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Development Financial Manager

Cincinnati, OH · On-site

$85K - $111K/yr

The Finance Manager of Development serves a strategic and mission-critical role in advancing CMHA ... Business Administration, Real Estate, Urban Planning, or related field required. • Master ...

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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 Jun 22, 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.

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 are Business Development professionals 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 June 2026, with employment types broken down into 1% As Needed, 90% Full Time, 8% Part Time, and 1% Contract. Highlights an 94% Physical, 2% Hybrid, and 4% Remote job distribution, with an average salary of $85,602 per year, or $41.2 per hour.
Business Services Representative (Small Business Specialist - External Business Development)

Business Services Representative (Small Business Specialist - External Business Development)

First Citizens Bank

Stuart, FL

Full-time

Posted 13 days ago

First Citizens Bank rating

7.6

Company rating: 7.6 out of 10

Based on 103 frontline employees who took The Breakroom Quiz

79th of 141 rated banks

Job description

Overview

At First Citizens Bank, together we become better. We're looking for people who want more than just a job - who want to make a difference in the communities where we live and work.

The Business Services Representative is responsible for providing cash management solutions to commercial and business banking relationships. This role delivers a full range of business deposits and related services to clients. The BSR partners with Business and Commercial Bankers as a subject matter expert in business deposits and related business services and self-sources new business opportunities.


Responsibilities
  • Sales - Achieve individual and/or team financial, production and relationship results relative to the specific metrics and goals assigned. Sales results should align with the needs of the community and ultimately support the organizational commitment to diverse lending. Engage with customers, prospects and referral sources through proactive outreach. When appropriate, represents the Bank in the community by attending and participating in civic and community events for the purpose of generating additional business and identifying potential CRA opportunities for the Bank. Engage in sales practices that are aligned to create value for both the customer and the bank. Appropriate partnering, planning and preparation occurs to ensure conversations provide the relevant financial guidance needed to drive informed decisions.
  • Service Standards - Foster collaborative partnerships that deliver value for customers, prospects and colleagues. Initiate conversation to uncover sales or referral opportunities. Listen attentively and ask insightful questions to understand customer needs and preferences; and take prompt actions to address immediate needs. Proactively look for way to optimize performance by seeking coaching, supporting Bank initiatives and leveraging tools to enhance activities.
  • Operations and Administration - Comply with all regulations, bank policies, procedures and delegated authorities to manage risk related to credit, operational, reputational, regulatory and legal aspects of personal interactions, customer transactions and financial exposures. Complete required training by established deadlines. Perform general office management duties as assigned to ensure operational efficiency. Associates in roles defined to take deposits are accountable for transaction accuracy and operational efficiency of that function. The results may include an accountability for individual contribution as well as team performance.

Qualifications

Bachelor's Degree and 2 years of experience in Sales or financial services sales OR High School Diploma or GED and 6 years of experience in Sales or financial services sales

Preferred Area of Experience: Business development, business banking, lending, merchant services, treasury managementLicense or Certification Type: Must possess a valid driver's license. Position requires frequent driving to other offices, bank customers, etc. Bank car not provided.

Required Skill(s): Application of a structured sales process, Providing financial guidance and expertise, Financial literacy, Knowledge retail and wealth solutions referred, Knowledge of business deposit and cash management solutions, Business development, Networking and building centers of influence

Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at https://jobs.firstcitizens.com/benefits.

#LI-RM1

Qualifications:

Bachelor's Degree and 2 years of experience in Sales or financial services sales OR High School Diploma or GED and 6 years of experience in Sales or financial services sales

Preferred Area of Experience: Business development, business banking, lending, merchant services, treasury managementLicense or Certification Type: Must possess a valid driver's license. Position requires frequent driving to other offices, bank customers, etc. Bank car not provided.

Required Skill(s): Application of a structured sales process, Providing financial guidance and expertise, Financial literacy, Knowledge retail and wealth solutions referred, Knowledge of business deposit and cash management solutions, Business development, Networking and building centers of influence

Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at https://jobs.firstcitizens.com/benefits.

#LI-RM1

Education:UNAVAILABLEEmployment Type: FULL_TIME

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