Senior Business Development Lead

Endowus is an award-winning, independent fee-only wealth platform licensed in Singapore (MAS 101051) and Hong Kong (SFC BQR
225). We serve over 300,000 clients—individuals, family offices, charities, and institutions—with over US $12 billion in assets under advice.

Endowus is an award-winning, independent fee-only wealth platform licensed in Singapore (MAS 101051) and Hong Kong (SFC BQR
225). We serve over 300,000 clients—individuals, family offices, charities, and institutions—with over US $12 billion in assets under advice.

Our mission: help people invest better so they can live easier today, and better tomorrow. Today, we work with 100+ global leading asset managers across major asset classes – public markets, private markets, hedge funds and alternatives – and make it our job to assess and access their Best-in-Class funds, and advise clients on how to invest in these funds to reach their goals.

The team has deep domain knowledge in finance and technology, bringing together decades of experience from various banks and tech companies. We treasure our diversity in background and experience, and we look for people who share these beliefs in our mission.

The Endowus Business Development and Partnerships team is a pivotal business unit that maintains and leverages key corporate relationships to extend and amplify Endowus’ reach. We are seeking an experienced Senior Business Development and Sales Lead with existing deep corporate relationships and financial services / fintech experience to determine our corporate client strategy, lead and scale a high-performing BD team, build and maintain strong corporate relationships, and to accelerate Endowus’ client growth through corporate channels.

This is a Senior Lead role reporting to the CFO and Head of Strategic Partnerships, and is based in Singapore.

• Own the BD revenue plan: set annual and quarterly targets for accounts opened, funded and AUA, and cascade them into individual goals across the team.
• Run the sales operating rhythm, including weekly pipeline reviews, deal reviews and monthly forecasting with clear action plans.
• Define and continuously improve the sales process, covering lead qualification, proposals, onboarding hand-off to CX and account growth.
• Maintain pipeline coverage against target across all BD pipelines, and act early on stalled, slipping or single-threaded deals.
• Own pipeline discipline in Hub Spot (accurate stages, owners, notes and next steps) and the dashboards that report on it.
• Analyse win/loss and conversion by segment and stage to sharpen targeting, messaging and pricing conversations.
• Build sales playbooks, pitch materials and objection handling so that each segment is sold consistently.

• Lead identification and prioritisation of new business opportunities that extend Endowus’ reach, target new segments and scale the business.
• Take new B2B and B2B2C offerings from business case to launch, working with Product, Legal and Compliance, and external partners.
• Develop and refine business models and strategic plans to support long‑term growth objectives.
• Support CFO in evaluation of strategic alliances and acquisitions where they accelerate distribution.

• Originate, manage and nurture partner relationships from C‑suite to working level across corporates, charities, associations and fund managers.
• Engage with corporations, communities, associations, and investors to expand our client base.
• Personally lead and close the most complex, multi‑year partnerships, and act as executive sponsor on key accounts.
• Introduce Endowus investment services to a variety of…