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Business Development Financial Services information

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$36.5K

$85.6K

$149K

How much do business development financial services jobs pay per year?

As of Aug 4, 2026, the average yearly pay for business development financial services in the United States is $85,602.00, according to ZipRecruiter salary data. Most workers in this role earn between $61,000.00 and $100,000.00 per year, depending on experience, location, and employer.

What is business development in financial services?

Business development in financial services involves identifying and pursuing new client opportunities, building relationships, and expanding the company's market presence. Professionals in this field often use sales strategies, networking, and industry knowledge to drive growth and revenue for financial institutions such as banks, investment firms, or insurance companies.

How does a business development professional in financial services typically collaborate with other departments to achieve growth targets?

In Financial Services, Business Development professionals work closely with teams such as marketing, product development, compliance, and client relationship management. They coordinate with marketing to develop targeted campaigns, collaborate with product teams to tailor financial solutions for clients, and ensure all initiatives align with regulatory standards by involving compliance. Regular cross-functional meetings and strategic planning sessions are common, fostering a team-oriented environment where each department's expertise contributes to securing new business and expanding existing partnerships.

What is the difference between Business Development Financial Services vs Financial Advisor?

AspectBusiness Development Financial ServicesFinancial Advisor
Primary FocusGenerating new business opportunities and expanding client baseProviding personalized financial planning and investment advice
Required CredentialsSales, marketing, or financial industry knowledge; certifications like Series 7 or 63 may be helpfulCertifications such as CFP, CFA, or Series 7
Work EnvironmentCorporate offices, client meetings, networking eventsOne-on-one client meetings, financial planning sessions
Employer & Industry UsageFinancial services firms, banks, investment companiesIndependent or firm-based financial planning firms, banks

While both roles operate within the financial industry, Business Development Financial Services focuses on acquiring new clients and expanding business, whereas a Financial Advisor concentrates on providing tailored financial advice to existing clients. Understanding these differences helps clarify career paths and employer expectations in the financial sector.

What are the key skills and qualifications needed to thrive as a business development professional in financial services, and why are they important?

A successful Business Development professional in Financial Services needs strong analytical abilities, financial acumen, and in-depth industry knowledge, often supported by a degree in finance, business, or a related field. Familiarity with CRM software, financial modeling tools, and regulatory compliance systems is typically required. Outstanding communication, negotiation skills, and relationship-building abilities help individuals excel in this client-facing role. These competencies are vital for identifying opportunities, building trust with clients, and driving sustainable growth in a highly competitive market.

What is a business development professional in financial services?

Business Development professionals in Financial Services are responsible for identifying and pursuing new business opportunities, building relationships with clients, and driving the growth of financial products or services. They work with banks, investment firms, insurance companies, and other financial institutions to expand market share, create partnerships, and increase revenue. Their tasks often include market research, networking, negotiating deals, and developing strategies to meet organizational goals. These professionals play a key role in ensuring their company stays competitive in the evolving financial sector.
More about Business Development Financial Services jobs
What states have the most Business Development Financial Services jobs? States with the most job openings for Business Development Financial Services jobs include:
What job categories do people searching Business Development Financial Services jobs look for? The top searched job categories for Business Development Financial Services jobs are:
Business Development Financial Services jobs near you
Infographic showing various Business Development Financial Services job openings in the United States as of July 2026, with employment types broken down into 84% Full Time, 13% Part Time, and 3% Contract. Highlights an 90% Physical, 3% Hybrid, and 7% Remote job distribution, with an average salary of $85,602 per year, or $41.2 per hour.

Business Development - Financial Channel

GTM Payroll Services Inc

Clifton Park, NY • On-site

$70K - $90K/yr

Full-time

Re-posted yesterday

Job description


About the Role

GTM is seeking a dynamic and relationship-driven Business Development professional to build and expand strategic partnerships with CPAs, accounting firms, and family offices to drive referrals and increase conversion rates for our household division. This role is ideal for a polished professional who thrives in consultative environments and can position GTM's household services as a trusted extension of financial advisory offerings.

You'll play a key role in driving high-value referrals, strengthening partner relationships, and elevating GTM's presence within the accounting and advisory community.


What You'll Do

  • Develop and execute a targeted strategy to grow referral partnerships with CPA firms and family offices to increase referrasl to our household division
  • Build and manage a pipeline of active and prospective partners
  • Conduct outreach via phone, email, and in-person meetings to establish new relationships
  • Maintain ongoing partner engagement through regular check-ins and strategic touchpoints
  • Deliver CPE presentations (virtual and in-person) to educate partners on GTM services
  • Position GTM as a value-added solution that enhances client offerings
  • Provide partners with insights, tools, and resources to better serve their clients
  • Track referral activity, conversion rates, and overall channel performance
  • Collaborate with internal teams to ensure a seamless referral and client experience
  • Represent GTM at industry events, conferences, and networking opportunities
  • Partner with Marketing on campaigns and content tailored to the accounting audience
  • Maintain accurate partner activity records in CRM systems

What You Bring

  • Strong communication and relationship-building skills
  • Ability to influence, consult, and overcome objections
  • High attention to detail and strong organizational skills
  • Ability to manage multiple priorities and partnerships simultaneously
  • Proficiency with Microsoft Office and CRM platforms

Qualifications

  • Bachelor's degree required
  • 5+ years of experience in business development, partnerships, or marketing
  • Experience in payroll, tax, insurance, HR, or related industries preferred
  • Experience with consultative sales or phone-based outreach is a plus

What Sets You Apart

  • Executive presence and ability to build trust with financial professionals
  • Experience presenting to professional audiences (CPE or similar)
  • Strategic mindset with a focus on long-term partnership growth
  • High level of professionalism and business acumen

Why Join GTM?

  • Opportunity to build and own a high-impact partner channel
  • Collaborative, growth-focused environment
  • Visibility with leadership and key industry stakeholders
  • Competitive compensation and benefits package

If you're a strategic relationship builder who can confidently engage financial professionals and drive meaningful partnerships, we'd love to hear from you.