tl;dr — Our client is looking for a remote Business Development & Marketing Manager to accelerate their record-setting growth. The job is to build strategic B2B relationships, drive targeted lead generation, and position their founder as the go-to expert for tech sector financial planning. If you succeed, you'll be the growth engine behind a thriving practice.
At a glance
● Job Title: Business Development & Marketing Manager
● Location: Remote-first (US-based)
● Comp: $80,000-$100,000 base + production bonus based on lead generation and client acquisition
● Other: Health Insurance, Dental Insurance, and Unlimited PTO
● Requirements: Proven track record in B2B2C business development and marketing, preferably in financial services or professional services
About the firm
Our client is an established and rapidly growing wealth management firm serving high-income individuals and families. They've built something special: institutional-grade financial planning with boutique-level service and responsiveness.
They specialize in complex planning for high earners navigating stock compensation, concentrated equity, and multi-state tax situations. Their approach is holistic, tax-efficient, and deeply personal—not cookie-cutter or transactional. Clients are sophisticated professionals and executives—particularly in the technology sector—who value strategic guidance and long-term relationships.
This is a high-performing, female-led company that values collaboration, continuous learning, and excellence. Professional yet warm, ambitious yet sustainable. The founder has been featured in Forbes, CNN, and other major media outlets as a thought leader in financial management strategies.
The role
We are looking for a Director of Business Development & Marketing to continue accelerating their record-setting growth. Your job: build strategic B2B relationships to reach retail prospects, drive targeted lead generation through creative outreach and engagement tactics, and position the founder as the go-to expert for tech sector financial planning.
This isn't a narrow marketing role: it's full-stack growth execution. You'll build employer and affinity group partnerships to reach target segments,, coordinate high-value events, create compelling content, manage digital marketing campaigns, and leverage the founder's media presence to generate quality leads. You'll be the strategic architect and hands-on executor of the firm's business development engine, with the aim of growing and leading the marketing function.
This role is for someone who loves connecting people, building partnerships, and seeing the direct business results of their work. You'll work closely with the founder and team, translating brand authority into real growth. The best part? You'll have significant autonomy to test strategies, build relationships, and drive outcomes while being part of a collaborative, high-performing team.
Key responsibilities
Build strategic B2B partnerships.
● Identify strategic partnership and event opportunities aligned with the ideal client profile
● Build relationships with technology companies, HR leaders and affinity groups
● Secure opportunities for the founder to present educational sessions
● Navigate complex organizational structures to connect with decision-makers
Drive targeted lead generation.
● Identify, coordinate, and execute participation in targeted industry events
● Develop and manage digital advertising campaigns across multiple platforms
● Leverage the firm's existing book of business for referral generation and expansion
● Design strategies to convert the founder's media presence (Forbes, CNN, etc.) into lead-generation opportunities
Create compelling marketing content.
● Develop presentations, articles, and digital assets for the founder to deliver across multiple channels
● Create content that positions the firm as thought leaders in tech sector financial planning
● Translate complex financial concepts into engaging, accessible content for target audiences
● Amplify brand authority through strategic content distribution and media leverage
What we're looking for
● Outcome-focused with proven results. Track record of generating leads and driving measurable business growth. You're motivated by real results, not just activity.
● Connector mindset. Skilled at building strong relationships with external partners and identifying strategic opportunities. Natural networker who opens doors.
● Strategic marketer. Creative thinker who can translate brand authority and media presence into actionable growth campaigns. You see opportunities others miss.
● Execution-oriented. Hands-on professional who thrives in a lean team environment and can take ownership from strategy through implementation. You don't just plan—you do.
● Tech-savvy. Comfortable leveraging digital marketing tools, analytics, and content platforms to maximize reach and impact. Data-informed decision maker.
● Entrepreneurial and self-motivated. You thrive in a virtual, autonomous environment without micromanagement. High agency, intrinsic drive to win.
● Professional with collaborative spirit. Mature, team-oriented mindset. Fits seamlessly into our supportive, values-driven, all-female environment.
● Bonus: Experience in financial services, wealth management, or professional services marketing.
● Bonus: Established relationships with technology companies or HR departments in the tech sector.
Why work with our client
● You want to be the growth engine. Your work directly drives the firm's expansion. You'll see the real business impact of every partnership you build and campaign you run.
● You want real autonomy. Significant freedom to test strategies, build relationships, and execute campaigns. No one wants to micromanage you here.
● You want to leverage real brand authority. Work with a founder who has genuine media presence (Forbes, CNN) and thought leadership—not building from scratch.
● You value work-life integration. Virtual-first structure with unlimited PTO means you can drive results while maintaining the flexibility that matters to you.
● You want to work with sophisticated clients. Support a practice serving high-income tech professionals who value strategic planning and are willing to pay for exceptional service.
● You want a high-performing team culture. Work with ambitious, supportive colleagues in an environment focused on shared success.
● Strong comp structure with performance upside. Competitive base plus production bonus tied directly to the leads and clients you generate. Win for the firm, win for yourself.
Why you shouldn't work with our client
● You want a purely strategic role without hands-on execution responsibility.
● You prefer working in a traditional office environment with daily in-person interaction.
● You need a large marketing team beneath you to be effective.
● You're uncomfortable with being measured on tangible business outcomes like leads and acquisitions.
● You prefer brand marketing and awareness campaigns over direct lead generation.
● You need extensive hand-holding or prefer following a rigid playbook.
● Building relationships and networking feels uncomfortable or unnatural to you.
Job Type: Full-time
Base Pay: $80,000.00 - $100,000.00 per year
Benefits:
- Dental insurance
- Flexible schedule
- Health insurance
- Paid time off
- Parental leave
- Tuition reimbursement
Work Location: Remote
