Business Development Director

At Strategic Wealth Designers (SWD), we are a full-service financial firm specializing in assisting individuals who are near or in retirement. We pride ourselves on fostering a collaborative and close-knit environment, and we are looking for a new team member who can complement our team’s values and culture.

We’re seeking an experienced, patient, organized, and efficient individual who is excited to contribute to the success of our business. The right person will exceed expectations and develop strong, lasting working relationships with our growing team. If you bring a positive attitude to work each day and are motivated by personal and professional growth, we would love to hear from you.

Strategic Wealth Designers is looking for a strategic operator with strong business instincts, a love for building processes, and a bias for execution. As the Business Development Director, you won’t be selling, you’ll be building: scalable revenue-generating, non-traditional product verticals, better infrastructure, and stronger cross-functional alignment across the firm.

You’ll take ownership of multiple non-traditional product verticals (think Medicare, P&C, Small Business Lending, insurance, etc.), dissect what’s working, fix what’s not, and roll out processes that help those channels grow faster and more predictably. This is a non-sales leadership role that blends operational rigor, strategic thinking, and people leadership.

This is not a maintenance role. While some of these verticals are already established, they are currently being under-optimized. We are looking for a builder who can take ownership of fragmented or underdeveloped sales funnels, design repeatable systems, enhance accountability and drive measurable revenue growth from our existing client base and national client database.

This is a core leadership position within the organization. You’ll partner with marketing, compliance, advisors, and executive leadership to build effective, scalable, sustainable systems that turn great ideas into revenue-producing business units.

Own & Optimize Revenue Verticals

-Lead and scale multiple non-traditional product verticals, including:

• Property & Casualty
• Insurance
• Securities-Based Lending (SBL)
• Cash Management
• Referral Partner Channels

-Identify what’s holding each vertical back, whether it’s operational inefficiencies, capacity issues, unclear roles, and implement sustainable improvements as well as develop new ideas to drive even further success.

-Build and execute growth strategies with clear KPIs, accountability, and team alignment.

-Design, implement and refine scalable funnels that drive consistent and predictable revenue.

-Create infrastructure for repeatable execution with reporting, SOPs, workflows, and delegation systems that allow for increased conversion rates, efficiency and client lifetime value.

-Define clear roles, expectations, and systems for vertical leads and support staff that ensure success.

-Roll out performance dashboards to drive transparency and alignment and facilitate continued development.

-Build infrastructure where it does not exist, including workflows, staffing models, vendor relationships, compensation structures and reporting.

-Identify and negotiate new partner or referral opportunities.

-Strengthen and scale existing relationships through systems that track, reward, and replicate high-value referrals while also identifying opportunities to enhance or strengthen those systems.

-Partner with Marketing to create cohesive strategies for each non-traditional product and ensure their alignment with execution (messaging, campaigns, events, lead-gen).

-Work closely with Advisors and Operations to ensure frictionless handoffs, smooth client onboarding, and high close rates while integrating offerings into the broader client experience.

-Partner with Compliance to maintain licensing standards and regulatory requirements.

-Provide hands-on leadership for each non-traditional business unit and support with everything from strategic planning to tactical…