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We help people secure their future and protect the ones they love.
The Role
Manage, coach, and grow a small BDR team to drive outbound prospecting and pipeline contribution. Set KPIs, run outreach strategies, recruit and onboard, provide hands-on coaching, and report key metrics while partnering with sales and marketing.
Summary Generated by Built In
BDR Manager, Flourish
Full-Time, New York City
The Opportunity
Flourish is looking to hire its first Business Development Manager to lead, manage, and develop a small but growing team of Business Development Representatives. You will be highly involved in the day-to-day activities of the business development representatives, including setting goals, tracking performance metrics, and providing training and support, and work collaboratively with the Head of Business Development to set strategy and goals for the business development organization. You'll work cross-functionally with sales, marketing, relationship management, and overall Flourish leadership on everything from team goals to systems and processes to pipeline contribution, recognizing your team's efforts plays a critical role in our overall go-to-market efforts.
The Team
Since 2017, Flourish has been on a mission to help financial advisors evolve from holistic advice to holistic implementation to more fully serve their clients and achieve better outcomes. 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 1,000 RIAs that collectively represent more than $2.6T in assets under management across two products - Flourish Annuities and Flourish Cash - and with our recent acquisition of Sora Finance, we'll be adding a lending offering in 2026. 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 small, highly-collaborative, rapidly-growing startup-backed by the support and stability of a Fortune 500 company.
The Impact
You have a passion for finance, technology and sales. You are a skilled communicator, both verbally and in writing, and you enjoy explaining complex topics in a concise, clear and engaging manner. You are not afraid to roll up your sleeves and jump in, but you are most excited to train, mentor, and manage a growing team of BDRs.
You are excited to join a fast-paced, financial technology startup, and are motivated by the prospect of contributing to our sales efforts. You always take the initiative, have an execution-oriented mindset, and you are comfortable managing multiple concurrent workstreams.
Responsibilities:
The Minimum Qualifications
The Ideal Qualifications
If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need.
California residents: For detailed information about your rights under the California Consumer Privacy Act (CCPA), please visit our California Consumer Privacy Act Disclosures page.
Salary Range: $131,100-$172,000
Full-Time, New York City
The Opportunity
Flourish is looking to hire its first Business Development Manager to lead, manage, and develop a small but growing team of Business Development Representatives. You will be highly involved in the day-to-day activities of the business development representatives, including setting goals, tracking performance metrics, and providing training and support, and work collaboratively with the Head of Business Development to set strategy and goals for the business development organization. You'll work cross-functionally with sales, marketing, relationship management, and overall Flourish leadership on everything from team goals to systems and processes to pipeline contribution, recognizing your team's efforts plays a critical role in our overall go-to-market efforts.
The Team
Since 2017, Flourish has been on a mission to help financial advisors evolve from holistic advice to holistic implementation to more fully serve their clients and achieve better outcomes. 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 1,000 RIAs that collectively represent more than $2.6T in assets under management across two products - Flourish Annuities and Flourish Cash - and with our recent acquisition of Sora Finance, we'll be adding a lending offering in 2026. 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 small, highly-collaborative, rapidly-growing startup-backed by the support and stability of a Fortune 500 company.
The Impact
You have a passion for finance, technology and sales. You are a skilled communicator, both verbally and in writing, and you enjoy explaining complex topics in a concise, clear and engaging manner. You are not afraid to roll up your sleeves and jump in, but you are most excited to train, mentor, and manage a growing team of BDRs.
You are excited to join a fast-paced, financial technology startup, and are motivated by the prospect of contributing to our sales efforts. You always take the initiative, have an execution-oriented mindset, and you are comfortable managing multiple concurrent workstreams.
Responsibilities:
- Lead, coach, and develop a team of BDRs to exceed meeting goals
- Manage business development representatives' daily activities, such as strategic call campaigns, email campaigns and meetings booked
- Establish daily, weekly, and monthly KPIs for outreach, conversations, and conversions, then track daily activities including calls, meetings and campaigns using Hubspot along with proprietary in house tools
- Build and refine outbound prospecting strategies, including call/email cadences, targeting, and messaging
- Provide hands-on coaching through call shadowing, email review, and real-time feedback
- Recruit, hire and onboard new team members in a scalable and efficient manner
- Set individual and team goals based on strategic priorities of the broader team, in collaboration with sales management
- Partner with marketing on lead generation, scoring, nurturing, content, and outbound campaign support
- Provide summary reports to sales management and Flourish leadership regarding key metrics
The Minimum Qualifications
- Bachelor's degree or equivalent working experience
- 1+ year in sales management
- 3+ years of related sales experience
- Demonstrated track record of success in outbound sales activity, including both call and email outreach
- Either have a Series 7 or willingness to get a Series 7 within 90 days of joining
- Either have a Series 63 or willingness to get a Series 63 within 120 days of joining
- 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.
The Ideal Qualifications
- Excellent coaching, mentoring, and motivational skills.
- Strong knowledge of cold outreach strategies (phone/email/social) and modern sales tools (e.g., HubSpot, Outreach, etc.)
- Metrics- and process-driven, with strong organizational and analytical abilities and proficiency in CRM systems
- Strong interest in finance and technology
- 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, both personally and professionally
- Excellent written and verbal communications, both internally and externally
- Strong problem solver and creative, independent thinker
- Energetic, positive and charismatic
If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need.
California residents: For detailed information about your rights under the California Consumer Privacy Act (CCPA), please visit our California Consumer Privacy Act Disclosures page.
Salary Range: $131,100-$172,000
Skills Required
- Bachelor's degree or equivalent working experience
- 1+ year in sales management
- 3+ years of related sales experience
- Demonstrated track record of success in outbound sales activity (call and email outreach)
- Series 7 or willingness to obtain Series 7 within 90 days of joining
- Series 63 or willingness to obtain Series 63 within 120 days of joining
- Ability to pass fingerprint background check and additional FINRA regulatory screenings (may include Form U5 review)
- Strong knowledge of cold outreach strategies and modern sales tools (e.g., HubSpot, Outreach)
- Experience selling to wealth managers or experience at a wealth management firm
- Excellent coaching, mentoring, and motivational skills
- Metrics- and process-driven with strong CRM proficiency
- Excellent written and verbal communication skills
What the Team is Saying
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Alex
Customer Communications Technology Director
Asieh
Head of Regulatory HR Technology
Kymberly
Head of Experience Journey Mapping
Jasmine
Head of Data Science - Investments Domain
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The Company
What We Do
Since 1851, MassMutual’s commitment has always been to help people protect their families, support their communities, and help one another. This is why we want to inspire people to Live Mutual. We’re people helping people. Together, we’re stronger.
Why Work With Us
MassMutual has the financial security and stability of a 170+ year old company, with the culture and energy of a startup. We work every day with the customer front of mind to build the best digital experience in the industry.
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Hybrid Workspace
Employees engage in a combination of remote and on-site work.
We believe in capitalizing on the best of being together in our offices as well as personal flexibility. Our workplace philosophy puts office collaboration first, combined with flexibility to work remotely.
Typical time on-site:
3 days a week
