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.

What You'll Do

• 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
• Present 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

What You Bring

• 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

Qualifications

• 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