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. What You'll Do 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. Who This Role Is For 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) Why This Stands Out 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 !