Director of Business Development

The role

You will own and manage client relationships from end-to-end to grow product adoption and bring new firms onto the platform. You will work with RIAs, manage the sales pipeline, and partner across the organization to develop growth strategies.

What you will do

• Own and manage client relationships from end-to-end
• Interact with key clients to understand and resolve complex issues
• Partner with the relationship management team to develop a coverage strategy
• Identify and originate new business opportunities
• Manage the sales pipeline and relationships using CRM
• Collaborate on the development of product and functional strategy
• Travel for sales pitches and conferences
• Stay current on general trends in the financial industry and wealth management
• Maintain excellent communication with internal stakeholders
• Exercise judgment and analysis to arrive at recommendations

Required qualifications

• Bachelor’s degree
• 8+ years of related sales experience
• Background in financial sales
• Either have a Series 7 or willingness to get a Series 7 within 60 days of joining
• Remote based in the western half of the US including Texas, Colorado, Arizona or California
• Experience working with Retirement Investment Advisors

Nice to have

• experience in financial technology
• 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

Benefits

• competitive salaries
• bonus and incentive opportunities

Before you apply

• candidates must be able to pass a fingerprint background check to qualify as a fingerprinted person under FINRA
• additional regulatory screenings may apply, including a review of Form U5 disclosures and other relevant licensing information

About the company

Flourish helps financial advisors evolve from holistic advice to holistic implementation through scalable technology. It is an independently-operating, wholly-owned subsidiary of MassMutual Life Insurance Company.