Flourish

Financial Technology

DirectorofBusinessDevelopment

$168–220k Texas, United States; Colorado, United States; Arizona, United States; California, United States Remote Friendly
Market Sentiment
HIGH DEMAND

Neural analysis suggests this role is
optimal for Director candidates.

The Brief

“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.

Financial Technology
Problems you'll solve

Exercise judgment; Analysis

Eligibility Requirements

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

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