Since 2017, Flourish has been on a mission to help financial advisors evolve from holistic advice to holistic implementation to better serve their clients and grow their businesses. We focus on independent Registered Investment Advisors (RIAs), delivering financial products that advisors can’t easily access today through beautiful, scalable, and easy-to-use technology.
Today, we work with over 1,100 RIAs that collectively represent more than $2.6T in assets under management across two products: Flourish Cash and Flourish Lending. Headquartered in New York City, we are an independently-operating, wholly-owned subsidiary of MassMutual Life Insurance Company.
Read on if you are interested in joining a dynamic, highly-collaborative, rapidly-growing startup—backed by the support and stability of a Fortune 500 company.
With a passion for sales, finance and technology, you are looking to join a collaborative sales team within a fast-paced startup environment. You are an extremely skilled communicator, both verbally and in writing, and your excellent people skills make you a natural relationship builder. You are organized and can manage multiple work streams in parallel while continuously prioritizing what’s most important. You are a high-output, self-motivated self-starter, able to learn fast and execute while also thriving within a collaborative, team oriented environment.
You are excited to join a fast-paced, financial technology startup, and are motivated by the prospect of joining our sales team. You will be able to seamlessly own and maintain existing relationships with existing Flourish clients, while also being ready to build new relationships with a growing client base of independent RIAs.
As a Director of Business Development, you will play a key role on our sales team, working with RIAs to both grow adoption of our products within our existing client base and to bring new firms onto the platform. You’ll work independently to own and manage client conversations from end-to-end, including managing inbound leads and working independently to originate new business opportunities—whether through your own efforts or in partnership with our marketing organization. You’ll partner across the organization to share client feedback, champion innovative business opportunities, and develop new strategies for growth while contributing to the overall sales efforts of Flourish.
As the only member of the sales team based in the western half of the US, you will travel frequently to visit clients and for conferences. You’ll partner across the organization to share client feedback, champion innovative business opportunities, and develop new strategies for growth while contributing to the overall sales efforts of Flourish.
- Own and manage client relationships from end-to-end, from sourcing to managing the sales process to client activation and adoption
- Interact with key clients to understand and resolve complex issues related to the platform
- Partner with our relationship management team to develop a coverage strategy for existing client relationships
- Identify and originate new business opportunities, whether through your own actions or in partnership with our marketing organization
- Manage the sales pipeline and relationships using CRM and partner with the data team to develop and maintain internal reporting tools
- Collaborate on the development of product and functional strategy for Flourish
- Willingness to travel for sales pitches and conferences (<50% travel)
- Stay current on general trends in the financial industry, and specifically within wealth management
- Maintain excellent communication with internal Flourish stakeholders
- Exercise considerable judgment and analysis to arrive at recommendations and/or conclusions
- Bachelor’s degree
- 8+ years of related sales experience
- Background in financial sales required, with some experience in financial technology strongly preferred
- Either have a Series 7 or willingness to get a Series 7 within 60 days of joining
- Position is remote based in the western half of the US including Texas, Colorado, Arizona or California, with California strongly preferred
- Experience working with Retirement Investment Advisors
- Due to the nature of this position, as part of the background check process, candidates must be able to pass a fingerprint background check to qualify as a fingerprinted person under FINRA. For roles requiring registration, additional regulatory screenings may apply, including a review of Form U5 disclosures and other relevant licensing information.
- Experience working as part of a fast-moving team with minimal guidance
- Highly comfortable with technology, both personally and professionally
- Excellent written and verbal communications, both internally and externally
- Strong problem solver and creative, independent thinker
- Energetic, positive and charismatic
- Experience selling to wealth managers or experience at a wealth management firm preferred
At Flourish, we focus on ensuring fair, equitable pay by providing competitive salaries, along with bonus and incentive opportunities and benefits for all employees.
Base Salary Range: $167,800 - $220,200 plus bonus
Disclosures:
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status.
Skills Required
- Bachelor's degree
- 8+ years of related sales experience
- Background in financial sales
- Some experience in financial technology
- Series 7 or willingness to obtain Series 7 within 60 days
- Remote based in the western half of the US (TX, CO, AZ, CA); California strongly preferred
- Experience working with Retirement Investment Advisors
- Able to pass fingerprint background check to qualify as a fingerprinted person under FINRA; additional regulatory screenings may apply
- Experience selling to wealth managers or experience at a wealth management firm
- Experience working as part of a fast-moving team with minimal guidance
- Highly comfortable with technology
- Excellent written and verbal communication skills
What the Team is Saying
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Flourish Compensation & Benefits Highlights
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Retirement Support — Access to a 401(k) match plus MassMutual’s cash-balance pension is highlighted, with some materials noting up to a 10% total 401(k) benefit via parent programs. This combination is portrayed as unusually strong for a fintech of this size.
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Parental & Family Support — Generous paid parental leave is described (e.g., about 18 weeks for birth mothers and 8 weeks for other parents) alongside caregiver leave, adoption assistance, fertility support, and dependent care FSA. These offerings signal robust support for a range of family needs.
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Leave & Time Off Breadth — Descriptions cite generous time off with specifics such as ~19 vacation/personal days to start, multiple paid holidays, sick time, bereavement, and paid volunteer days. Hybrid/remote flexibility and additional fully remote weeks are also referenced via MassMutual programs.
Flourish Insights
What We Do
Flourish provides innovative access to financial products that help advisors secure their clients’ financial futures. We work with over 900 wealth management firms that collectively represent more than $1.6 trillion in assets under management across two products: Flourish Annuities and Flourish Cash — with additional exciting products in the works. Headquartered in New York City, we are an independent subsidiary of MassMutual Life Insurance Company (MassMutual). Please visit flourish.com for more information. The Flourish business is owned by MassMutual. Flourish Financial LLC and Flourish Digital Assets LLC are indirect, wholly-owned subsidiaries of MassMutual. Flourish Cash is offered through Flourish Financial LLC. Flourish Annuities is offered through Flourish Technologies LLC and Flourish Insurance Agency LLC.
Why Work With Us
As a 90+ person company backed by MassMutual, we have the unique ability to operate like a startup while benefiting from the stability of a Fortune 500 company. That backing allows us to focus on what we do best: dreaming up new products, gathering client feedback, writing code, debating our roadmap, and hiring an incredible team.
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Flourish Offices
Hybrid Workspace
Employees engage in a combination of remote and on-site work.
We’re mostly NYC based and come into the office on a hybrid schedule (Tuesday to Thursday), where we enjoy team lunches and our spacious outdoor terrace.
