FINRA Licensed Business Development Director

Job Summary

To support a growing wealth management practice, the full-time remote FINRA Licensed Business Development Director will manage outbound prospecting campaigns, qualify leads, and assist in closing deals while collaborating with marketing and RevOps teams.

Key responsibilities

• Run proactive outbound prospecting and cold calling to generate leads within the wealth management sector
• Assist the National Director with pull-through activities on sourced deals, ensuring timely follow-up and coordination
• Maintain accurate records in HubSpot, taking ownership of outbound activities and pipeline contributions

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
• Demonstrated track record of high-volume prospecting and cold calling
• Experience managing a full book of accounts within a CRM, with HubSpot experience preferred
• Bachelor's degree in Business, Finance, Communications, or a related field, or equivalent professional experience