Founding Senior Business Development Manager, Wealth (Remote)

The posting, as Forbes Advisor wrote it

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About the Role
Forbes Advisor is seeking a Founding Senior Business Development Manager to help build and scale Wealthroute, our financial advisor lead-generation business.
This is a hands-on, full-cycle sales role focused primarily on building partnerships with Registered Investment Advisor (RIA) firms and other wealth management organizations across the United States.
As the founding business development hire for Wealthroute, you will not only own the sales cycle from prospecting through signed agreement and activation, but also help shape the partner acquisition strategy, sales process, messaging, targeting, and operating model as the business grows.
The successful candidate will identify and source prospective partners, build a strong pipeline, conduct outreach, lead sales conversations, communicate Wealthroute’s value proposition, negotiate commercial terms, and drive prospects through signed agreement and activation.
This is an opportunity for an experienced business development professional to have an outsized impact on an early-stage growth business and help build a scalable sales function from the ground up. As Wealthroute scales, there may be opportunities to take on broader responsibilities and help build and lead a larger business development organization.

About Wealthroute
Wealthroute connects financial advisory firms with prospective clients generated through high-intent paid search traffic.
Our goal is to build a scalable network of high-quality financial advisor partners that can serve consumers looking for professional financial advice while creating a meaningful and growing acquisition channel for participating firms.

What You’ll Do
Build and Manage the RIA Sales Pipeline

• Identify and source prospective RIA firms and wealth management partners across the United States.
• Build and continuously expand a target account list using existing Forbes Advisor resources, prospecting tools, industry research, referrals, and other sourcing methods.
• Prioritize prospective partners based on fit, capacity, business model, and growth potential.
• Maintain an organized and actionable sales pipeline.
• Develop a repeatable sourcing appro

[…]
sing agreements.

• Self-directed and highly motivated, with the ability to build pipeline rather than relying exclusively on inbound opportunities.
• Comfortable helping build processes and structure in an early-stage environment.
• Strong organizational skills and disciplined pipeline management.
• Entrepreneurial mindset and interest in helping build a business development function from the ground up.
• Excellent written and verbal communication skills.

Preferred Experience

• Experience in one or more of the following is highly desirable, but direct RIA experience is not required:
• Registered Investment Advisors
• Financial Advisors
• Wealth Management
• Financial Services
• Fintech
• Financial services partnerships
• B2B SaaS or other consultative B2B sales environments

Experience selling to RIAs, financial advisors, wealth management firms, or other sophisticated financial services buyers is a strong advantage.

Growth Opportunity
This is a founding commercial role within Wealthroute. The person joining will have the opportunity to help shape how the business approaches partner acquisition and to build many of the processes that future team members may use.
As the business scales, there may be an opportunity for the role to expand into broader commercial or leadership responsibilities based on performance and the needs of the business.

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This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
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