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US

  • Leverage established custodian referral channel network to increase market share and grow the firm's book of business.
  • Develop and maintain prospective client relationships through high-touch, white glove service.
  • Own the full sales cycle from lead generation through closed business.

Salesforce Microsoft Office Business Development Sales Financial Services

20 jobs similar to Regional Vice President - Business Development

Jobs ranked by similarity.

US

  • Oversee lead qualification-to-close processes from direct and affiliate marketing channels.
  • Manage and grow the Client Development team, including business development reps qualifying leads and inside sellers quarterbacking close.
  • Partner with the Wealth Advisory team to execute winning sales motions and introduce prospects to advisors.

Focus Partners Wealth is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships. Their team of advisors works collectively to deliver personalized wealth planning strategies across local communities, placing their clients’ values, goals, motivations, and priorities at the heart of everything they do.

US

  • Leading Client Development function, driving lead qualification, pipeline conversion, and revenue growth.
  • Overseeing a team of business development representatives (“specialists”) responsible for qualifying leads.
  • Matching prospective clients with the appropriate financial professionals.

Focus provides access to best practices, greater resources, and continuity planning for its affiliated advisory firms, which serve individuals, families, employers, and institutions with comprehensive financial services. Focus firms and their clients benefit from the solutions, synergies, scale, economics, and best practices offered by Focus to achieve their business objectives.

UK

Lead Midlands go-to-market activity, working with central marketing to deliver aligned campaigns and events. Represent CP Wealth at regional client events and networking sessions, ensuring strong follow-up. Build strong relationships with high-net-worth individuals, referral partners, and professional networks.

Cooper Parry Wealth is a financial planning firm in the UK that has flipped the traditional model on its head to do things differently.

$117,250–$137,500/yr
US

  • You will lead business development efforts targeting the buy-side investment community, driving revenue growth.
  • Responsible for managing a high-performing sales pipeline and building strong relationships with hedge funds, mutual funds, and private equity clients.
  • Engage directly with clients through calls, presentations, and meetings, while mentoring your team to achieve aggressive sales targets.

This position is posted by Jobgether on behalf of a partner company, they use an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly.

$117,250–$137,500/yr
US

  • Lead business development efforts targeting hedge funds, mutual funds, and private equity clients.
  • Manage a dynamic sales pipeline and build senior-level client relationships.
  • Contribute to the development of innovative products that address evolving market needs.

Jobgether uses an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements.

North America 4w PTO

  • Focus on bringing brand-new high-net-worth clients ($500K+) into Wealthsimple.
  • Create human-first sourcing strategies to acquire and anchor new clients, with the potential to close $50M+ in new assets annually.
  • Evolve systems, processes, and culture in Wealth Management, creating an innovative, world-class client experience.

Wealthsimple is on a mission to help everyone achieve financial freedom by reimagining what it means to manage your money through smart technology.

$80,000–$140,000/yr
US

Drive the growth of new business and expand client relationships across the residential housing and development sector. Lead sales initiatives for digital solutions and listings services, collaborating with regional leadership to implement strategic plans and maximize market presence. Manage the full sales cycle from prospecting to closing.

Jobgether uses an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements.

US

  • Build and maintain a quality pipeline of opportunities.
  • Secure qualified client meetings through various methods.
  • Maintain a deep understanding of Amplity Med Comm core capabilities.

Amplity is a full-service partner of biopharma companies, delivering flexible and specialized medical and commercial services to maximize resources and improve impact for clients through strategic partnerships and deep therapeutic expertise. Their people-driven, tech-enabled DNA fuels everything they do.

$64,855–$76,300/yr
US

The Retail Account Executive will develop profitable, new business account relationships through merchant services and creates increased profitability from existing accounts. They will identify business opportunities based on knowledge of clients, markets, products, and services. They will also implement and maintain an effective referral network and call program to promote sales.

Elavon is wholly-owned by U.S. Bank, which just happens to be one of the world’s most ethical companies that helps its customers and communities thrive.

$119,200–$173,900/yr
US Unlimited PTO

  • Develop and execute territory plans to meet sales goals and quotas.
  • Manage the full sales cycle, from prospecting to closing.
  • Build strong relationships with clients by understanding their needs and delivering solutions.

Daxko powers wellness to improve lives by helping health & wellness facilities operate efficiently and engage their members.

US

  • Acquire net-new Financial Services customers and expand GitLab’s presence across banking, insurance, payments, and fintech organizations.
  • Build and lead complex sales cycles with C-level and senior technical buyers.
  • Generate pipeline through targeted, high-quality prospecting.

GitLab is an open-core software company that develops the most comprehensive AI-powered DevSecOps Platform , used by more than 100,000 organizations.

North America

  • Drives revenue growth and expands market presence across North America.
  • Develops strategic business opportunities, working closely with enterprise clients to deliver tailored solutions.
  • Builds strong relationships with C-level executives, navigating complex sales cycles.

This position is posted by Jobgether on behalf of a partner company.

US

In this role, you will play a crucial part in driving revenue growth while managing relationships with institutional clients. Leverage your expertise to acquire new business as well as service existing clients. Promote the full range of asset management capabilities.

This position is posted by Jobgether on behalf of a partner company and they use an AI-powered matching process to ensure your application is reviewed quickly.

$60,000–$80,000/yr
US

  • Managing outbound prospecting efforts through outreach sequences, calls (150+ daily), and emails.
  • Qualifying a small portion of inbound leads generated by marketing campaigns and assessing fit.
  • Scheduling and transitioning pitch calls for Account Executives.

SmartAsset is an online destination for consumer-focused financial information and advice, whose mission is helping people make smart financial decisions.

US

  • Lead and manage a team of Sr Enterprise Account Executives, providing guidance, support, and mentorship
  • Develop and execute sales strategies to drive new business acquisition and expand existing customer relationships within the Financial Services industry.
  • Drive team performance and productivity, ensuring sales targets and objectives are met and exceeded

Neo4j is the leader in Graph Database & Analytics, helping organizations uncover hidden patterns and relationships across billions of data connections deeply, easily, and quickly. Over 84% of Fortune 100 companies use Neo4j, along with a vibrant community of 250,000+ developers, data scientists, and architects across the globe. They foster collaboration and each of us is empowered to contribute and put their innovative stamp on projects.

In this role, you will lead the investment services area, oversee project planning and execution. You will also drive revenue growth through developing sales strategies and managing key client relationships. Your strategic thinking and proven sales leadership will significantly impact their mission of providing exceptional financial services to their members.

Jobgether uses an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements.

US

Provides strategic direction for sold client business regarding product and marketplace issues. Provides support and direction to program implementation staff (client services team). Actively participate in preparation for new business pitches and oversee Client Services resource allocation as new business is awarded.

Precision AQ – Market Access Marketing, the top payer marketing agency, supports global pharmaceutical and life sciences clients in the achievement of commercial excellence.

US

Expand and nurture strategic partner relationships, ensuring the success of both existing and new partnerships. Manage outreach efforts using phone, email, and LinkedIn to connect with potential partners. Develop and execute a sales strategy to grow your book of business and meet/exceed sales goals.

National Business Capital is the nation’s leading non-bank lending firm approaching $3 billion funded to SMBs nationwide and a seven-year Top Workplace on Long Island.

US Unlimited PTO

  • Manage the entire sales cycle, from prospecting to closing.
  • Build and nurture business relationships to generate new business.
  • Capture and manage information/data/metrics in our Salesforce CRM system.

Bennie is an employee benefits broker and platform that helps companies create a healthier workplace.

US

  • Create and execute comprehensive sales strategies to meet and exceed revenue targets, fostering business growth
  • Identify and engage new clients through various channels such as cold calling, emailing, monitoring local media companies, networking events, and referrals
  • Build and maintain strong post-sale relationships with clients, ensuring high levels of satisfaction and retention

JamLoop is a leading OTT/CTV Demand-Side Platform (DSP) dedicated to transforming the landscape of TV advertising, empowering agencies and advertisers to connect directly through their fully managed platform. They deliver a high-quality CTV offering with heightened transparency, reliability, ease, and speed.