FINRA Licensed Business Development Director

Job Summary

Owning a defined book of outbound campaigns, the full-time remote FINRA Licensed Business Development Director will proactively source and qualify leads in the wealth management sector while supporting the National Director in closing activities.

Key responsibilities

• Run high-volume outbound prospecting and cold calling to generate qualified leads within the wealth management space
• Assist with pull-through activities on sourced deals, ensuring smooth coordination and follow-through
• Maintain accurate records in HubSpot and prepare for weekly reviews to track performance metrics

Required qualifications

• Prior experience in outbound sales or business development within financial services is required
• Strong familiarity with broker-dealers, RIAs, and distribution channels in the wealth management industry
• Proven track record of high-volume prospecting and cold calling
• Experience managing accounts and pipelines using a CRM, with HubSpot experience preferred
• Bachelor's degree in Business, Finance, Communications, or a related field, or equivalent professional experience