3 дня назад
Business Development Desk Manager (Fintech)
109 000 - 128 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Business Development Desk Manager (Fintech): Leading and developing an outbound sales team that grows assets, consolidates customer relationships, and supports onboarding into the Concierge program with an accent on sales pipeline management, regulatory oversight, and cross-functional operations. Focus on coaching Onboarding Specialists, improving customer engagement, ensuring RegBI and telemarketing compliance, and identifying scalable opportunities through data and AI tools.
Location: Denver, CO or Westlake, TX; in-person attendance required 5 days per week. Local travel may be required for customer meetings and in-person events.
Base pay for Zone 2 locations: $109,000–$128,000 USD per year, plus bonus opportunities, equity, and benefits.
Company
Robinhood builds financial products aimed at democratizing access to finance.
What you will do
- Lead, coach, and develop a team of Onboarding Specialists responsible for asset growth and customer onboarding.
- Manage sales pipelines and performance metrics, including gross deposits, opportunities worked, and agent productivity.
- Oversee customer interactions, documentation, escalations, and adherence to RegBI, telemarketing rules, internal policies, and regulatory standards.
- Partner with product, compliance, legal, customer-facing teams, and external service providers to improve workflows and expand desk capabilities.
- Drive asset consolidation, product adoption, customer engagement, and deeper relationship development.
- Use data, coaching, process optimization, and automation opportunities to scale team impact and improve the customer experience.
Requirements
- Clean U5.
- Current SIE, Series 7, and Series 66 licenses.
- Series 24 or Series 9/10.
- 5+ years of experience in sales coaching, leadership, or related financial services roles.
- Experience with sales coaching, supervision, oversight, consultative engagement, and asset consolidation.
- Commitment to acting in customers’ best interests while meeting regulatory requirements and working effectively in a dynamic environment.
Nice to have
- Willingness and aptitude to leverage AI tools to improve productivity and drive innovation.
Culture & Benefits
- Bonus opportunities and equity in addition to base pay.
- Benefits vary by region and employing entity.
- In-person work is designed to support collaboration, innovation, and high-performing teams.
- Equal opportunity employment and reasonable accommodations are available upon request.
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