Founding Senior Business Development Manager, Wealthroute; Remote

Marketplace Operations Inc. Wilmington, Delaware, United States

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Forbes Advisor is seeking a Founding Senior Business Development Manager to help build and scale Wealthroute, our financial advisor lead‑generation business.

This is a hands‑on, full‑cycle sales role focused primarily on building partnerships with Registered Investment Advisor (RIA) firms and other wealth management organizations across the United States.

As the founding business development hire for Wealthroute, you will not only own the sales cycle from prospecting through signed agreement and activation, but also help shape the partner acquisition strategy, sales process, messaging, targeting, and operating model as the business grows.

The successful candidate will identify and source prospective partners, build a strong pipeline, conduct outreach, lead sales conversations, communicate Wealthroute’s value proposition, negotiate commercial terms, and drive prospects through signed agreement and activation.

This is an opportunity for an experienced business development professional to have an outsized impact on an early‑stage growth business and help build a scalable sales function from the ground up. As Wealthroute scales, there may be opportunities to take on broader responsibilities and help build and lead a larger business development organization.

Wealthroute connects financial advisory firms with prospective clients generated through high‑intent paid search traffic.

Our goal is to build a scalable network of high‑quality financial advisor partners that can serve consumers looking for professional financial advice while creating a meaningful and growing acquisition channel for participating firms.

• Identify and source prospective RIA firms and wealth management partners across the United States.
• Build and continuously expand a target account list using existing Forbes Advisor resources, prospecting tools, industry research, referrals, and other sourcing methods.
• Prioritize prospective partners based on fit, capacity, business model, and growth potential.
• Maintain an organized and actionable sales pipeline.
• Develop a repeatable sourcing approach that can scale as Wealthroute grows.

• Conduct outbound prospecting through email, phone, Linked In, referrals, and other channels.
• Generate qualified meetings with prospective RIA and wealth management firms.
• Lead discovery and sales conversations.
• Clearly communicate the Wealthroute value proposition and explain how the program can help firms acquire new prospective clients.
• Understand partner needs, economics, capacity, and potential objections.
• Manage follow‑up and move opportunities efficiently through the sales process.
• Negotiate commercial terms in coordination with internal leadership.
• Drive opportunities…