Business Development Manager

This is a remote position.

The BDM will be responsible for creating and closing sales pipelines, acquiring new clients, and managing a portfolio that contributes to significant revenue generation. Success in this role is directly tied to the ability to identify opportunities, build relationships with prospects, and convert them into high-value clients.

Key Responsibilities:

Sales Pipeline Creation & Management:

• Actively prospect new clients through cold calling, networking, and industry events.
  

• Build and manage a pipeline of High Net Worth Individuals (HNWIs), corporate clients, investment funds, and family offices.
  

• Identify new business opportunities by understanding client needs and offering tailored financial solutions.
  

• Maintain communication with prospects, following up and moving leads through the sales pipeline to closure.
  

• Convert leads into active clients, with a strong focus on driving deposits, account activations, and trading volumes.
  

Client Acquisition & Revenue Generation:

• Lead client acquisition efforts by closing new business deals and fostering long-term relationships.
  

• Close high-value deals through persuasive presentations and negotiations, ensuring clients align with the firm's products and services.
  

• Take ownership of the sales cycle from initial contact to client onboarding.
  

• Exceed monthly and quarterly sales targets by acquiring new accounts and driving revenue from existing clients.
  

• Upsell and cross-sell financial products to increase revenue growth.
  

Account Management & Expansion:

• Manage and grow a portfolio of clients, ensuring their needs are met and their investments are optimized.
  

• Engage with clients regularly to offer insights and strategies, maintaining high satisfaction and retention.
  

• Reactivate dormant accounts and foster trust to grow existing client relationships.
  

Market Outreach & Networking:

• Search for new business opportunities, building relationships with key decision-makers.
  

• Attend relevant seminars, workshops, and networking events to increase visibility and generate new leads.
  

• Engage in targeted outreach to refine sales techniques and improve conversion rates.
  

Sales Reporting & Performance Tracking:

• Report on sales activities, pipeline progress, and deal closures to ensure alignment with overall sales goals.
  

• Track performance against sales KPIs and adjust strategies to stay on target.
  

• Use CRM tools to manage leads, client interactions, and document sales activities.
  

Requirements

• At least 2-years of proven experience in a sales-driven role, particularly within the financial services sector.
  

• Demonstrated success in building and closing sales pipelines, consistently achieving revenue targets.
  

• A well-established network of investors, corporate clients, and financial decision-makers.
  

• Strong communication, negotiation, and presentation skills, with the ability to close deals.
  

• Ability to thrive in a performance-driven, fast-paced environment.
  

Desired Skills & Attributes:

• Sales-Driven: Strong track record of exceeding sales targets, focusing on new client acquisition and closing deals.
  

• Proactive & Persistent: Continuously seeking new leads and opportunities, managing and expanding client portfolios.
  

• Client-Focused: Skilled in developing personalized solutions and building long-term, trust-based relationships.
  

• Results-Oriented: Consistently achieving goals, demonstrating a hunger for success, and managing a high volume of prospects and clients.
  

• Entrepreneurial Mindset: Taking ownership of client base and pipeline while identifying innovative ways to drive sales and growth.
  

What Success Looks Like in 12 Months:

• Built a strong pipeline of prospects and converted them into high-value clients, consistently exceeding revenue targets.
  

• Expanded the client portfolio, contributing significantly to the firm's growth by securing new clients and enhancing existing relationships.
  

• Developed a reputation as a results-driven leader in the market, consistently closing deals and driving success.