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