Director of Business Development

About the role

As a Director of Business Development, you will play a key role on our sales team, working with RIAs to both grow adoption of our products within our existing client base and to bring new firms onto the platform. You’ll work independently to own and manage client conversations from end-to-end, including managing inbound leads and working independently to originate new business opportunities—whether through your own efforts or in partnership with our marketing organization. You’ll partner across the organization to share client feedback, champion innovative business opportunities, and develop new strategies for growth while contributing to the overall sales efforts of Flourish.

Responsibilities

• Own and manage client relationships from end-to-end, from sourcing to managing the sales process to client activation and adoption
• Interact with key clients to understand and resolve complex issues related to the platform
• Partner with our relationship management team to develop a coverage strategy for existing client relationships
• Identify and originate new business opportunities, whether through your own actions or in partnership with our marketing organization
• Manage the sales pipeline and relationships using CRM and partner with the data team to develop and maintain internal reporting tools
• Collaborate on the development of product and functional strategy for Flourish
• Willingness to travel for sales pitches and conferences (50% travel)
• Stay current on general trends in the financial industry, and specifically within wealth management
• Maintain excellent communication with internal Flourish stakeholders
• Exercise considerable judgment and analysis to arrive at recommendations and/or conclusions

Requirements

• Bachelor’s degree
• 8+ years of related sales experience
• Background in financial sales required, with some experience in financial technology strongly preferred
• Either have a Series 7 or willingness to get a Series 7 within 60 days of joining
• Experience working with Retirement Investment Advisors

Qualifications

• Experience working as part of a fast-moving team with minimal guidance
• Highly comfortable with technology, both personally and professionally
• Excellent written and verbal communications, both internally and externally
• Strong problem solver and creative, independent thinker
• Energetic, positive and charismatic
• Experience selling to wealth managers or experience at a wealth management firm preferred

Benefits

At Flourish, we focus on ensuring fair, equitable pay by providing competitive salaries, along with bonus and incentive opportunities and benefits for all employees.

Pay

Base Salary Range: $167,800 - $220,200 plus bonus

Schedule

Remote based in the western half of the US including Texas, Colorado, Arizona or California, with California strongly preferred