Business Development Associate - Enterprise

Job Details

Level

Experienced

Job Location

Westlake, OH

Position Type

Full Time

Job Shift

Day

Job Category

Sales

Description

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.

RESPONSIBILITIES & DUTIES

• Partnership Development & Lead Generation
• 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

Relationship Management & Sales Execution

Pipeline Management and Forecasting

Product and Market Expertise

Compliance and Administration

QUALIFICATIONS

PROFESSIONAL CERTIFICATIONS

TECHNICAL SKILLS

To be successful in this role, you should have experience with and an understanding of the following :

CULTURAL COMPETENCIES

In addition to our core company competencies ofCultivates Innovation,Nimble Learning,Action Oriented,Collaborates, andBeing Resilient, a successful candidate in this role should exhibit the following behavioral competencies :

PHYSICAL DEMANDS / WORK ENVIRONMENT

This job operates in a professional office environment and routinely uses standard office equipment. While performing the duties of this job, the associate is regularly required to speak and hear. The associate is frequently required to sit for extended periods of time, as well as stand, walk, use hands and fingers, and reach with hands and arms. This job requires the ability to lift files, open filing cabinets, and bend or stand on a stool as necessary.

DISCLAIMER / ASSOCIATE ACKNOWLEDGEMENT

The above statements describe the general nature and level of work only. They are not an exhaustive list of all required responsibilities, duties, and skills. Other duties may be added, or this description amended at any time.