Top Fintech Sales Development Jobs

Identify and qualify enterprise prospects in private markets through outbound prospecting and inbound lead qualification. Engage senior stakeholders, collaborate with Account Executives to advance pipeline, maintain CRM data hygiene, refine outreach with cross-functional teams, and support scaling of AI-native sales applications and lead-generation processes.

As a Sales Producer, develop a prospecting plan to convert leads into clients, network for new opportunities, and align service offerings with client needs.

Provide consultative advice and customer service to allocated market, manage CRM data, qualify prospects, identify sales opportunities, carry out routine business development and ensure compliance with procedures.

Drive partner solution alignment, activation, and execution within marketplace-enabled deals. Support DSMs and fintech partners, enable client-facing conversations, manage pilot activation, shape deals, grow partner-influenced pipeline, coordinate cross-functional teams, and track attach rate and revenue metrics.

Support a Financial Advisor/team by developing and delivering customized financial plans, performing investment and portfolio analysis, connecting with next-generation clients, assisting implementation and marketing, tracking planning-related revenues, and serving as a planning specialist to drive client growth and close opportunities.

Remote, Texas-based business development role responsible for building and managing provider relationships, driving market expansion, negotiating contracts, presenting company solutions, providing market intelligence, and traveling 40-50% across the assigned territory to ensure contract compliance and grow partnerships.

Manage mortgage sales and develop networks to generate new lending opportunities. Train loan officers, ensure compliance, and meet sales goals.

The Investment Consultant Level I drives sales growth in assigned regions through phone outreach, develops territory strategies, maintains CRM, and builds advisor relationships.

This role directs sales activities for annuity products, focusing on business growth through advisor relationships and sales training, while managing territory sales goals.

The Deployment Strategist will manage enterprise AI deals in wealth management, driving deployment and expansion while engaging with C-suite executives and leading deployment projects.