Flourish
Financial Technology
DirectorofBusinessDevelopment
Neural analysis suggests this role is
optimal for Director candidates.
“Director of Business Development at Flourish. Skills: Business development, Client relationships, Revenue generation. Own and manage client relationships. Manage sales process”
What You'll Achieve.
Grow adoption of products; Bring new firms onto platform
Industry & Context.
Exercise judgment; Analysis
Travel frequently, Less than 50% travel, Fingerprint background check
What They're Looking For.
Must Have
Bachelor's degree, 8+ years sales experience, Financial sales background, Series 7 or willingness to get Series 7, Pass fingerprint background check
Nice to Have
Experience in financial technology, Experience working with RIAs, Experience working as part of a fast-moving team, Experience selling to wealth managers, Experience at a wealth management firm
What You'll Do.
Own and manage client relationships
Manage client activation
Manage client adoption
Interact with key clients
Resolve complex issues
Develop coverage strategy
Identify new business opportunities
Originate new business opportunities
Manage sales pipeline
Develop product strategy
Develop functional strategy
Share client feedback
Champion business opportunities
Develop strategies for growth
Contribute to sales efforts
How You'll Work.
Team & Collaboration
Partner across organization; Collaborate with marketing; Collaborate with data team; Collaborate with relationship management
Communication Scope
Skilled communicator; Verbal communication; Written communication
Full Job Description
Since 2017, Flourish has been on a mission to help financial advisors evolve from holistic advice to holistic implementation to better serve their clients and grow their businesses. We focus on independent Registered Investment Advisors (RIAs), delivering financial products that advisors can’t easily access today through beautiful, scalable, and easy-to-use technology. Today, we work with over 1,100 RIAs that collectively represent more than $2.6T in assets under management across two products: Flourish Cash and Flourish Lending. Headquartered in New York City, we are an independently-operating, wholly-owned subsidiary of MassMutual Life Insurance Company. Read on if you are interested in joining a dynamic, highly-collaborative, rapidly-growing startup—backed by the support and stability of a Fortune 500 company. About You With a passion for sales, finance and technology, you are looking to join a collaborative sales team within a fast-paced startup environment. You are an extremely skilled communicator, both verbally and in writing, and your excellent people skills make you a natural relationship builder. You are organized and can manage multiple work streams in parallel while continuously prioritizing what’s most important. You are a high-output, self-motivated self-starter, able to learn fast and execute while also thriving within a collaborative, team oriented environment. You are excited to join a fast-paced, financial technology startup, and are motivated by the prospect of joining our sales team. You will be able to seamlessly own and maintain existing relationships with existing Flourish clients, while also being ready to build new relationships with a growing client base of independent RIAs. About the Role As a Director of Business Development, you will play a key role on our sales team, working with RIAs to both grow adoption of our products within our existing client base and to bring new firms onto the platform. You’ll work independently to own and manag
Applying for this Director of Business Development role?
Most applicants get filtered before a human reads their resume. See if yours makes the cut.
How to Apply on Greenhouse
- Create a Greenhouse profile before applying — it saves time across multiple applications.
- Upload your resume as a PDF; the parser handles it better than Word.
- Answer all knockout questions carefully — wrong answers auto-reject before a human sees you.
- Enable email notifications to track application status in real time.
ANONYMOUS · UNFILTERED
What do employees actually say about Flourish?
Real rants from real employees. Read before you apply.