Director of Business Development

About the Company

Flourish helps financial advisors evolve from holistic advice to holistic implementation. We focus on independent Registered Investment Advisors (RIAs), delivering financial products through scalable and easy-to-use technology. Flourish is an independently-operating, wholly-owned subsidiary of MassMutual Life Insurance Company.

Responsibilities

• Own and manage client relationships from end-to-end, from sourcing to client activation and adoption
• Interact with key clients to understand and resolve complex platform issues
• Partner with the relationship management team to develop coverage strategies
• Identify and originate new business opportunities through independent efforts or marketing partnerships
• Manage the sales pipeline and relationships using CRM
• Collaborate on the development of product and functional strategy
• Travel for sales pitches and conferences (less than 50% travel)
• Stay current on financial industry and wealth management trends

Requirements

• Bachelor’s degree
• 8+ years of related sales experience
• Background in financial sales required
• Experience working with Registered Investment Advisors
• Series 7 license or willingness to obtain within 60 days
• Ability to pass a FINRA fingerprint background check
• Based in the western half of the US (TX, CO, AZ, or CA)

Preferred Qualifications

• Experience in financial technology
• Experience selling to wealth managers or working at a wealth management firm
• Experience working in fast-moving teams with minimal guidance
• High level of comfort with technology