Our mission is to democratize finance for all. An estimated $124 trillion of assets will be inherited by younger generations in the next two decades. The largest transfer of wealth in human history. If you’re ready to be at the epicenter of this historic cultural and financial shift, keep reading.
The Business Development Desk is a proactive outbound sales team responsible for general asset gathering and migrating customers into our Concierge program through consolidation of assets. This team serves as brand ambassadors, education and creating awareness of all the available products and solutions available that would help the customer reach their financial goals. The team works closely with all of our customer facing teams to ensure a truly white glove/Concierge experience through the onboarding process. In this role, you will lead a team responsible for growing assets and expanding customer relationships here at Robinhood..
As a Manager of Business Development, you will lead, coach, and develop a team of Onboarding Specialists who support customers throughout their onboarding journey while also exploring any additional opportunities to consolidate/win more share of wallet. You will oversee and enhance sales pipelines, review opportunities worked for Compliance and Oversight and coaching to overall sales process and customer experience.
You will be responsible for driving team strategy, establishing operating efficiency, and driving asset growth through pipeline management and ongoing coaching and development of sales agents. In addition to developing your team, you will partner closely with product, compliance, legal, and external service providers to evolve the Business Development Desk offering, expand pipelines of opportunities and ensure all customer interactions meet all regulatory standards including RegBI and telemarketing compliance.
This is a highly cross-functional leadership role where you will work closely with our customer facing teams and business partners to drive/increase referrals to the desk and identify operational and account signals to automate additional opportunities to win new business.
This role is based in our Denver, CO or Westlake, TX office(s), with in-person attendance expected 5 days per week.
At Robinhood, we believe in the power of in-person work to accelerate progress, spark innovation, and strengthen community. Our office experience is intentional, energizing, and designed to fully support high-performing teams. Local travel may be required to meet with customers and participate in in-person events.
What you’ll do- Lead, coach, and develop a team of Onboarding Specialists, driving high performance, new new assets and professional growth
- Ensure all team goals are being met/exceeded, including gross deposits (COV), agent productivity (opportunities worked) and limiting/addressing all Compliance infractions.
- Oversee customer interactions from a team of Onboarding Specialists ensuring compliance with all RegBI, telemarketing rules and internal policies.
- Create a culture of high performance while reinforcing policies, supervisory procedures, and regulatory standards
- Partner cross-functionally with our customer facing partners, product, compliance, legal, and external service providers to improve workflows, expand capabilities, and enhance the customer experience
- Monitor and improve team performance through data, coaching, and process optimization, identifying opportunities to scale impact efficiently
- Ensure high-quality documentation and adherence to firm and regulatory standards across all customer interactions
- Support escalation management and complex customer situations, providing guidance and oversight where needed
- Drive initiatives to increase customer engagement, including asset consolidation, product adoption, and deeper relationship development
- Bring a strong customer-first mindset, fostering a culture of empathy, clarity, and trust in all client interactions
What you bring
- Clean U5
- Current SIE, Series 7 and 66
- Series 24 or 9/10
- 5+ years experience in sales coaching/leadership, or related financial services roles
- Ability to guide agents through the sales process and develop their skills in uncovering assets through consultative engagement
- Experience with sales coaching and supervision/oversight
- Demonstrated ability to support asset consolidation, deepen client relationships, and increase engagement with financial products in a compliant, customer-first manner
- Commitment to acting in the customer’s best interest while adhering to all regulatory requirements
- The ability to thrive in a dynamic and evolving environment, with a constant drive to increase and enhance the value of our offering.
- A willingness and aptitude to leverage AI tools to enhance productivity and drive innovation within your role.
In addition to the base pay range listed below, this role is also eligible for bonus opportunities + equity + benefits.
Base pay for the successful applicant will depend on a variety of job-related factors, which may include education, training, experience, location, business needs, or market demands. The expected base pay range for this role is based on the location where the work will be performed and is aligned to one of 3 compensation zones. For other locations not listed, compensation can be discussed with your recruiter during the interview process.
Base Pay Range:
Click here to learn more about our Total Rewards, which vary by region and entity.
If our mission energizes you and you’re ready to build the future of finance, we look forward to seeing your application.
Robinhood provides equal opportunity for all applicants, offers reasonable accommodations upon request, and complies with applicable equal employment and privacy laws. Inclusion is built into how we hire and work—welcoming different backgrounds, perspectives, and experiences so everyone can do their best. Please review the Privacy Policy for your country of application.
Skills Required
- Clean U5
- Current SIE, Series 7 and 66
- Series 24 or 9/10
- 5+ years experience in sales coaching/leadership or related financial services roles
- Experience with sales coaching and supervision/oversight
- Ability to guide agents through the sales process and develop consultative asset-uncovering skills
- Demonstrated ability to support asset consolidation and deepen client relationships in a compliant manner
- Commitment to acting in the customer's best interest and adhering to regulatory requirements
- Willingness and aptitude to leverage AI tools to enhance productivity
- In-person attendance expected 5 days per week in Denver, CO or Westlake, TX
Robinhood Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Robinhood and has not been reviewed or approved by Robinhood.
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Healthcare Strength — Healthcare is described as best-in-class, with strong medical, dental, and vision coverage, mental-health support, and life and disability insurance. Low premiums and solid dependent coverage are also noted, reinforcing the strength of core health benefits.
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Equity Value & Accessibility — Equity grants through RSUs and an ESPP are standard, and for many tech roles equity meaningfully lifts total compensation when the stock performs. Clear multi-year vesting schedules make ownership accessible as a core part of the pay mix.
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Parental & Family Support — Parental leave and fertility benefits are emphasized, with generous paid time for new parents cited as a standout. Family-oriented policies are consistently portrayed as a strong component of the package.
Robinhood Insights
What We Do
Robinhood Markets, Inc. (NASDAQ: HOOD) transformed financial services by introducing commission-free stock trading and democratizing access to the markets for millions of investors. Today, Robinhood, through its subsidiaries, lets you trade stocks, options, futures (which includes event contracts), and crypto, invest for retirement, earn with Robinhood Gold, and access an expert-managed portfolio with Robinhood Strategies. Headquartered in Menlo Park, California, Robinhood puts customers in the driver’s seat, delivering unprecedented value and products intentionally designed for a new generation of investors. Additional information about Robinhood can be found at www.robinhood.com.
Why Work With Us
At Robinhood, we are building an elite team, applying frontier technologies to the world’s biggest financial problems. Every role can make a real impact. We’re a team of builders, doers, and bold thinkers who thrive in a high-performance environment and take pride in raising the bar for ourselves and the millions of customers we serve.
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