Business Development Manager (Banking & Trust Services)

Location: Hybrid roles based in California or the listed US locations: Los Angeles, CA; Boise, ID; Holladay, UT; Tacoma, WA; Spokane, WA; Lone Tree, CO; or Lynnwood, WA

Salary: USD $43.27–$60.10 per hour, plus eligibility for bonus or incentive opportunities

Company

hirify.global provides investment, banking, lending, and trust services.

What you will do

• Partner with Business Development Officers to grow and manage the sales pipeline.
• Own pipeline tracking, reporting, lead intake, follow-up, and CRM updates using Salesforce and Tableau.
• Support clients, advisors, branch partners, and internal stakeholders with banking and lending guidance.
• Prepare regional sales strategies, client engagements, training, product education, and sales enablement materials.
• Identify workflow inefficiencies, improve lead management processes, and coordinate cross-functional support.
• Maintain client data privacy and ensure adherence to regulatory requirements and firm policies.

Requirements

• Bachelor’s degree or equivalent experience.
• At least 3 years of experience in financial services, banking, or sales support.
• Experience managing multiple priorities in a fast-paced environment.
• Strong relationship management, communication, presentation, analytical, and execution skills.
• Technical proficiency with Salesforce, Tableau, or similar tools.
• Series 7 and 63/66 licenses, or willingness to obtain them.

Nice to have

• Experience supporting sales or business development teams.
• Knowledge of Schwab banking or lending solutions.

Culture & Benefits

• Hybrid work approach with regular in-person collaboration.
• 401(k) with company match and employee stock purchase plan.
• Health, dental, and vision insurance.
• Paid vacation, volunteering time, parental leave, and family-building benefits.
• Tuition reimbursement and a 28-day sabbatical after five years for eligible positions.