Business Development Desk Manager

Join us in building the future of finance. Our mission is to democratize finance for all. An estimated $124 trillion of assets will be inherited by younger generations in the next two decades—the largest transfer of wealth in human history. If you’re ready to be at the epicenter of this historic cultural and financial shift, keep reading.

About the team + 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 that would help customers reach their financial goals. The team works closely with all customer-facing teams to ensure a truly white-glove/Concierge experience throughout the onboarding process.

In this role, you will lead a team responsible for growing assets and expanding customer relationships at Robinhood. As a Manager of Business Development, you will lead, coach, and develop a team of Onboarding Specialists who support customers throughout their onboarding journey while exploring additional opportunities to consolidate and win more share of wallet. You will oversee and enhance sales pipelines, review opportunities for compliance and oversight, and coach the overall sales process and customer experience. You will drive team strategy, establish operating efficiency, and drive asset growth through pipeline management and ongoing coaching and development of sales agents.

In addition to developing your team, you will partner closely with product, compliance, legal, and external service providers to evolve the Business Development Desk offering, expand pipelines of opportunities, and ensure all customer interactions meet regulatory standards, including RegBI and telemarketing compliance. This is a highly cross-functional leadership role where you will collaborate with customer-facing teams and business partners to increase referrals to the desk and identify operational and account signals to automate opportunities for new business.

This role is based in our Denver, CO or Westlake, TX office(s), with in-person attendance expected 5 days per week. At Robinhood, we believe in the power of in-person work to accelerate progress, spark innovation, and strengthen community. Our office experience is intentional, energizing, and designed to fully support high-performing teams. Local travel may be required to meet with customers and participate in in-person events.

Responsibilities

• Lead, coach, and develop a team of Onboarding Specialists, driving high performance, new assets, and professional growth
• Ensure all team goals are met or exceeded, including gross deposits (COV), agent productivity (opportunities worked), and addressing compliance infractions
• Oversee customer interactions from a team of Onboarding Specialists, 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 where needed
• Drive initiatives to increase customer engagement, including asset consolidation, product adoption, and deeper relationship development
• Bring a strong customer-first mindset, fostering a culture of empathy, clarity, and trust in all client interactions

Requirements

• Clean U5
• Current SIE, Series 7, and 66
• 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

Pay

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

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