Business Development Desk Manager

Robinhood
Denver
Workplace: OnsiteFull timeUSD 109,000 - 128,000 annuallyFunction: Business Development & PartnershipsExperience: 5+ yearsSkills: ["Customer-first mindset","Leadership","Coaching","Compliance mindset","Process optimization"]

Lead a team of Onboarding Specialists in an outbound Business Development Desk that consolidates customer assets and moves customers into a Concierge program. You’ll coach and develop agents, manage sales pipelines and performance metrics, and oversee customer interactions to ensure RegBI, telemarketing compliance, and internal standards. Partner cross-functionally with product, compliance, legal, and external providers to improve workflows, scale opportunities, and drive asset growth and deeper customer relationships.

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Robinhood
Robinhood
4 days ago

Business Development Desk Manager

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Job Summary

Lead a team of Onboarding Specialists in an outbound Business Development Desk that consolidates customer assets and moves customers into a Concierge program. You’ll coach and develop agents, manage sales pipelines and performance metrics, and oversee customer interactions to ensure RegBI, telemarketing compliance, and internal standards. Partner cross-functionally with product, compliance, legal, and external providers to improve workflows, scale opportunities, and drive asset growth and deeper customer relationships.
Location: Denver
Workplace: Onsite
Employment Type: Full time
Job Function: Business Development & Partnerships
Seniority: Manager level

Key Responsibilities

  • •Lead, coach, and develop a team of Onboarding Specialists to drive high performance, growth in new assets, and agent professional development.
  • •Ensure team goals are met or exceeded, including gross deposits and agent productivity, while limiting and addressing Compliance infractions.
  • •Oversee customer interactions to ensure compliance with RegBI, telemarketing rules, and internal policies.
  • •Partner cross-functionally with product, compliance, legal, and external service providers to improve workflows, expand capabilities, and enhance customer experience.
  • •Monitor and improve performance using data, coaching, and process optimization; support escalations and drive initiatives like asset consolidation and deeper relationship development.
Travel: Low travel

Pay and Benefits

Salary: USD 109,000 - 128,000 annually
Equity and Bonus:Equity

Key Requirements

  • •Clean U5.
  • •Current SIE, Series 7, and 66.
  • •Series 24 or 9/10.
  • •5+ years of experience in sales coaching/leadership or related financial services roles.
  • •Ability to guide agents through the consultative sales process to uncover assets, while supporting compliant, customer-first asset consolidation and relationship growth.
Experience:5+ yearsFinancial services
Skills:Customer-first mindsetLeadershipCoachingCompliance mindsetProcess optimization
Certifications:SIESeries 7Series 66Series 24Series 9/10
Languages:English
Tech Stack:AI tools

Company Brief

Robinhood
Commission-free trading platform offering stocks, ETFs, options, and cryptocurrencies, plus cash management and retirement products. Aims to democratize finance through easy-to-use mobile and web apps for retail investors.
Industry: Trading Platforms
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Menlo Park, United States
Founded: 2013
WebsiteLinkedIn