{"id":3050560,"url":"https://alion.io/job/forbes-advisor-founding-senior-business-development-manager-wealth-remote","title":"Founding Senior Business Development Manager, Wealth (Remote)","company":{"id":4458533,"name":"Forbes Advisor","domain":"forbesadvisor.com","url":"https://alion.io/company/forbes-advisor-2","size_band":"501-1000","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Rippling","truth_index":{"grade":"A","score":88,"open_postings":6,"ghost_share":0,"stale_share":0.5,"repost_share":0,"time_to_fill_p50_days":50,"computed_at":"2026-11-05T05:54:30Z"}},"role":"Management","role_family":"Management","seniority":"lead","employment_type":"full_time","work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Wilmington, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":null,"salary_estimate":{"min_usd":74000,"max_usd":178000,"period":"year","method":"role_seniority_country_remote_cell","sample_n":2934},"experience_years_min":3,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[],"status":"live","first_seen_at":"2026-09-28T15:19:14Z","employer_posted_date":"2026-09-28","last_verified_at":"2026-11-05T04:56:17Z","board_verified":true,"closed_at":null,"days_open":37,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":37},"description":"At Forbes Advisor, our mission is to help readers turn their aspirations into reality. We arm people with trusted advice and guidance so they can make informed decisions they feel confident in and get back to doing the things they care about most.\nWe are an experienced team of industry experts dedicated to helping readers make smart decisions and choose the right products with ease. Forbes Advisor boasts decades of experience across dozens of geographies and teams, including Content, SEO, Business Intelligence, Finance, HR, Marketing, Production, Technology and Sales. The team brings rich industry knowledge to Forbes Advisor's global coverage of consumer credit, debt, health, home improvement, banking, investing, credit cards, small business, education, insurance, loans, real estate and travel.\nAbout the Role\nForbes Advisor is seeking a Founding Senior Business Development Manager to help build and scale Wealthroute, our financial advisor lead-generation business.\nThis is a hands-on, full-cycle sales role focused primarily on building partnerships with Registered Investment Advisor (RIA) firms and other wealth management organizations across the United States.\nAs the founding business development hire for Wealthroute, you will not only own the sales cycle from prospecting through signed agreement and activation, but also help shape the partner acquisition strategy, sales process, messaging, targeting, and operating model as the business grows.\nThe successful candidate will identify and source prospective partners, build a strong pipeline, conduct outreach, lead sales conversations, communicate Wealthroute’s value proposition, negotiate commercial terms, and drive prospects through signed agreement and activation.\nThis is an opportunity for an experienced business development professional to have an outsized impact on an early-stage growth business and help build a scalable sales function from the ground up. As Wealthroute scales, there may be opportunities to take on broader responsibilities and help build and lead a larger business development organization.\nAbout Wealthroute\nWealthroute connects financial advisory firms with prospective clients generated through high-intent paid search traffic.\nOur goal is to build a scalable network of high-quality financial advisor partners that can serve consumers looking for professional financial advice while creating a meaningful and growing acquisition channel for participating firms.\nWhat You’ll Do\nBuild and Manage the RIA Sales Pipeline\nIdentify and source prospective RIA firms and wealth management partners across the United States.\nBuild and continuously expand a target account list using existing Forbes Advisor resources, prospecting tools, industry research, referrals, and other sourcing methods.\nPrioritize prospective partners based on fit, capacity, business model, and growth potential.\nMaintain an organized and actionable sales pipeline.\nDevelop a repeatable sourcing approach that can scale as Wealthroute grows.\nOwn the Full Sales Cycle\nConduct outbound prospecting through email, phone, LinkedIn, referrals, and other channels.\nGenerate qualified meetings with prospective RIA and wealth management firms.\nLead discovery and sales conversations.\nClearly communicate the Wealthroute value proposition and explain how the program can help firms acquire new prospective clients.\nUnderstand partner needs, economics, capacity, and potential objections.\nManage follow-up and move opportunities efficiently through the sales process.\nNegotiate commercial terms in coordination with internal leadership.\nDrive opportunities through signed agreement and initial activation.\nCoordinate a smooth handoff to the appropriate account management or operating team following launch.\nHelp Build the Wealthroute Sales Function\nHelp define and refine the Wealthroute sales playbook.\nDevelop best practices for targeting, outreach, qualification, pitching, objection handling, negotiation, and partner activation.\nTest and improve messaging based on market feedback.\nHelp establish the processes, tools, and reporting needed to manage the sales pipeline effectively.\nIdentify opportunities to make the partner acquisition process more scalable and repeatable.\nContribute to the design of the future Business Development organization as Wealthroute grows.\nDevelop the Market\nBuild a strong understanding of the RIA and wealth management ecosystem.\nIdentify new segments, partner profiles, and sourcing opportunities.\nDevelop relationships across the financial advisor community.\nGather feedback from prospective partners and communicate market insights back to the Wealthroute team.\nHelp refine messaging, positioning, partner requirements, and the overall commercial approach based on market feedback.\nPartner Internally\nReport directly to the Head of Financial Services Owned Products.\nWork closely with leadership on commercial strategy, target accounts, pricing, and partner prioritization.\nCoordinate with Marketing and Paid Search teams to understand partner capacity and growth requirements.\nWork with Operations and other internal teams to support partner onboarding and activation.\nProvide regular reporting on pipeline, meetings, agreements, partner feedback, and sales performance.\nWhat Success Looks Like\nSuccess in this role will be measured through clear commercial outcomes, including:\nBuilding a consistent pipeline of qualified RIA and wealth management prospects.\nGenerating qualified sales meetings.\nConverting opportunities into signed agreements.\nActivating new financial advisor partners.\nIncreasing partner capacity available to Wealthroute.\nDeveloping a repeatable and scalable partner acquisition process.\nImproving the effectiveness of the Wealthroute sales playbook over time.\nContributing directly to the growth of Wealthroute’s revenue and paid media capacity.\nWhat We’re Looking For\nApproximately 3 to 5+ years of B2B sales, business development, partnerships, or related experience.\nProven experience owning or materially contributing to a full sales cycle.\nStrong outbound prospecting and pipeline-building capabilities.\nAbility to communicate credibly and effectively with senior financial professionals and business owners.\nStrong executive presence, commercial judgment, and relationship-building skills.\nComfortable leading sales conversations, handling objections, negotiating, and closing agreements.\nSelf-directed and highly motivated, with the ability to build pipeline rather than relying exclusively on inbound opportunities.\nComfortable helping build processes and structure in an early-stage environment.\nStrong organizational skills and disciplined pipeline management.\nEntrepreneurial mindset and interest in helping build a business development function from the ground up.\nExcellent written and verbal communication skills.\nPreferred Experience\nExperience in one or more of the following is highly desirable, but direct RIA experience is not required:\nRegistered Investment Advisors\nFinancial Advisors\nWealth Management\nFinancial Services\nFintech\nFinancial services partnerships\nB2B SaaS or other consultative B2B sales environments\nExperience selling to RIAs, financial advisors, wealth management firms, or other sophisticated financial services buyers is a strong advantage.\nGrowth Opportunity\nThis is a founding commercial role within Wealthroute. The person joining will have the opportunity to help shape how the business approaches partner acquisition and to build many of the processes that future team members may use.\nAs the business scales, there may be an opportunity for the role to expand into broader commercial or leadership responsibilities based on performance and the needs of the business.\nForbes Advisor provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.\nThis policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.\n#LI-REMOTE #LI-NM1","description_format":"text","description_chars":8365,"description_truncated":false,"requirements":{"experience_years_min":3,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":{"level":"phd","optional":false},"security_clearance":false,"languages":[]},"benefits":[],"hiring_locations":[],"hiring_excludes":[],"relocation_offered":false,"industries":[],"lifecycle":[{"event":"open","at":"2026-10-22T02:22:05Z"}],"visa":[],"liveness":{"score":64,"band":"ok","label":"Likely open","p_open":1,"p_active":0.858,"p_room":0.75,"age_days":37,"expected_fill_days":50,"reasons":["conf:0","velocity","win:late"],"computed_at":"2026-11-05T05:54:30Z"},"pay":null,"html_url":"https://alion.io/job/forbes-advisor-founding-senior-business-development-manager-wealth-remote","json_url":"https://alion.io/job/forbes-advisor-founding-senior-business-development-manager-wealth-remote.json","meta":{"generated_at":"2026-11-05T10:06:46Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":12925,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-11-06T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":4458533},"rest":"https://alion.io/mcp/rest/get_company?id=4458533"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fforbes-advisor-founding-senior-business-development-manager-wealth-remote"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fforbes-advisor-founding-senior-business-development-manager-wealth-remote"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fforbes-advisor-founding-senior-business-development-manager-wealth-remote"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/forbes-advisor-founding-senior-business-development-manager-wealth-remote\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fforbes-advisor-founding-senior-business-development-manager-wealth-remote"}],"agent":{"mcp":"https://alion.io/mcp/jobs","mcp_open":"https://alion.io/mcp/open","next":[{"tool":"get_job","arguments":{"id":3050560}},{"tool":"search_jobs","arguments":{"company":"forbesadvisor.com","detail":"compact"}},{"tool":"match_people","arguments":{"job_id":3050560},"note":"people open to offers who fit this vacancy"}],"note":"The same data through MCP tools: https://alion.io/mcp/open needs no sign-in (compact searches, postings, people); https://alion.io/mcp with an Alion account has everything. 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