Business Development Strategist

What You'll Do

• Develop and execute lead generation strategies in partnership with the business development team
• Plan, launch, and optimize advertising and marketing campaigns across relevant channels
• Manage cross-functional projects end to end - spanning sales, marketing, operations, technology, and compliance - keeping timelines and objectives on track
• Design and refine CRM and workflow enhancements that improve sales efficiency, KPI tracking, and data consistency
• Build repeatable processes and automation that increase efficiency and reduce manual work
• Track, analyze, and prepare executive-level reporting that clearly communicates the impact of growth initiatives on pipeline and revenue
• Build and maintain relationships with key stakeholders across business, technical, and compliance functions
• Identify and apply AI tools and automation to work smarter and keep the team ahead of industry trends

What We're Looking For

• Demonstrated experience in business development, growth, marketing operations, or a strategy/operations role - ideally within financial services or another regulated environment
• Strong project-management skills with a proven ability to build and improve processes
• Hands-on experience with CRM systems and modern advertising / lead-generation platforms
• Genuine curiosity and fluency with AI tools and their practical applications
• Comfort working across sales, marketing, operations, and compliance functions
• Excellent communication and collaboration skills, with a proactive, can-do mindset

Why This Role

• This is a high-visibility, high-impact position with a clear growth path for the right person
• You'll work directly with leadership, own initiatives that move the business forward, and have the opportunity to grow into broader strategy and operations leadership over time

Compensation

• Competitive salary and performance-based bonuses
• Opportunities for professional development and growth within the company
• Access to exclusive trading resources and educational content
• Flexible work environment with options for remote work
• Health, dental, and vision insurance
• Paid time off and company holidays
• 401k and Healthcare Benefits included