Role Overview
As a Director on our Advisor Business Development team, you’ll build relationships with experienced financial advisors and teams, guiding them from first conversation to signed agreement.
What You Will Do
Source and engage established advisors and teams, own the full recruiting cycle, understand each advisor’s practice economics, and deliver against annual AUM targets.
Why It Might Be a Fit
You’ll work alongside some of the brightest minds in fintech, have a ground-floor opportunity at a fast-scaling startup, and chart your own growth path as we expand.
Requirements
- 5+ years of sales or business development experience
- consistent record of exceeding quota
- experience running multi-stakeholder sales cycles
- motivated by a high-variable comp structure
- Bachelor’s degree
Benefits
- Competitive comp package
- Uncapped commission potential
- Full health benefits
- 401(k) matching & Roth IRA options
- Unlimited PTO
To apply for this job please visit job-boards.greenhouse.io.

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