Note: The job is a remote job and is open to candidates in USA. Forbes Advisor helps readers make informed decisions through trusted advice and guidance across consumer and financial topics. The Founding Senior Business Development Manager will build and scale Wealthroute’s financial advisor lead-generation business by developing RIA and wealth management partnerships, owning the full sales cycle, and creating a scalable partner acquisition function.
Responsibilities
- Identify and source prospective RIA firms and wealth management partners across the United States
- Build and continuously expand a target account list using existing Forbes Advisor 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 that can scale as Wealthroute grows
- 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
- Clearly communicate the Wealthroute value proposition and explain how the program can help firms acquire new prospective clients
- Understand partner needs, economics, capacity, and potential objections
- Manage follow-up and move opportunities efficiently through the sales process
- Negotiate commercial terms in coordination with internal leadership
- Drive opportunities through signed agreement and initial activation
- Coordinate a smooth handoff to the appropriate account management or operating team following launch
- Help 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
- Help establish the processes, tools, and reporting needed to manage the sales pipeline effectively
- Identify opportunities to make the partner acquisition process more scalable and repeatable
- Contribute to the design of the future Business Development organization as Wealthroute grows
- Build a strong understanding of the RIA and wealth management ecosystem
- Identify new segments, partner profiles, and sourcing opportunities
- Develop relationships across the financial advisor community
- Gather feedback from prospective partners and communicate market insights back to the Wealthroute team
- Help refine messaging, positioning, partner requirements, and the overall commercial approach based on market feedback
- Report directly to the Head of Financial Services Owned Products
- Work closely with leadership on commercial strategy, target accounts, pricing, and partner prioritization
- Coordinate with Marketing and Paid Search teams to understand partner capacity and growth requirements
- Work with Operations and other internal teams to support partner onboarding and activation
- Provide regular reporting on pipeline, meetings, agreements, partner feedback, and sales performance
Skills
- 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 one or more of the following is highly desirable, but direct RIA experience is not required:
- Registered Investment Advisors
- Financial Advisors
- Wealth Management
- Financial Services
- Fintech
- Financial services partnerships
- B2B SaaS or other consultative B2B sales environments
- Experience selling to RIAs, financial advisors, wealth management firms, or other sophisticated financial services buyers is a strong advantage
Benefits
- Remote work arrangement
- Opportunity to help shape Wealthroute's partner acquisition approach and build processes for future team members
- As the business scales, there may be an opportunity for the role to expand into broader commercial or leadership responsibilities based on performance and the needs of the business.
Company Overview