Senior Business Development Lead

About Endowus

Endowus is an award-winning, independent fee-only wealth platform licensed in Singapore (MAS 101051) and Hong Kong (SFC BQR225). We serve over 300,000 clients-individuals, family offices, charities, and institutions-with over US$12 billion in assets under advice.

Our mission: help people invest better so they can live easier today, and better tomorrow. Today, we work with 100+ global leading asset managers across major asset classes - public markets, private markets, hedge funds and alternatives - and make it our job to assess and access their Best-in-Class funds, and advise clients on how to invest in these funds to reach their goals.

The team has deep domain knowledge in finance and technology, bringing together decades of experience from various banks and tech companies. We treasure our diversity in background and experience, and we look for people who share these beliefs in our mission.

About this role; responsibilities & ownership

The Endowus Business Development and Partnerships team is a pivotal business unit that maintains and leverages key corporate relationships to extend and amplify Endowus’ reach. We are seeking an experienced Senior Business Development and Sales Lead with existing deep corporate relationships and financial services / fintech experience to determine our corporate client strategy, lead and scale a high-performing BD team, build and maintain strong corporate relationships, and to accelerate Endowus’ client growth through corporate channels.

This is a Senior Lead role reporting to the CFO and Head of Strategic Partnerships, and is based in Singapore.

Sales Leadership & Pipeline Management

• Own the BD revenue plan: set annual and quarterly targets for accounts opened, funded and AUA, and cascade them into individual goals across the team.
• Run the sales operating rhythm, including weekly pipeline reviews, deal reviews and monthly forecasting with clear action plans.
• Define and continuously improve the sales process, covering lead qualification, proposals, onboarding hand-off to CX and account growth.
• Maintain pipeline coverage against target across all BD pipelines, and act early on stalled, slipping or single-threaded deals.
• Own pipeline discipline in HubSpot (accurate stages, owners, notes and next steps) and the dashboards that report on it.
• Analyse win/loss and conversion by segment and stage to sharpen targeting, messaging and pricing conversations.
• Build sales playbooks, pitch materials and objection handling so that each segment is sold consistently.

Strategic Planning & Implementation

• Lead identification and prioritisation of new business opportunities that extend Endowus’ reach, target new segments and scale the business.
• Take new B2B and B2B2C offerings from business case to launch, working with Product, Legal and Compliance, and external partners.
• Develop and refine business models and strategic plans to support long-term growth objectives.
• Support CFO in evaluation of strategic alliances and acquisitions where they accelerate distribution.

Client Engagement and Partnerships:

• Originate, manage and nurture partner relationships from C-suite to working level across corporates, charities, associations and fund managers.
• Engage with corporations, communities, associations, and investors to expand our client base.
• Personally lead and close the most complex, multi-year partnerships, and act as executive sponsor on key accounts.
• Introduce Endowus investment services to a variety of corporates and non-profit organisations.
• Design and run Endowus-led event series (e.g. CFO lunches, charity reserves roundtables, CHRO forums), webinars and seminars, with conversion of attendees into pipeline tracked and reported.
• Write thought-leadership articles for target segments (e.g. corporate treasury, charity reserves) that generate pipeline, with Marketing and Compliance review.
• Scale existing initiatives such as the Fund Manager Staff Investment Programme, Corporate Treasury Solution, Corporate Retirement Solution and Corporate Wellness Programme.

Collaborative Initiatives:

• Collaborate with Client Advisory, Investment Office, Marketing, Product, Finance, and Legal and Compliance teams to drive business development-related initiatives and projects, ensuring alignment with firm-wide objectives and strategies.

Team Leadership & Performance Management:

• Coach Business Development Associates and Analysts through regular 1:1s, joint client calls and deal reviews, and address underperformance early and constructively.
• Recognise performance against targets, and help shape incentive design with People and Finance.
• Foster a collaborative environment, promoting shared learning and success.

Requirements & qualifications

• Bachelor's degree in Accounting, Finance, Economics or a related field
• 10+ years of experience in business development, B2B sales or partnerships in financial services, wealth management or fintech, or in investment banking or management consulting with significant client-facing origination responsibility, and a track record of meeting or exceeding sales, revenue or origination targets.
• Proven ability to build relationships with C-suite clients and partners
• Hands-on experience running pipeline reviews and forecasting in a CRM (HubSpot preferred)
• Ability to effectively manage multiple projects in a fast-paced environment
• Excellent communication skills, including written thought leadership and tailored client content
• Strong collaboration skills with internal teams
• Experience hiring, coaching and developing sales or BD teams
• Startup experience is a plus but not required

Recruiting Process (estimated duration: 4 to 6 weeks)

If your application is shortlisted, please expect:

• Interview 1 (60 min) - Virtual introductory call with the Hiring Manager
• Interview 2 (30 min) - Virtual/Onsite interview with the Head of People
• Interview 3 (60 min) - Virtual/Onsite case presentation with the Hiring Manager and other senior team members
• Interview 4 (45 min) - Virtual/Onsite interview with the wider team
• Background and Reference Checks

Our Investors, recognition, licensing

Founded in 2017, Endowus has raised over US$130 million from investors including UBS, EDBI, Prosus Ventures, Lightspeed Venture Partners, Citi Ventures, MUFG Innovation Partners, Singtel Innov8, Samsung Ventures, SBVA, Illuminate Financial, OSK Ventures, Z Venture Capital, and ACF - a joint venture between JLIN LLC and The Wells Investments. Endowus also counts some of the largest billionaire family offices in Asia among its investors.

Endowus partners with 1,000+ global fund managers across public markets, private markets, hedge funds, and alternatives to deliver world-class solutions at transparent cost through its fee-only model. Private Wealth clients access curated strategies from firms such as EQT, Carlyle, Partners Group, KKR, Ares, Brookfield Oaktree, HarbourVest, Millennium, Point72, Bridgewater, and more.Recognition includes CNBC's World's Top FinTech Companies 2025, the Financial Times' High-Growth Companies Asia Pacific 2025 (#45), Fortune Fintech Innovators Asia 2024, and the World Economic Forum's Technology Pioneers 2023. The platform has won Asia's Best Digital Wealth Management and Hong Kong's Best FinTech Innovation in Asset Management (Asia Asset Management 2025), Singapore's Best Digital Wealth Management Experience (The Asset Triple A 2025), and Best WealthTech Solution 2023 (Asian Private Banker).

The Endowus Group comprises licensed companies in Hong Kong and Singapore, and Hong Kong-based multi-family office Carret Private. With group assets over US$12 billion, Endowus is one of the largest independent wealth managers in Asia, estimated to save clients more than US$50 million in fees per year.