Business Development Associate - Enterprise

EQUITY ADMINISTRATIVE SERVICES INC AND AFFILIATES•Westlake, OH

75d

About The Position

JOB OVERVIEW The Business Development Associate (BDA) drives revenue growth by identifying, qualifying, and developing distribution opportunities with fintech platforms, digital investment services, wealth technology providers, and financial service platforms. Working closely with the Business Development Manager (BDM), this role focuses on high-velocity prospecting and relationship development with technology-enabled companies seeking to integrate or offer self-directed IRA capabilities to their users. This is a consultative, entrepreneurial sales role requiring technical fluency and the ability to navigate complex platform organizations.

Requirements

Bachelor's degree in business, technology, finance, or related field; equivalent work experience demonstrating entrepreneurial success and technical aptitude may be considered in lieu of degree
Minimum three (3) years of successful high-velocity B2B sales, business development, or partnership development experience
Demonstrated track record of meeting or exceeding pipeline generation and revenue targets in a metrics-driven environment
Experience with consultative selling and qualification methodologies
Strong pipeline management and forecasting abilities
Salesforce CRM or similar sales management systems (required) - advanced proficiency with pipeline management, opportunity tracking, and forecasting
Experience tracking and reporting on sales metrics and KPIs including activity metrics, conversion rates, and pipeline velocity
Working knowledge of technical partnership concepts including APIs, integrations, platform architectures, and digital service delivery models (does not require engineering background, but must be able to understand and discuss technical requirements with stakeholders)
Intermediate-level proficiency in Microsoft Office (Excel, PowerPoint, Word, Outlook)
Customer Focus
Resourcefulness
Communicates Effectively
Results Driven
Entrepreneurial Mindset
Instills Trust
Self-Motivated
Technical Curiosity

Responsibilities

Generates and qualifies a minimum of 25 new platform partnership opportunities per quarter through targeted outbound prospecting into fintech, wealth tech, digital platforms, and investment technology ecosystems
Identifies integration opportunities where Equity Trust's API, white-label solutions, or custody services align with platform partner needs
Conducts market research to identify emerging fintech companies, platform providers, and technology-enabled financial services firms
Schedules and conducts a minimum of 60 qualified decision-maker meetings per quarter with platform partners (product leaders, partnership teams, business development, and technical stakeholders) in concert with the Business Development Manager
Navigates complex organizational structures to identify and engage key stakeholders across product, engineering, partnerships, and business development functions
Achieves quarterly revenue contribution targets (as defined by Sales Leadership) through platform partnerships and integration opportunities
Articulates technical partnership models including API integrations, revenue sharing arrangements, white-label solutions, and referral frameworks
Documents all sales activities, meetings, and opportunities in Salesforce CRM within 24 hours of occurrence with complete and accurate data
Coordinates and facilitates weekly pipeline review meetings with BDM(s) to ensure CRM accuracy, review qualified opportunity progression, and support accurate revenue forecasts
Applies structured qualification methodologies (e.g., MEDDIC, BANT) to assess opportunity viability and technical fit
Maintains comprehensive understanding of Equity Trust's self-directed IRA products, custody services, API capabilities, and integration options
Develops working knowledge of fintech partnership structures, technical integration requirements, and platform decision-making processes
Understands competitive landscape in custodial services, alternative investment platforms, and wealth technology integrations
Communicates technical concepts (APIs, webhooks, data integrations, SSO) effectively with both technical and non-technical stakeholders
Ensures compliance with internal and external rules, policies and procedures, and regulatory requirements
Travels to existing and prospective platform partners, fintech conferences, and industry events as needed
Performs other duties as assigned