[Hiring] Director of Business Development @Earnedwealth

Earned is the comprehensive, tax-smart wealth building solution exclusively for doctors, their families, and their practices. With a wide range of individual and practice solutions, we strive to be the only financial partner doctors need. By integrating our personal and practice solutions into an overall strategy, we can fully optimize our clients’ wealth potential and help them achieve better financial outcomes.

Our financial solutions are backed by fiduciary experts and modern, tax-smart technology – including our iOS app, which provides clients with a clear view of their financial trajectory and the value Earned is adding to their portfolio.

We have secured $200M to fund an aggressive acquisition strategy that will accelerate this vision. We are backed by leading growth equity and venture capital investors including Summit Partners, Silversmith Capital, Juxtapose, Hudson Structured, and Breyer Capital.

We are looking for a Director of Business Development who will be a key leader driving Earned’s growth through partnerships and through direct-to-physician efforts. They will join our existing Growth and Advisory teams to focus on new client development and asset formation. The Director of Business Development must be able to create, cultivate and close prospects directly as well as collaborate closely with B2B partners to drive referral business.  This may entail a more consultative sales approach including but not limited to providing a high-level financial plan and advice in conjunction with a prospects tax advisory or other financial service provider.

Given we are a start-up, the successful candidate will be attracted to being a pioneer in a business that is rapidly scaling, inspired by our purpose to serve physicians better- who today are radically underserved by incumbents.  This critical role, as well as our young stage, affords the opportunity to help shape the full company while working closely with a very experienced team of industry experts and entrepreneurs.  There will be an opportunity to develop strategies to optimally close business instead of coming into a “cast in stone” structure and process. 

Key Responsibilities: 

• Collaborate with CPA partners to identify and develop tax-smart wealth acceleration opportunities (e.g., tax-advantaged accounts, charitable giving strategies, direct indexing and automated tax loss harvesting) for existing tax clients → create warm leads based on the relationships CPAs have with clients combined with insight on how to achieve better outcomes working with Earned 

• Leverage expertise in wealth optimization to create custom proposals to prospects, ensuring that they fully understand the benefits of Earned

• Directly create leads and prospects through business development techniques including driving partner referrals/cross-selling or through in-person and digital events with physician prospects  

• Develop and implement strategies that engage marketing-driven and self-created leads to learn more about Earned, culminating in directly closing new target client accounts and achieving growth goals

• Work with the advisor team in connecting new clients to the right advisor. 

• Work closely with Growth Operations team and Business Development representatives to support client development process including prospect proposal materials and lead tracking through closed deals in our CRM and Sales Automation tools

• Lead the creation of the “ecosystem” and “playbook” - that drives client growth and asset formation – across acquisition channels that include internal referral partners, multi-channel marketing and “offline” channels like professional association events  

• Ensure a seamless prospect-to-client experience, closely collaborating with Onboarding, Wealth Advisory, and Operations teams

Key Requirements: 

• Bachelor's degree  preferably in Financial Planning, Finance, Accounting, or Economics (master's degree or MD preferred)

• CFP® certification required 

• Expert with CRM systems such as Salesforce or Hubspot and allied marketing and sales technology 

• Mastery of wealth management and financial planning.  7+ years of wealth management and comprehensive financial planning experience, with a preference for experience working with physicians

• Demonstrated ability to quickly develop a deep understanding of physicians' unique wealth management needs and have mastered the know-how to use a consultative approach that meets prospects where they are. to add value to their daily lives. Proven ability to convey financial advice with empathy, clarity, and confidence

• Proven ability to develop and close high-net-worth prospects; you have a strong track record in business development and acquiring new clients rather than simply maintaining existing ones. Ideally, you have experience in a sophisticated acquisition approach using multiple channels to drive leads including in collaboration with CPAs or other B2B financial service providers serving physicians  

• A track record of working with centers of influence (such as CPAs or lawyers) in the development of new wealth management relationships

• Flexible to meet the availability of physician prospects outside regular hours to accommodate their schedules and travel to attend events to meet with prospects.

• Demonstrated analytical and problem-solving skills

• Excellent written and verbal communication skills

Key Attributes: 

• You are highly empathic and trustworthy: You can understand our client's underlying motivations and concerns while having the professional credibility to earn the trust of people looking for real, evidence-based values

• You are an innovator and a self-starter: You feel comfortable thinking outside the box and creating new ways to develop clients while navigating ambiguity. You are highly motivated and able to thrive in a fast-paced environment

• Attraction to being a pioneer in a new business that is rapidly scaling  

• Purpose driven, inspired to enable people to achieve their maximum financial potential 

• A high performance bar and desire to win, strong structure and collaboration, able to articulate progress against goals  

• A collaborative teammate, you are able to lift the performance of those around them while working toward common goals  

• Willingness to be available when clients are

• Some travel will be required, planned in advance

• An attractive total compensation package

• Employer-sponsored health insurance (medical, dental, vision)

• Free One Medical membership and access to TalkSpace

• 401k + 4% match

• Flexible paid time off