Kingsley Wealth Partners · 1 day ago
Sales Business Development Manager
United States
Full-time
Remote
Mid Level
3+ years expKingsley Wealth Partners is a client–advisor matching platform that helps individuals, families, and business owners find independent advisors. The Business Development Manager will build and manage relationships with independent advisors and facilitate introductions to clients based on their goals and preferences.
Financial Services
Responsibilities
Make 50+ outbound touches/day (calls, SMS, email, LinkedIn) across advisor prospects and prospective clients
Source, recruit, and onboard independent advisors; create profiles by niche, service model, planning philosophy, and client fit
Conduct a 5-minute “Find-My-Fit” call with new client inquiries; capture goals, preferences, and constraints
Present 2–3 advisor options that align with the client’s preferences and book introductions; confirm details and follow up for feedback
Maintain an organized CRM pipeline (stages, notes, next steps, SLA response times)
Partner with marketing to improve lead quality and with operations to refine scripts, rubrics, and playbooks
Consistently meet activity and conversion goals across advisor recruitment, client intake, and booked introductions
Qualification
Required
3–5+ years in business development, partnerships, recruiting, or a two-sided marketplace/staffing environment
Proven comfort with high-velocity outreach and warm, consultative conversations
Excellent listening and communication skills (phone, Zoom, SMS, email)
Process-driven with strong CRM discipline (HubSpot, Close, Salesforce, or similar)
Entrepreneurial 'builder' mindset; resourceful, organized, and accountable
Preferred
Familiarity with wealth/financial-services terminology is helpful but not required (we'll train on our matching framework)
Benefits
Performance bonus tied to completed introductions and satisfaction outcomes
Training, scripts, and CRM tools to run the intake → match → intro workflow
A supportive, fast-moving culture with clear advancement paths (Advisor Partnerships, Partner Success, Operations)
Company
Kingsley Wealth Partners
At Kingsley Wealth Partners, we believe wealth is more than numbers on a balance sheet — it’s about building a legacy of security, freedom, and care.
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase