Business Development Leader - CI

New York, NY

Full Time

Leap Brands

Mid Level

Job Title:

General Manager / Business Development Leader

Location:

New York, NY (preferred) or Los Angeles, CA
Hybrid model: 4 days/week in-office, Fridays remote with approval

Company Overview:

Our client is a publicly traded financial services firm with a dynamic and entrepreneurial culture. This role sits within a high-growth division focused on delivering a cutting-edge Marketing Technology (MarTech) platform built specifically for independent financial advisors and RIA firms. Backed by a well-resourced parent company, this division is poised for rapid expansion.

Platform Overview:

The MarTech platform is a customizable content and coaching solution designed to empower financial advisors with modern, scalable marketing tools. With five years of proven results and a rapidly growing user base, the platform has already demonstrated strong product-market fit. The current goal is to grow the user base by 10x over the next 24 months.

Position Summary:

The General Manager / Business Development Leader will own the strategy and execution for scaling the MarTech platform. This individual will lead direct advisor acquisition, form enterprise partnerships with RIA aggregators, optimize go-to-market strategy, and collaborate cross-functionally to enhance the platform’s offerings and user experience. This position reports directly to the CEO.

Key Responsibilities:

Contribute to long-term strategic planning, including potential M&A or exit strategy conversations depending on platform performance.
Drive new user acquisition through both enterprise partnerships and direct-to-advisor sales.
Lead product demos, conduct outreach campaigns, and attend key industry events and conferences.
Oversee marketing initiatives including email campaigns, webinars, paid ads, and social media strategy (in collaboration with internal teams).
Identify strategic partnership opportunities and execute business development plans to capitalize on them.
Monitor competitors (e.g., Snappy Kraken, FMG Suite, Brownbridge) and continually refine the platform’s positioning.
Collaborate with internal departments including content, legal, tech, and finance to support operations and growth.
Influence platform improvements based on user feedback and competitive analysis.
Establish and track KPIs—such as demo-to-close ratios, MRR growth, and churn—to ensure continued performance and scale.

Qualifications:

3–7 years of relevant experience in sales, partnerships, or business development—ideally within SaaS, fintech, or marketing technology.
Demonstrated success in a high-growth, entrepreneurial or startup environment.
Strong understanding of the financial advisor market and/or the RIA ecosystem is a significant advantage.
Excellent communication and relationship-building skills; able to pitch, present, and close deals with confidence.
Comfortable leading virtual and in-person demos and developing digital acquisition strategies.
Ability to think strategically while executing tactically across multiple channels and priorities.
Team-first mentality with the flexibility to pivot and adapt in a fast-paced, evolving environment.

Compensation & Benefits:

Base salary: Based on experience
Performance-based incentives: On-target earnings (OTE) of up to $200,000+
Long-term incentive opportunity (bonus, equity, or profit-sharing potential based on performance)
Full corporate benefits package: health insurance, 401(k) with contribution, PTO
Work closely with senior leadership and CEO
Collaborative, high-energy work environment with clear opportunity for advancement

Career Path & Growth:

This position offers long-term growth potential within the MarTech division and the broader corporate ecosystem. High performers may evolve into senior leadership or strategic roles across the platform’s expanding suite of businesses.

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