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Business Development Financial Services Jobs (NOW HIRING)

Robert Half

Business Development Officer

Greenville, SC · On-site

$60K - $90K/yr

... financial services. • Build and maintain a strong referral network through local business ... development. • At least 2 years of experience in business development, client engagement ...

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

As of May 29, 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 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.

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 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.

Is BDM a stressful job?

Business Development Managers (BDMs) in financial services often face stress due to targets, client demands, and market fluctuations. The role requires strong communication, negotiation skills, and the ability to manage multiple priorities, which can contribute to a high-pressure environment.

What does a BDM do in finance?

A Business Development Manager (BDM) in finance is responsible for identifying new business opportunities, building relationships with clients, and promoting financial products or services. They often analyze market trends, develop strategies to increase revenue, and collaborate with sales and marketing teams to achieve growth targets.

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.

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 May 2026, with employment types broken down into 80% Full Time, 17% Part Time, and 3% Contract. Highlights an 90% Physical, 1% Hybrid, and 9% Remote job distribution, with an average salary of $85,602 per year, or $41.2 per hour.

Onsite Business Consultant -- Operations, Business Development, & Financial Performance

Cogent Talent Solutions

Birmingham, AL

Full-time

Posted 8 hours ago

Job description

Business Operations Consultant/Project Director
 
POSITION OVERVIEW
Work directly with privately held, owner-led businesses to materially improve operational performance, financial controls, and long-term profitability.
 
What sets Cogent Analytics apart is also the defining expectation of this role: we are a client-centric, hands-on consulting firm, and our Project Directors operate as the owner’s boots-on-the-ground co-CEO. For that reason, this role requires 100% domestic travel.
 
Important Fit Note: If your background centers on project coordination, Agile/Scrum facilitation, workflow boards, timeline management, or status reporting, this role will not align with your experience.                                                                                                                                                                                                     
ROLE SUMMARY
Business Consultant Project Directors work directly alongside business owners and leadership teams to install the operational, financial, organizational, and accountability systems required to run effectively and scale sustainably. Just as critical, they coach owners and stakeholders at every level to adopt new ways of thinking, operating, and leading, ensuring changes are understood, embraced, and sustained.
 
This is hands-on, on-site transformation work that demands a roll-up-your-sleeves mindset and active leadership, not project oversight.
 
The Business Consultant leads the client relationship from initial engagement through measurable outcomes, ensuring operational and financial improvement. Key responsibilities include driving financial performance, guiding organizational change, coaching ownership and employees, and managing the full lifecycle of the consulting engagement.
 
QUALIFICATIONS
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
 
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Deliver quantifiable and sustainable value for clients that is reflected through the income statement, balance sheet, cash flow, and quality of life. This is achieved through the successful development, implementation, training, and evaluation of solutions to client challenges.
 
Oversee the identification and communication of work to be completed on behalf of the client. Responsible for clear and concise communication with the assigned Assistant Director or Sr. Project Director.
 
OTHER REQUIREMENTS
Ability to travel onsite with clients (100% travel requirement).
Authorized to work in the United States.
Minimum of five years of consulting experience with a proven track record of delivering value for clients.
Administrative duties completed in a timely and accurate manner.
Ability to communicate in English, both written and verbal.
Valid state-issued driver’s license and current auto insurance.
Advanced computer skills (Microsoft Suite, financial software, dashboards, CRM’s, and PM software)
Proven fiduciary responsibility, successfully managing a budget of 10M+, preferred.
Prior business ownership preferred.
 
COMPETENCIES REQUIRED
Problem Solving – Identifies and resolves problems in a timely manner; develops alternative solutions; uses reason even when dealing with emotional topics.
Change Management – Communicates changes effectively and builds broad consensus; monitors transition and evaluates results.
Leadership – Exhibits confidence in self and others; inspires and motivates others to perform well; accepts feedback from others
Judgement – Displays willingness to make decisions; supports and explains reasoning for decisions. Gains trust of peers and leadership through sound decision-making.
Results Driven – Serious about committing and getting to results. Exemplifies this ability through sound decision-making, backed by logic, understanding contingency planning, with an attitude toward appropriate prioritization and effort.
People Oriented – Possess a high EQ and are readily able to connect and build relationships with clients, their staff, and Cogent team members.
Conflict Management – Empathetic and able to see all perspectives; graciously communicates differing points of view to build understanding; finds agreeable, forward-looking, and policy-aligned solutions to resolve conflicts others would see as irreconcilable.
 
CULTURAL EXPECTATIONS
Given the unique nature of the company and our strong focus on integrity and values, these cultural components of how we operate will be expected:
Cogent Analytics strives to always put our clients first, choosing to do what is in their best interest even if that choice may not be the easy or popular path.
Cogent Analytics maintains the highest professional standards and pledges to operate with integrity and honesty in all that we endeavor to do.
We believe in a collaborative environment between the administrative staff, Leadership (AD and MD), and Project Directors.
We understand and embrace the “Obligation to Challenge," realizing that the status quo can be improved upon based on our unique and diverse capabilities and insights.
We embrace diversity, realizing the benefit of working together and sharing individual exceptional insights with the group. Through these insights discovered in the pursuit of solving problems, we will improve results both for our clients and ourselves.
 
All new Project Directors begin on a 1099 contractor basis for a minimum of 90 days. This serves as a mutual evaluation period. Upon successful completion, you will have the opportunity for review to transition into a full-time W-2 employee role with comprehensive benefits. Compensation is based on billable client work, with significant earning potential tied directly to performance and project engagement. Travel is covered by the company.
#ZR

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.