Teams at Dunn and Braxton

Acquire and manage affluent, high-net-worth, and institutional clients; mobilize deposits; sell investment and savings products; provide tailored financial advice; grow assets and revenue; retain clients; achieve sales and deposit KPIs; ensure regulatory compliance; and report on pipeline and performance.

Leads growth strategy across acquisition, activation, retention, monetization, and performance marketing for digital financial services. Owns customer and revenue growth metrics, marketing budgets, channel performance, funnel optimization, lifecycle automation, experimentation, analytics, and reporting. Manages Growth, Marketing, Content, and Community teams while collaborating with Product, Engineering, Sales, Risk, Data Science, and Operations to acquire high-quality customers and improve transactions, retention, and lifetime value.

Drive revenue growth through consultative B2B sales, corporate relationship development, executive networking, and recruitment contract acquisition. Responsibilities include generating and nurturing leads, attending industry events, managing CRM pipelines, conducting client needs assessments, preparing proposals, negotiating contracts and pricing, tracking market trends, and retaining or expanding client accounts. The role requires an established corporate network, professional services sales experience, strong commercial negotiation skills, and executive-level communication abilities.