Founding Senior Business Development Manager

Forbes Advisor

. Identify and source prospective RIA firms and wealth management partners across the United States .

Posted 9/29/2026full-timeRemote • United StatesSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in B2B Sales and Business Development, with a strong focus on Outbound Prospecting, Pipeline Management, and Relationship Building within the Financial Services sector. Proven ability to negotiate agreements and communicate effectively with senior financial professionals.

Highest-signal resume keywords

B2B Sales ExperienceOutbound ProspectingPipeline ManagementNegotiation SkillsFinancial Services Knowledge

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Sales Cycle ManagementLead GenerationAccount ManagementCommercial JudgmentObjection Handling

Soft Skills

Strong Communication SkillsRelationship BuildingSelf-MotivationOrganizational SkillsExecutive Presence

Tools & Technologies

Sales Pipeline ToolsProspecting ToolsCRM SoftwareEmail Outreach PlatformsLinkedIn

Industry Keywords

RIA FirmsWealth ManagementFinancial AdvisorsFintechB2B SaaS

About the role

Key responsibilities & impact

Identify and source prospective RIA firms and wealth management partners across the United States
Build and expand target account lists using resources, prospecting tools, industry research, referrals, and other sourcing methods
Prioritize prospective partners based on fit, capacity, business model, and growth potential
Maintain an organized and actionable sales pipeline
Develop a repeatable sourcing approach
Conduct outbound prospecting through email, phone, LinkedIn, referrals, and other channels
Generate qualified meetings with prospective RIA and wealth management firms
Lead discovery and sales conversations
Communicate the Wealthroute value proposition and explain how the program helps firms acquire prospective clients
Understand partner needs, economics, capacity, and potential objections
Manage follow-up and progress opportunities through the sales process
Negotiate commercial terms with internal leadership
Drive opportunities through signed agreement and initial activation
Coordinate handoff to account management or operations after launch
Define and refine the Wealthroute sales playbook
Develop best practices for targeting, outreach, qualification, pitching, objection handling, negotiation, and partner activation
Test and improve messaging based on market feedback
Establish processes, tools, and reporting for sales pipeline management
Identify scalable and repeatable partner acquisition opportunities
Contribute to the future Business Development organization
Build understanding of the RIA and wealth management ecosystem
Identify new segments, partner profiles, and sourcing opportunities
Develop relationships across the financial advisor community
Gather partner feedback and communicate market insights to the Wealthroute team
Refine messaging, positioning, partner requirements, and commercial approach
Report directly to the Head of Financial Services Owned Products
Collaborate with leadership on commercial strategy, target accounts, pricing, and partner prioritization
Coordinate with Marketing and Paid Search teams on partner capacity and growth requirements
Work with Operations and internal teams on partner onboarding and activation
Provide regular reporting on pipeline, meetings, agreements, partner feedback, and sales performance

Requirements

What you’ll need

Approximately 3 to 5+ years of B2B sales, business development, partnerships, or related experience
Proven experience owning or materially contributing to a full sales cycle
Strong outbound prospecting and pipeline-building capabilities
Ability to communicate credibly and effectively with senior financial professionals and business owners
Strong executive presence, commercial judgment, and relationship-building skills
Comfortable leading sales conversations, handling objections, negotiating, and closing agreements
Self-directed and highly motivated, with the ability to build pipeline rather than relying exclusively on inbound opportunities
Comfortable helping build processes and structure in an early-stage environment
Strong organizational skills and disciplined pipeline management
Entrepreneurial mindset and interest in helping build a business development function from the ground up
Excellent written and verbal communication skills
Experience in financial services, fintech, financial services partnerships, B2B SaaS, or consultative B2B sales environments is highly desirable
Experience selling to RIAs, financial advisors, wealth management firms, or other sophisticated financial services buyers is a strong advantage

Benefits

Comp & perks

Equal employment opportunities and nondiscrimination protections
Compensation and training covered under equal employment policy