Director of Business Development

Principal Responsibilities
Own and manage client relationships from end-to-end, from sourcing to managing the sales process to client activation and adoption
Interact with key clients to understand and resolve complex issues related to the platform
Partner with our relationship management team to develop a coverage strategy for existing client relationships
Identify and originate new business opportunities, whether through your own actions or in partnership with our marketing organization
Manage the sales pipeline and relationships using CRM and partner with the data team to develop and maintain internal reporting tools
Collaborate on the development of product and functional strategy for Flourish
Willingness to travel for sales pitches and conferences (<50% travel)
Stay current on general trends in the financial industry, and specifically within wealth management
Maintain excellent communication with internal Flourish stakeholders
Exercise considerable judgment and analysis to arrive at recommendations and/or conclusions
Minimum Qualifications
Bachelor’s degree
8+ years of related sales experience
Background in financial sales required, with some experience in financial technology strongly preferred
Either have a Series 7 or willingness to get a Series 7 within 60 days of joining
Position is remote based in the western half of the US including Texas, Colorado, Arizona or California, with California strongly preferred
Experience working with Retirement Investment Advisors
Due to the nature of this position, as part of the background check process, candidates must be able to pass a fingerprint background check to qualify as a fingerprinted person under FINRA. For roles requiring registration, additional regulatory screenings may apply, including a review of Form U5 disclosures and other relevant licensing information.
Preferred Qualifications
Experience working as part of a fast-moving team with minimal guidance
Highly comfortable with technology, both personally and professionally
Excellent written and verbal communications, both internally and externally
Strong problem solver and creative, independent thinker
Energetic, positive and charismatic
Experience selling to wealth managers or experience at a wealth management firm preferred
At Flourish, we focus on ensuring fair, equitable pay by providing competitive salaries, along with bonus and incentive opportunities and benefits for all employees.

Base Salary Range: $167,800 - $220,200 plus bonus

Skills Required
Bachelor's degree
8+ years of related sales experience
Background in financial sales
Some experience in financial technology
Series 7 or willingness to obtain Series 7 within 60 days
Remote based in the western half of the US (TX, CO, AZ, CA); California strongly preferred
Experience working with Retirement Investment Advisors
Able to pass fingerprint background check to qualify as a fingerprinted person under FINRA; additional regulatory screenings may apply
Experience selling to wealth managers or experience at a wealth management firm
Experience working as part of a fast-moving team with minimal guidance
Highly comfortable with technology
Excellent written and verbal communication skills