🚀 General Manager / Business Development Leader

📍 Location: New York, NY (preferred) or Los Angeles, CA | Hybrid (4 days in-office, Fridays remote with approval)
🏢 Company: Publicly Traded Financial Services Firm – High-Growth MarTech Division

🌟 About the Company

Join a high-growth division within a publicly traded financial services firm that’s reshaping how independent financial advisors and RIA firms engage with their clients. Backed by a well-capitalized parent company, our cutting-edge Marketing Technology (MarTech) platform is built to scale — with a goal to grow its user base by 10x over the next 24 months.

If you’re a strategic and driven leader with a passion for business development and go-to-market execution, this is your opportunity to make a lasting impact and help guide the platform to new heights.

🎯 Your Role

As General Manager / Business Development Leader, you’ll own strategy and execution for platform growth — from enterprise partnerships and direct-to-advisor acquisition to refining product offerings and go-to-market initiatives. This position reports directly to the CEO and is ideal for someone who thrives in entrepreneurial, high-impact environments.

🛠️ Key Responsibilities

• Define and lead user acquisition strategies—enterprise (RIA aggregators) and direct-to-advisor.

• Execute outreach campaigns, lead demos, and represent the platform at key industry events.

• Drive strategic planning, including M&A or exit strategies based on performance.

• Collaborate on marketing efforts (email, webinars, paid ads, social media).

• Lead partnerships & BD initiatives, finding synergies across the RIA and fintech ecosystem.

• Analyze competitor landscape (Snappy Kraken, FMG Suite, Brownbridge) to optimize positioning.

• Work cross-functionally with product, content, legal, finance, and tech teams.

• Establish KPIs like demo-to-close ratio, MRR growth, churn, etc., and drive measurable outcomes.

• Translate user feedback into actionable platform improvements.

✅ Must-Have Qualifications

• 3–7 years of experience in sales, partnerships, or business development.

• Background in SaaS, fintech, or MarTech environments.

• Proven success in startup or high-growth companies.

• Excellent pitching and deal-closing skills.

• Strong communication and relationship-building abilities.

• Ability to lead virtual and in-person demos and manage multi-channel acquisition efforts.

• Strategic mindset with tactical execution capabilities.

💡 Nice-to-Have Qualifications

• Deep understanding of RIA firms and financial advisor ecosystems.

• Familiarity with competitive tools (e.g., FMG Suite, Snappy Kraken).

• Experience with M&A strategy or platform exit planning.

• Exposure to performance-based comp structures in B2B/B2C SaaS.

💰 Compensation & Perks

• OTE: $200K+ (base salary + incentives)

• Long-term incentive structure (equity/profit-sharing/bonuses)

• Full benefits package: Health, 401(k) with contribution, PTO

• Work alongside senior leadership and CEO

• Dynamic, collaborative hybrid environment

• Clear upward mobility within the platform and broader org