Director of Business Development
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 manage client conversations from end-to-end, including managing inbound leads and working independently to originate new business opportunities—whether through your own efforts or in partnership with our marketing organization. You’ll partner across the organization to share client feedback, champion innovative business opportunities, and develop new strategies for growth while contributing to the overall sales efforts of Flourish.
As the only member of the sales team based in the western half of the US, you will travel frequently to visit clients and for conferences. You’ll partner across the organization to share client feedback, champion innovative business opportunities, and develop new strategies for growth while contributing to the overall sales efforts of Flourish.
Principal Responsibilities
- Own and manage client relationships from end-to-end, from sourcing to managing the sales process to client activation and adoption
- Interact with key clients to understand and resolve complex issues related to the platform
- Partner with our relationship management team to develop a coverage strategy for existing client relationships
- Identify and originate new business opportunities, whether through your own actions or in partnership with our marketing organization
- Manage the sales pipeline and relationships using CRM and partner with the data team to develop and maintain internal reporting tools
- Collaborate on the development of product and functional strategy for Flourish
- Willingness to travel for sales pitches and conferences (<50% travel)
- Stay current on general trends in the financial industry, and specifically within wealth management
- Maintain excellent communication with internal Flourish stakeholders
- Exercise considerable judgment and analysis to arrive at recommendations and/or conclusions
Minimum Qualifications
- Bachelor’s degree
- 8+ years of related sales experience
- Background in financial sales required, with some experience in financial technology strongly preferred
- Either have a Series 7 or willingness to get a Series 7 within 60 days of joining
- Position is remote based in the western half of the US including Texas, Colorado, Arizona or California, with California strongly preferred
- Experience working with Retirement Investment Advisors
- Due to the nature of this position, as part of the background check process, candidates must be able to pass a fingerprint background check to qualify as a fingerprinted person under FINRA. For roles requiring registration, additional regulatory screenings may apply, including a review of Form U5 disclosures and other relevant licensing information.
Preferred Qualifications
- Experience working as part of a fast-moving team with minimal guidance
- Highly comfortable with technology, both personally and professionally
- Excellent written and verbal communications, both internally and externally
- Strong problem solver and creative, independent thinker
- Energetic, positive and charismatic
- Experience selling to wealth managers or experience at a wealth management firm preferred
At Flourish, we focus on ensuring fair, equitable pay by providing competitive salaries, along with bonus and incentive opportunities and benefits for all employees.
Base Salary Range: $167,800 - $220,200 plus bonus
Disclosures:
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status.
As published by greenhouse
First Name, Last Name, Email, Phone, Resume/CV, Cover Letter
- LinkedIn Profile optional
- Website optional
- 1. Are you legally authorized to work in the United States? choose one
- 2. Are you currently authorized to work in the United States without requiring sponsorship (for example, H-1B, TN, employer based permanent residency), either now or in the future? choose one
- 3. Are you at least 18 years of age? choose one
- 4. Were you employed by a third party providing services to MassMutual in the past 5 years? (incorrect information may affect your benefit eligibility) choose one
- 5. The Company's anti-nepotism policy restricts the hiring of family members of an employee in certain situations. For purposes of the anti-nepotism policy, family members are defined to mean: (a) Your current or former spouse, civil union partner/recognized domestic partner, parents, siblings, children, stepchildren, halfsiblings, grandparents, grandchildren, stepparents and stepsiblings; (b) children-in-law, parents-in-law, siblings-in-law; (c) your parent's sibling's children, parent's siblings or first cousins, if they reside with you; and (d) any unrelated person who you both reside with and are in a relationship with. Do you have any family members employed by Massachusetts Mutual life Insurance Company or any affiliates, including any of the following affiliates? MassMutual International LLC, The MassMutual Trust Company, FSB, MassMutual Global Business Services India LLP, MassMutual Global Business Services Romania SRL, Haven Tech (HITPS), Great American (Glidepath), Barings, Flourish choose one
- 5. (a) If you answered YES to the previous question, please list your family members employed by Massachusetts Mutual Life Insurance Company or affiliates and your relation to them. optional
- 6. Do not disclose erased or expunged convictions. The federal Violent Crime Control and Law Enforcement Act prohibits insurance companies from employing certain convicted felons in the business of insurance, regardless of when the conviction occurred. Have you ever been convicted of a felony involving dishonesty or breach of trust? California applicants only: 'crime' excludes any conviction more than 2 years old for a marijuana-related offense. choose one
- 6. (a) If you answered YES to the previous question, please give details (including dates, locations, etc) below: optional
- By clicking submit, you attest that your application is accurate and complete. choose any
- 8. Receipt of this application does not mean or imply that I will be employed. choose one
- 9. The statements and information furnished by me to the Company, whether in this form or otherwise, are true and complete. I may be refused hire or discharged if at any time the Company discovers any falsification, omission or misrepresentation of fact by me. choose one
- 10. I confirm I am not restricted by any restrictive covenant, non-solicitation provision or agreement not to compete which would impact my being employed or performing duties for the Company. choose one
- 11. I understand that I may be required to sign an inventions and intellectual property, non-solicitation, confidentiality, code of ethics and/or business ethics agreement, as a condition of employment. I understand that if I am engaging in the Company's business I will be required to make and keep accurate regulatory and criminal disclosure information as a condition of employment. choose one
- 12. I understand that employment with the Company is at will, for no fixed period of time. If hired, I will be free to resign at any time. Likewise, the Company will have the right to terminate my employment at any time with or without any reason or notice, except as specifically prohibited by law. No oral representation to the contrary has been made to me and I understand that no employee or representative of the company is authorized to make any such representation now or in the future. choose one
- 13. I agree to conform to the rules, policies and procedures of the Company, including the Code of Conduct, which I acknowledge are subject to change at any time at the sole discretion of the Company. choose one
- 14. (a) I have a close family member (spouse, spouse equivalent, dependent, parent, sibling) employed at or otherwise associated with the Company's outside audit firm (KPMG LLP). choose one
- 14. (b) I was employed by the Company's outside audit firm in the past three years. choose one
- 14. (c) I have a financial or business relationship or affiliation with the Company's outside audit firm or its members (partners, managers). choose one
- 15. I understand that if employed, I will not engage in any outside activity that would create a conflict of interest with my MassMutual duties and will not engage in any personal sales activities, including maintaining or servicing a book of business. choose one