Business Development Manager

Centura Wealth Advisory • San Diego, CA

28d • Onsite

About The Position

The Business Development Manager owns the top of the Casualty Loss funnel and is accountable for one number above all: qualified first meetings held. This person works outbound activity and referral follow-up, qualifies each lead, and delivers it into a booked first meeting that the Sales team runs. It is not a closing role; the sales cycle and the close stay with Sales, and this seat owns everything that moves a qualified prospect to that first meeting. It is a player-coach seat by design: the person carries a personal first-meeting number while managing the team's, and directs Business Development team members as an executional resource against the highest-leverage opportunities. As one of the first and most structural hires in the division's buildout, this role turns a founder- and referral-driven pipeline into a repeatable, systematized first-meeting engine. This role requires the ability to work onsite in our San Diego office.

Requirements

• CRM and process architecture, with the ability to design a workflow and drive team adoption
• Metrics discipline, setting, tracking, and defending top-of-funnel KPIs
• Coaching and accountability, holding others to a standard without quietly doing the work for them
• Personal execution, remaining a producer and comfortable carrying a personal outbound number
• Prioritization and delegation, treating teammates as a resource pool against the best opportunities
• Comfort directing others' activity without formal authority, balanced with genuine consideration of their goals
• Diagnostic and forecasting fluency across the funnel, including basic conversion-rate math
• Proficiency with Salesforce or a comparable CRM, including reporting and data hygiene
• Clear, professional written and verbal communication
• Comfort operating in a fast-paced, high-growth, referral-driven environment
• Bachelor's degree in business, marketing, or a related field
• Five or more years of sales or business development experience, including managing a team's activity at scale
• Track record carrying a personal number while managing the activity of others
• Proficiency in Microsoft Office (Word, Excel, PowerPoint, Outlook)
• Experience with Salesforce or a comparable CRM
• Ability to work onsite in our San Diego office

Responsibilities

• Deliver qualified leads into booked first meetings, owning the number of first meeting held at both a personal and team level
• Architect and manage how the Business Development team uses the CRM (currently Salesforce), and drive team adoption of that workflow
• Set and enforce top-of-funnel activity targets, including outbound volume, referral touches, and meetings booked
• Run a recurring, scorecard-driven weekly accountability cadence that surface underperformance before it becomes a quarter-long problem
• Direct team members' time and priorities toward the highest-leverage activity, treating the team as a resource pool rather than a fixed set of individual quotas
• Own referral follow-up and outbound activity upstream of the sales cycle, handing qualified opportunities to Sales for the close
• Diagnose funnel breakdowns across messaging, list quality, timing, and follow-up cadence, and act on them
• Support the hiring, onboarding, and ramp-to-productivity of Business Development team members
• Perform other duties as assigned, contributing to a collaborative and high-performing team environment

Benefits

• We achieve this by focusing on our clients' needs, upholding the highest ethical standards, fostering a tradition of quality, and investing in the individuals who, together, form our team.
• We cultivate a culture of excellence visible throughout all facets of the company, our practices, and most of all, the work we do for our clients.
• We are committed to creating a diverse and inclusive environment where all employees feel valued and respected.
• We are proud to be an Equal Opportunity Employer and we welcome applicants from all backgrounds.
• We do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other legally protected status.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level