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forbes-advisor Verified 5d ago

Founding Senior Business Development Manager, Wealth (Remote)

Wilmington, DE On-site

Salary not listed
PaySalary not listed
TypeFull-time
Work settingOn-site
Verified listing

JobFig found this opening at its original source and checks that it remains available.

About the role

Forbes Advisor is seeking a Founding Senior Business Development Manager to help build and scale Wealthroute, our financial advisor lead-generation business. This is a hands-on, full-cycle sales role focused primarily on building partnerships with Registered Investment Advisor (RIA) firms and other wealth management organizations across the United States. As the founding business development hire for Wealthroute, you will not only own the sales cycle from prospecting through signed agreement and activation, but also help shape the partner acquisition strategy, sales process, messaging, targeting, and operating model as the business grows. The successful candidate will identify and source prospective partners, build a strong pipeline, conduct outreach, lead sales conversations, communicate Wealthroute’s value proposition, negotiate commercial terms, and drive prospects through signed agreement and activation. This is an opportunity for an experienced business development professional to have an outsized impact on an early-stage growth business and help build a scalable sales function from the ground up. As Wealthroute scales, there may be opportunities to take on broader responsibilities and help build and lead a larger business development organization.

What you'll bring

  • 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.
  • Wealth Management