Strategic Wealth Designers · 1 day ago
Business Development Director
Fort Worth, TX
Full-time
Onsite
Mid, Senior Level
$150K/yr - $190K/yr
5+ years expStrategic Wealth Designers is a full-service financial firm specializing in assisting individuals near or in retirement. They are looking for a Business Development Director to take ownership of non-traditional product verticals, optimize revenue channels, and build scalable processes to drive growth within the organization.
Financial Services
Hiring Manager
Hannah Gowen
Responsibilities
Lead and scale multiple non-traditional product verticals, including: Property & Casualty, Medicare, Financial Planning, Insurance, Securities-Based Lending (SBL), Cash Management, Referral Partner Channels
Identify what's holding each vertical back, whether it’s operational inefficiencies, capacity issues, unclear roles, and implement sustainable improvements as well as develop new ideas to drive even further success
Build and execute growth strategies with clear KPIs, accountability, and team alignment
Design, implement and refine scalable funnels that drive consistent and predictable revenue
Create infrastructure for repeatable execution with reporting, SOPs, workflows, and delegation systems that allow for increased conversion rates, efficiency and client lifetime value
Define clear roles, expectations, and systems for vertical leads and support staff that ensure success
Roll out performance dashboards to drive transparency and alignment and facilitate continued development
Build infrastructure where it does not exist, including workflows, staffing models, vendor relationships, compensation structures and reporting
Identify and negotiate new partner or referral opportunities
Strengthen and scale existing relationships through systems that track, reward, and replicate high-value referrals while also identifying opportunities to enhance or strengthen those systems
Partner with Marketing to create cohesive strategies for each non-traditional product and ensure their alignment with execution (messaging, campaigns, events, lead-gen)
Work closely with Advisors and Operations to ensure frictionless handoffs, smooth client onboarding, and high close rates while integrating offerings into the broader client experience
Partner with Compliance to maintain licensing standards and regulatory requirements
Provide hands-on leadership for each non-traditional business unit and support with everything from strategic planning to tactical coaching
Create a culture of accountability, communication, and performance excellence
Serve as a connective tissue between business units and executive leadership
Qualification
Required
5+ years of experience in business development, sales operations, or non-traditional product ownership (preferably in financial services, insurance, or advisory firms)
Experience launching or optimizing non-traditional product lines (Medicare, P&C, SBL, insurance, etc.)
Proven success in building scalable processes across multi-disciplinary teams
Strong understanding of client acquisition, cross-sell strategies, and revenue operations
Excellent communicator, written, verbal, and interpersonal
Skilled at influencing across departments (e.g., marketing, compliance, operations)
Excited about building the future of financial services from the inside
Benefits
Generous benefits package
Bonus dependent upon firm profitability and growth in revenue generated from ancillary services
Company
Strategic Wealth Designers
Strategic Wealth Designers is an independent retirement planning firm focused on safer money strategies & providing an unmatched experience
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Dustin Stanley
Executive Vice President and Partner
Jordan Schwartz
Partner
Company data provided by crunchbase