New Business Development Manager

Business Development Manager

Linden Thomas & Company | Charlotte, NC | Full-Time, On-Site

Company Description

Linden Thomas & Company is a Charlotte-based wealth management firm providing customized investment strategies and financial services to individuals, families, and institutions. The firm emphasizes disciplined investment management, long-term client relationships, and a commitment to delivering exceptional client service.

Role Description

Linden Thomas & Company is seeking a Business Development Manager focused on generating leads, cold calling, outbound prospecting, and developing new client relationships. Responsibilities include researching prospects, building targeted contact lists, managing sales pipelines, scheduling meetings, and working with the firm’s advisors to acquire new clients. The ideal candidate is organized, persistent, self-motivated, and comfortable with high-volume outbound sales activity.

Key Responsibilities

• Conduct daily outbound cold calls to prospective clients, business owners, executives, and other qualified individuals.
• Research and develop targeted prospect lists using databases, LinkedIn, and other lead-generation resources.
• Identify new business opportunities through direct outreach, referrals, networking, and prospecting campaigns.
• Build and maintain an organized pipeline of prospective clients and qualified opportunities.
• Initiate conversations with prospects, communicate the firm’s services, and schedule introductory meetings.
• Maintain accurate CRM records, including contact information, call activity, follow-up schedules, and pipeline status.
• Develop and execute consistent follow-up strategies to advance prospective client relationships.
• Work closely with financial advisors and firm leadership to move qualified prospects through the client acquisition process.
• Track and report sales activity, including outbound calls, new leads, qualified meetings, pipeline growth, and new business generated.
• Meet established individual performance goals and contribute to the firm’s overall business development objectives.

Qualifications

• Comfortable handling rejection, maintaining consistent outreach activity, and following up with prospects. 
• Demonstrated work ethic and willingness to put in the hours necessary to meet and exceed sales objectives.
• Strong verbal communication skills and the ability to engage prospective clients professionally.
• Ability to effectively cold call, prospect, and identify and develop new business opportunities.
• Experience in business development, outbound sales, lead generation, or a related field preferred but training will be offered.
• Demonstrated experience with cold calling, prospecting, and developing new
• General understanding of building prospect lists and managing an active sales pipeline.
• Proficiency with CRM systems, Microsoft Office, and prospecting tools.
• Strong organizational skills and attention to detail.
• Ability to work independently, manage daily sales activity, and meet established performance expectations.
• Experience in financial services, wealth management, or B2B sales valuable but not required.
• Bachelor’s degree preferred.

Position Expectations

This position is focused on individual production rather than employee management. The Business Development Manager will be expected to spend a significant portion of each workday prospecting, making outbound calls, researching potential clients, and developing new business opportunities.

• Performance will be evaluated based on consistent sales activity, qualified lead generation, meetings scheduled, pipeline development, and contribution to new client acquisition.

Tagged as: Pipeline Management