Business Development Leader - CI

Job Title:

General Manager / Business Development Leader

Location:

New York, NY (preferred) or Los Angeles, CA
Hybrid model: 4 days/week in-office, Fridays remote with approval

Company Overview:

Our client is a publicly traded financial services firm with a dynamic and entrepreneurial culture. This role sits within a high-growth division focused on delivering a cutting-edge Marketing Technology (MarTech) platform built specifically for independent financial advisors and RIA firms. Backed by a well-resourced parent company, this division is poised for rapid expansion.

Platform Overview:

The MarTech platform is a customizable content and coaching solution designed to empower financial advisors with modern, scalable marketing tools. With five years of proven results and a rapidly growing user base, the platform has already demonstrated strong product-market fit. The current goal is to grow the user base by 10x over the next 24 months.

Position Summary:

The General Manager / Business Development Leader will own the strategy and execution for scaling the MarTech platform. This individual will lead direct advisor acquisition, form enterprise partnerships with RIA aggregators, optimize go-to-market strategy, and collaborate cross-functionally to enhance the platform’s offerings and user experience. This position reports directly to the CEO.

 

Key Responsibilities:

• Contribute to long-term strategic planning, including potential M&A or exit strategy conversations depending on platform performance.
• Drive new user acquisition through both enterprise partnerships and direct-to-advisor sales.
• Lead product demos, conduct outreach campaigns, and attend key industry events and conferences.
• Oversee marketing initiatives including email campaigns, webinars, paid ads, and social media strategy (in collaboration with internal teams).
• Identify strategic partnership opportunities and execute business development plans to capitalize on them.
• Monitor competitors (e.g., Snappy Kraken, FMG Suite, Brownbridge) and continually refine the platform’s positioning.
• Collaborate with internal departments including content, legal, tech, and finance to support operations and growth.
• Influence platform improvements based on user feedback and competitive analysis.
• Establish and track KPIs—such as demo-to-close ratios, MRR growth, and churn—to ensure continued performance and scale.
   

Qualifications:

• 3–7 years of relevant experience in sales, partnerships, or business development—ideally within SaaS, fintech, or marketing technology.
• Demonstrated success in a high-growth, entrepreneurial or startup environment.
• Strong understanding of the financial advisor market and/or the RIA ecosystem is a significant advantage.
• Excellent communication and relationship-building skills; able to pitch, present, and close deals with confidence.
• Comfortable leading virtual and in-person demos and developing digital acquisition strategies.
• Ability to think strategically while executing tactically across multiple channels and priorities.
   
• Team-first mentality with the flexibility to pivot and adapt in a fast-paced, evolving environment.
   

Compensation & Benefits:

• Base salary: Based on experience
• Performance-based incentives: On-target earnings (OTE) of up to $200,000+
• Long-term incentive opportunity (bonus, equity, or profit-sharing potential based on performance)
• Full corporate benefits package: health insurance, 401(k) with contribution, PTO
• Work closely with senior leadership and CEO
• Collaborative, high-energy work environment with clear opportunity for advancement
   

Career Path & Growth:

This position offers long-term growth potential within the MarTech division and the broader corporate ecosystem. High performers may evolve into senior leadership or strategic roles across the platform’s expanding suite of businesses.

 

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