Equity Trust Company ยท 2 weeks ago
Business Development Associate - Enterprise
Westlake, OH
Full-time
Hybrid
Mid Level
3+ years expEquity Trust Company is seeking a Business Development Associate for their sales team. The role focuses on generating partnerships with digital platforms and fintech companies to integrate self-directed IRA capabilities. The ideal candidate will be an entrepreneurial self-starter with experience in B2B sales and a strong understanding of APIs and fintech partnerships.
Financial Services
Hiring Manager
Andrea Obregon
Responsibilities
Generate 25+ new qualified partnership opportunities per quarter through outbound prospecting into fintech, wealth tech, and digital investment platforms
Conduct 60+ qualified decision-maker meetings per quarter alongside our Business Development Manager
Identify platforms where Equity Trust's API and IRA solutions could integrate
Understand technical requirements, integration capabilities, and partnership models (revenue share, referral, white-label)
Navigate complex organizations to find the right stakeholders (product, BD, partnerships, tech)
Drive revenue contribution targets through platform partnerships and high-velocity prospecting
Maintain rigorous CRM discipline (Salesforce) with 24-hour documentation standards
Run weekly pipeline reviews to track opportunity progression and forecast accuracy
Qualify opportunities using structured methodologies (MEDDIC, BANT, or similar)
Track fintech/wealth tech landscape, competitive platforms, and emerging integration opportunities
Understand how platforms evaluate partnership opportunities and integration lift
Speak intelligently about APIs, webhooks, SSO, and technical partnership requirements (you don't need to build them, but you need to understand them)
Qualification
Required
3+ years in high-velocity B2B sales, business development, or partnerships
Experience in fintech, SaaS, wealth tech, API-driven platforms, or digital financial services
Track record of exceeding pipeline generation and revenue targets
Comfort with technical concepts (APIs, integrations, platform architecture)
Entrepreneurial mindset - you see opportunities where others don't
High activity tolerance - comfortable making 40+ meaningful outreach touches per week
Consultative selling - you ask great questions and solve problems, not just pitch
Tech-savvy - you understand how platforms make partnership decisions
CRM mastery - Salesforce or similar; you live in your pipeline data
Preferred
Experience selling into product, engineering, or partnership teams
Familiarity with custodial services, retirement accounts, or alternative investments
Understanding of regulatory frameworks (fintech compliance, investment products)
Company
Equity Trust Company
Equity Trust Company is a financial services company that enables individual investors, financial professionals and institutions to diversify investment portfolios through alternative asset classes, including real estate, tax liens, private equity and precious metals.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
George Sullivan
Chief Executive Officer
Joe Stolz
Chief Technology Officer
Company data provided by crunchbase