams to ensure a white-glove/Concierge experience throughout the onboarding process.

Responsibilities

• Lead, coach, and develop a team of Onboarding Specialists, driving high performance, new asset acquisition, and professional growth.
• Ensure all team goals are met/exceeded, including gross deposits (COV), agent productivity (opportunities worked), and limiting/addressing Compliance infractions.
• Oversee customer interactions, ensuring compliance with RegBI, telemarketing rules, and internal policies.
• Create a culture of high performance while reinforcing policies, supervisory procedures, and regulatory standards.
• Partner cross-functionally with customer-facing teams, product, compliance, legal, and external service providers to improve workflows, expand capabilities, and enhance the customer experience.
• Monitor and improve team performance through data, coaching, and process optimization, identifying opportunities to scale impact efficiently.
• Ensure high-quality documentation and adherence to firm and regulatory standards across all customer interactions.
• Support escalation management and complex customer situations, providing guidance and oversight.
• Drive initiatives to increase customer engagement, including asset consolidation, product adoption, and deeper relationship development.
• Foster a customer-first mindset, promoting empathy, clarity, and trust in all client interactions.

Qualifications

• Clean U5.
• Current SIE, Series 7, and 66 licenses.
• Series 24 or 9/10.
• 5+ years of experience in sales coaching/leadership or related financial services roles.
• Ability to guide agents through the sales process and develop their skills in uncovering assets through consultative engagement.
• Experience with sales coaching and supervision/oversight.
• Demonstrated ability to support asset consolidation, deepen client relationships, and increase engagement with financial products in a compliant, customer-first manner.
• Commitment to acting in the customer’s best interest while adhering to all regulatory requirements.
• Ability to thrive in a dynamic and evolving environment, with a constant drive to increase and enhance the value of our offering.
• Willingness and aptitude to leverage AI tools to enhance productivity and drive innovation.

Location

This role is based in our Denver, CO, or Westlake, TX, office(s), with in-person attendance expected 5 days per week. Local travel may be required to meet with customers and participate in in-person events.

Pay

Base pay for the successful applicant will depend on a variety of job-related factors, which may include education, training, experience, location, business needs, or market demands. The expected base pay range for this role is based on the location where the work will be performed and is aligned to one of 3 compensation zones:

• Zone 1 (Menlo Park, CA; New York, NY; Bellevue, WA; Washington, DC): $123,000—$145,000 USD
• Zone 2 (Denver, CO; Westlake, TX; Chicago, IL): $109,000—$128,000 USD
• Zone 3 (Lake Mary, FL; Clearwater, FL; Gainesville, FL): $96,000—$113,000 USD

In addition to the base pay range, this role is also eligible for bonus opportunities, equity, and benefits.