Business Development Partner
About The Position
Join us in building the future of finance. Our mission is to democratize finance for all. An estimated $124 trillion of assets will be inherited by younger generations in the next two decades. The largest transfer of wealth in human history. If you’re ready to be at the epicenter of this historic cultural and financial shift, keep reading. About the team + role We are building an elite team, applying frontier technologies to the world’s biggest financial problems. We’re looking for bold thinkers. Sharp problem-solvers. Builders who are wired to make an impact. Robinhood isn’t a place for complacency, it’s where ambitious people do the best work of their careers. We’re a high-performing, fast-moving team with ethics at the center of everything we do. Expectations are high, and so are the rewards. The TradePMR team empowers financial professionals with innovative technology and unparalleled support tailored to the unique needs of the RIA community. We are a custodial services and technology provider offering a robust platform including portfolio management, digital account opening, and advanced trading tools to help advisors streamline operations and grow their practices. As Business Development Partner, you will have a proven track record of successfully building strong relationships with Independent RIA firms and the ability to influence key decision makers to transition their custodial services to the TradePMR platform This role is based in our Chicago, IL, Clearwater, FL, Westlake, TX office(s), with in-person attendance expected at least 3 days per week. At Robinhood, we believe in the power of in-person work to accelerate progress, spark innovation, and strengthen community. Our office experience is intentional, energizing, and designed to fully support high-performing teams.
Requirements
- A strong understanding of custodial services and the Registered Investment Advisor (RIA) industry.
- Proficiency in using CRM systems, with experience in HubSpot being preferred.
- Excellent presentation and communication skills, both written and verbal.
- Ability to explain complex technical concepts in a clear and understandable manner.
- Strong organizational skills and attention to detail.
Responsibilities
- Conduct compelling and informative demonstrations of the Fusion custodial services technology platform to Registered Investment Advisors (RIAs).
- Assist with the management of the HubSpot CRM system by accurately inputting client data, creating segmented contact lists, and helping to automate sales processes.
- Provide essential support to the sales team by collaborating on scheduling appointments, preparing sales collateral, and handling various administrative tasks.
- Continuously maintain up-to-date product knowledge to answer technical and functional questions from prospects and collaborate with the product development team to share client feedback and insights.
- Contribute to company growth by generating reports to analyze demo and sales activity performance, and by building and maintaining strong relationships with both potential and existing clients.
Benefits
- Challenging, high-impact work to grow your career.
- Performance-driven compensation with multipliers for outsized impact, bonus programs, equity ownership, and 401(k) matching.
- Best-in-class benefits to fuel your work, including 100% paid health insurance for employees with 90% coverage for dependents.
- Lifestyle wallet — a highly flexible benefits spending account for wellness, learning, and more.
- Employer-paid life & disability insurance, fertility benefits, and mental health benefits.
- Time off to recharge including company holidays, paid time off, sick time, parental leave, and more!
- Exceptional office experience with catered meals, events, and comfortable workspaces.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
