Business Development Manager

. Win at least 2 new advisor or TPA relationships per month through outreach and the existing pipeline .

Posted 9/25/2026full-timeNew York City • New York • United StatesMid-LevelSenior💰 $82,000 per yearWebsite

Key responsibilities & impact

Win at least 2 new advisor or TPA relationships per month through outreach and the existing pipeline
Grow key partner relationships and help each partner bring on around 20 new employer clients per year
Lead responses to competitive pitches, RFPs and complex follow-ups with the wider sales team
Own sales materials, call scripts and BDR playbooks
Maintain sales-cycle guides, process flows and handoffs, serving as the main point of contact with Operations
Design, run and measure email marketing campaigns to advisors and TPAs
Own and administer Pipedrive, including setup, data quality, reporting and automation
Lead and develop a Business Development Representative by setting priorities and coaching on outreach
Build and grow relationships with financial advisors and third-party administrators in the US
Work closely with the VP, Employer Partnerships

What you’ll need

4–7 years in B2B sales or channel partnerships, with a track record of winning new relationships
Experience with financial advisors, TPAs, recordkeepers or the broader retirement plan market is a strong plus
Knowledge of retirement industry concepts (401(k), 403(b), automatic rollovers, ERISA, Safe Harbor rules)
Familiarity with the RIA landscape and how advisors build their practices
Comfort operating in a small, fast-moving team
Strong writing skills for sales materials, pitches and email campaigns
Hands-on CRM administration experience (Pipedrive, Salesforce or HubSpot)
Data-driven approach to pipeline and campaigns
Experience coaching or managing a junior team member is a plus