Sales Business Development Manager

About Kingsley Wealth Partners

Kingsley Wealth Partners is a client–advisor matching platform. We help individuals, families, and business owners identify their preferred type of independent advisor by capturing their goals and preferences, then introducing them to a short list of best-fit options. Our mission is simple: create high-trust introductions and an exceptional matching experience for both clients and advisors.

Role Overview

As our Business Development Manager, you will:

1. Build and manage relationships with independent advisors—sourcing, vetting, onboarding, and maintaining a high-quality partner network.
2. Run our “Find-My-Fit” intake with prospective clients—a quick, 5-minute call to clarify their goals and preferences, then facilitate introductions to 2–3 advisor options that align with what they want.

You’ll work a focused outreach rhythm, keep a clean CRM, and drive predictable throughput from first touch to booked introductions.

Responsibilities

• Make 50+ outbound touches/day (calls, SMS, email, LinkedIn) across advisor prospects and prospective clients.
• Source, recruit, and onboard independent advisors; create profiles by niche, service model, planning philosophy, and client fit.
• Conduct a 5-minute “Find-My-Fit” call with new client inquiries; capture goals, preferences, and constraints.
• Present 2–3 advisor options that align with the client’s preferences and book introductions; confirm details and follow up for feedback.
• Maintain an organized CRM pipeline (stages, notes, next steps, SLA response times).
• Partner with marketing to improve lead quality and with operations to refine scripts, rubrics, and playbooks.
• Consistently meet activity and conversion goals across advisor recruitment, client intake, and booked introductions.

Qualifications

• 3–5+ years in business development, partnerships, recruiting, or a two-sided marketplace/staffing environment.
• Proven comfort with high-velocity outreach and warm, consultative conversations.
• Excellent listening and communication skills (phone, Zoom, SMS, email).
• Process-driven with strong CRM discipline (HubSpot, Close, Salesforce, or similar).
• Entrepreneurial “builder” mindset; resourceful, organized, and accountable.
• Familiarity with wealth/financial-services terminology is helpful but not required (we’ll train on our matching framework).

What We Offer

• Competitive base salary plus performance bonus tied to completed introductions and satisfaction outcomes.
• Training, scripts, and CRM tools to run the intake → match → intro workflow.
• A supportive, fast-moving culture with clear advancement paths (Advisor Partnerships, Partner Success, Operations).