BDR Manager

We're partnering with a well‑established, advisor‑focused financial technology platform that has already achieved meaningful scale - and is now ready for the next phase of growth. The company works with over a thousand independent advisory firms, supports trillions in client assets, and operates with the pace and autonomy of a startup while offering the stability, benefits, and professionalism of a much larger financial organization.

They're now looking for a Business Development Manager to take ownership of their business development function and help shape what comes next. This is a true people‑leadership role, not a player‑coach position. You'll lead a small but growing team of Business Development Representatives and be responsible for building the structure, rhythm, and culture that enables consistent, high‑quality pipeline generation.

The foundation is there - what's needed now is a thoughtful, experienced leader who knows how to design systems, motivate people, and scale a team the right way.

• Lead, coach, and develop a team of BDRs with a strong focus on performance, growth, and long‑term career development
• Set clear expectations around activity, conversations, and conversion, and establish meaningful metrics to track progress
• Design and refine outbound strategies, including messaging, cadences, targeting, and use of sales technology
• Spend time in the details - reviewing calls and outreach, providing actionable feedback, and helping reps improve every week
• Hire, onboard, and ramp new team members as the organization scales
• Partner closely with sales, marketing, and leadership to align on goals, pipeline contribution, and go‑to‑market priorities
• Bring organization and structure to a function that still has room to be shaped and improved

You will not be carrying an individual quota or running advisor sales calls. Your impact comes from building a strong team and creating an environment where they can succeed.

• Several years of experience in sales, with time spent managing or leading BDR / SDR teams
• A track record of improving outbound effectiveness through better process, coaching, and tooling
• Experience in fintech, wealth management, or advisor‑facing technology
• Comfort working in an environment that's still evolving, where initiative and ownership are valued
• Strong communication skills and a genuine interest in mentoring and motivating people
• A Series 7 license or openness to obtaining one (Series 63 a plus)
  
  

• Real ownership: You're shaping a function, not inheriting a rigid playbook
• Growth runway: Clear plans to expand the team and opportunity to grow with it
• Competitive compensation: Strong base salary and bonus tied to team success
• Hybrid work model: NYC‑based role with three days per week in the office
• People‑first culture: Collaborative, supportive, and focused on long‑term impact rather than short‑term optics

If you're excited by the idea of leading a growing team, building structure where it matters, and playing a meaningful role in how a sales organization evolves - apply here!