Director of Business Development

| Remote
Employer Provided Salary: 105,300-163,800 Annually
Salary data is provided by the employer. Please note this is not a guarantee of compensation.
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Flourish was founded in 2017 with the goal of helping financial advisors to better secure the financial futures of their clients. We focus on independent Registered Investment Advisers (RIAs), delivering financial products that advisors can’t easily access today through beautiful, scalable, and easy-to-use technology.

Today, we work with over 700 RIAs that collectively represent more than $1.5T in assets under management across three products: Flourish Annuities, Flourish Cash, and Flourish Crypto. Headquartered in New York City, we are an independently operating, wholly owned subsidiary of MassMutual Life Insurance Company.

Read on if you are interested in joining a small, highly collaborative, rapidly growing startup—backed by the support and stability of a Fortune 500 company.

About You

With a passion for sales, finance and technology, you are looking to join a collaborative sales team within a fast-paced startup environment. You are an extremely skilled communicator, both verbally and in writing, and your excellent people skills make you a natural relationship builder. You are organized and can manage multiple work streams in parallel while continuously prioritizing what’s most important. You are a high-output, self-motivated self-starter, able to learn fast and execute while also thriving within a collaborative, team oriented environment.

You are excited to join a fast-paced, financial technology startup, and are motivated by the prospect of joining our sales team. You will be able to seamlessly own and maintain existing relationships with existing Flourish clients, while also being ready to build new relationships with a growing client base of independent RIAs.

About the Role

As a Director of Business Development, you will play a key role on our sales team, working with RIAs to both grow adoption of our products within our existing client base and to bring new firms onto the platform. You’ll work independently to own and manage client conversations from end-to-end, including managing inbound leads and working independently to originate new business opportunities—whether through your own efforts or in partnership with our marketing organization.

As the only member of the sales team based in the western half of the US, you will travel frequently to visit clients and for conferences. You’ll partner across the organization to share client feedback, champion innovative business opportunities, and develop new strategies for growth while contributing to the overall sales efforts of Flourish.

Principal Responsibilities

  • Own and manage client relationships from end-to-end, from sourcing to managing the sales process to client activation and adoption
  • Interact with key clients to understand and resolve complex issues related to the platform
  • Partner with our relationship management team to develop a coverage strategy for existing client relationships
  • Identify and originate new business opportunities, whether through your own actions or in partnership with our marketing organization
  • Manage the sales pipeline and relationships using CRM and partner with the data team to develop and maintain internal reporting tools
  • Collaborate on the development of product and functional strategy for Flourish
  • Willingness to travel for sales pitches and conferences (50-75% travel)
  • Stay current on general trends in the financial industry, and specifically within wealth management
  • Maintain excellent communication with internal Flourish stakeholders
  • Exercise considerable judgment and analysis to arrive at recommendations and/or conclusions

Qualifications

  • Bachelor’s degree
  • 8+ years of related experience
  • Background in financial sales required, with some experience in financial technology strongly preferred
  • Either have a Series 7 or willingness to get a Series 7 within 60 days of joining
  • Experience working as part of a fast-moving team with minimal guidance
  • Highly comfortable with technology, both personally and professionally
  • Excellent written and verbal communications, both internally and externally
  • Strong problem solver and creative, independent thinker
  • Energetic, positive and charismatic
  • Experience selling to wealth managers or experience at a wealth management firm preferred
  • Experience working with Retirement Investment Advisors strongly preferred

At Flourish, we focus on ensuring fair, equitable pay by providing competitive salaries, along with bonus and incentive opportunities and benefits for all employees.

Base Salary Range: $156,000 - $204,700 plus bonus

Disclosures:

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status.

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Technology we use

  • Engineering
  • Product
  • Sales & Marketing
    • JavaLanguages
    • JavascriptLanguages
    • KotlinLanguages
    • PythonLanguages
    • TypeScriptLanguages
    • TerraformLanguages
    • ReactLibraries
    • ReduxLibraries
    • DjangoFrameworks
    • ExpressFrameworks
    • JestFrameworks
    • JupyterFrameworks
    • Node.jsFrameworks
    • Apollo GraphQLFrameworks
    • DropwizardFrameworks
    • PostgreSQLDatabases
    • RedisDatabases
    • ElasticsearchDatabases
    • DynamoDBDatabases
    • Google AnalyticsAnalytics
    • MixpanelAnalytics
    • QuicksightAnalytics
    • SegmentAnalytics
    • FigmaDesign
    • IllustratorDesign
    • InVisionDesign
    • PhotoshopDesign
    • ConfluenceManagement
    • Google DriveManagement
    • Google DocsManagement
    • Google SlidesManagement
    • JIRAManagement
    • TrelloManagement
    • DocuSignCRM
    • HubSpotCRM
    • MailChimpEmail
    • MandrillEmail
    • SendGridEmail

Location

Nestled in an Art Deco building in Midtown, we are a stone’s throw from the great food of Koreatown, and in close proximity to major transportation hubs.

An Insider's view of Flourish

How would you describe the company’s work-life balance?

We are passionate about what we do, but we know how to turn-off at the end of the day. Having flexibility allows me to get my work done and pursue my career goals, while still prioritizing my personal needs. Join Flourish to work hard, build great relationships, learn, and be recognized for interests and achievements both in and out of the office.

Kristen

Risk, Audit & Controls Lead

How do you collaborate with other teams in the company?

We participate in daily stand-ups, sprint planning, testing sessions, and use tools to share test data, bug reports, test cases, and scripts with the rest of the team. We're in constant communication with the larger team to better understand the gap between what we're trying to do as a business and the value that we deliver to our customers.

Carlos

QA Lead

What makes someone successful on your team?

As engineers we think primarily in code, but being able to connect that code to the larger context and use it to guide our work makes us successful and impactful as individuals and also outperform as a team. Flourish engineers have a strong influence and critical role in creating the technology that will continue to push the business forward.

Andrew

VP, Engineering

What is your vision for the company?

We’ve built Flourish to quickly launch compliant fintech businesses. We will continue to help independent RIAs grow, serve their clients with innovative and valuable products, and compete with wirehouses and private banks. We are humble, hardworking and innovative — just like our clients.

Josh

CTO

What's something quirky about your company?

Flourishers are Foodies! All shapes and forms of food are on the Flourish table. And while gastronomy brings Flourish-folk together, it also provides for fun debate within the office. A canonical question to new recruits is “do you enjoy pineapple on pizza?” There is a ton of passion from either side!

Matt

Product Manager

What are Flourish Perks + Benefits

Flourish Benefits Overview

Flourish combines the best of both worlds: a fast-moving, innovative startup culture with the stability and backing of a Fortune 500 company.

That means we have great benefits, including: health, dental, vision, 401k, and of course, life insurance, as well as a pension.

Through MassMutual, we have access to an extensive suite of programs that support our team members in living a healthy lifestyle, achieving financial security, and enjoying a well-balanced life.

Culture
Volunteer in local community
Partners with nonprofits
Open door policy
OKR operational model
Open office floor plan
Employee-led culture committees
Quarterly engagement surveys
In-person all-hands meetings
Flexible work schedule
Remote work program
In addition to two remote days per week, MassMutual offers employees four full remote weeks of their choice per year.
Diversity
Documented equal pay policy
Dedicated diversity and inclusion staff
Mandated unconscious bias training
Diversity manifesto
Diversity employee resource groups
Hiring practices that promote diversity
Diversity recruitment program
Health Insurance + Wellness
Flexible Spending Account (FSA)
A health care flexible spending account (FSA) allows employees to save money on a before-tax basis for eligible medical, dental and vision expenses, subject to IRS limits.
Disability insurance
For details on short term and long term disability insurance please visit https://www.massmutual.com/global/media/shared/doc/employee_benefits.pdf
Dental insurance
Basic Dental covers preventive and basic restorative care; Major Dental covers all that Basic covers, plus restorations and orthodontia (limits apply).
Vision insurance
Health insurance
To learn more about our Health and Welfare Benefits please visit: https://www.massmutual.com/global/media/shared/doc/employee_benefits.pdf
Life insurance
For more information about our Life Insurance Benefits please visit: https://www.massmutual.com/global/media/shared/doc/employee_benefits.pdf
Pet insurance
Wellness programs
Mental health benefits
Transgender health care benefits
Wellness days
Abortion travel benefits
Our general medical travel benefit covers abortion-related travel.
Financial & Retirement
401(K)
In addition to our 401(k), MassMutual has a cash balance plan that provides an account-based pension benefit based on accruals of pay credits and interest credits.
401(K) matching
Performance bonus
Charitable contribution matching
Pay transparency
Child Care & Parental Leave
Childcare benefits
Dependent care flexible spending account to allow you to set aside before tax dollars to pay for certain eligible child care expenses.
Generous parental leave
Leave for birth mothers of 18 weeks of fully paid leave. Non-birth mothers, fathers and adoptive parents eight weeks of fully paid parental leave.
Family medical leave
Caregiver leave: Up to two weeks paid leave to care for a loved one. Bereavement Leave: 15 days of paid time off to grieve the loss of a loved one with the employee defining who the loved one is.
Adoption Assistance
Fertility benefits
Vacation + Time Off
Generous PTO
Paid holidays: 9 fixed and 1 floating. Vacation: starts at 19 vacation and personal days per calendar year, with increases at 5-year service intervals.
Paid volunteer time
Three days of paid time off is available to employees annually to give back to their communities, by sharing their time and talent with a cause close to their heart.
Paid holidays
Paid sick days
Occasional illness: up to 5 days per calendar year.
Flexible time off
Floating holidays
Bereavement leave benefits
Hardship benefits
320 hours of caregiver leave to take care of loved ones when it matters most.
Office Perks
Commuter benefits
Free daily meals
Free snacks and drinks
Some meals provided
Company-sponsored happy hours
Fitness stipend
Meditation space
Mother's room
Professional Development
Job training & conferences
Tuition reimbursement
Lunch and learns
Promote from within
Continuing education stipend
Online course subscriptions available
Paid industry certifications
Personal development training

Additional Perks + Benefits

We have a stipend available every year for well-being - think ski lift tickets, a new surfboard, an accountant to do your taxes, new sneakers, and much more!

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