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Amplify · 1 month ago

Business Development Associate

Scottsdale, AZ

Full-time

Onsite

New Grad, Entry Level

Amplify is a fast-growing WealthTech platform designed for modern advisory firms. The Business Development Associate will be responsible for generating new business, managing the sales lifecycle, and collaborating with various teams to enhance the client onboarding experience.

AdviceAsset ManagementFinancial ServicesWealth Management

No H1B

Responsibilities

Proactively source and qualify leads across RIAs, broker-dealers, and financial advisory firms

Drive consistent outbound activity: calls, email outreach, webinars, virtual and in-person meetings, and event follow-ups

Manage the complete sales process, prospecting, presenting, negotiating, closing, and transitioning new clients

Partner closely with the sales team to align messaging, strategy, and pipeline development

Work with Marketing, Product, and Client Success to refine value propositions and improve conversion

Represent Amplify at key industry events, conferences, and networking opportunities

Maintain accurate CRM records with detailed activity tracking and pipeline updates

Provide forecasts, market feedback, and insights to senior leadership and the Chief Growth Officer

Contribute to a high-accountability culture where no task is above or below anyone

Qualification

New Business GenerationOutbound SalesRIA Ecosystem KnowledgeWealthTech UnderstandingPipeline ManagementCRM ProficiencyExceptional CommunicationOrganizational Skills

Required

A motivated hunter, persistent outreach, resourceful problem-solver, comfortable creating your own opportunities

Proven success driving outbound sales without relying on inbound leads

Experience selling to RIAs, broker-dealers, financial advisors, or deep familiarity with the RIA ecosystem

Strong understanding of WealthTech, custodial platforms, and ideally TAMP offerings

Exceptional communication skills, clear, confident, and able to tailor messaging to different advisory audiences

Highly organized with strong follow-through and pipeline discipline

Willingness to travel 25% (onsite) or 50% (remote)

Eligible to work in the U.S., sponsorship not available

Benefits

Medical, Dental, and Vision insurance

Life insurance

401(k) with matching

Paid time off

Relocation assistance available for strong onsite candidates

Company

Amplify

Amplify delivers a scalable, flexible digital wealth management ecosystem that enriches all aspects of your firm, empowering your advisors to focus on winning the moments that matter.

Scottsdale, Arizona, USA

51-200 employees