Business Development - Financial Channel

About the role

GTM is seeking a dynamic and relationship-driven Business Development professional to build and expand strategic partnerships with CPAs, accounting firms, and family offices to drive referrals and increase conversion rates for our household division. This role is ideal for a polished professional who thrives in consultative environments and can position GTM's household services as a trusted extension of financial advisory offerings. You'll play a key role in driving high-value referrals, strengthening partner relationships, and elevating GTM's presence within the accounting and advisory community.

Responsibilities

• Develop and execute a targeted strategy to grow referral partnerships with CPA firms and family offices to increase referrals to our household division
• Build and manage a pipeline of active and prospective partners
• Conduct outreach via phone, email, and in-person meetings to establish new relationships
• Maintain ongoing partner engagement through regular check-ins and strategic touchpoints
• Deliver CPE presentations (virtual and in-person) to educate partners on GTM services
• Position GTM as a value-added solution that enhances client offerings
• Provide partners with insights, tools, and resources to better serve their clients
• Track referral activity, conversion rates, and overall channel performance
• Collaborate with internal teams to ensure a seamless referral and client experience
• Represent GTM at industry events, conferences, and networking opportunities
• Partner with Marketing on campaigns and content tailored to the accounting audience
• Maintain accurate partner activity records in CRM systems

Requirements

• Bachelor's degree required
• 5+ years of experience in business development, partnerships, or marketing
• Experience in payroll, tax, insurance, HR, or related industries preferred
• Experience with consultative sales or phone-based outreach is a plus

Skills

• Strong communication and relationship-building skills
• Ability to influence, consult, and overcome objections
• High attention to detail and strong organizational skills
• Ability to manage multiple priorities and partnerships simultaneously
• Proficiency with Microsoft Office and CRM platforms

What sets you apart

• Executive presence and ability to build trust with financial professionals
• Experience presenting to professional audiences (CPE or similar)
• Strategic mindset with a focus on long-term partnership growth
• High level of professionalism and business acumen

Benefits

• Opportunity to build and own a high-impact partner channel
• Collaborative, growth-focused environment
• Visibility with leadership and key industry stakeholders
• Competitive compensation and benefits package