Business Development Desk Manager

About the team + role

The Business Development Desk is a proactive outbound sales team responsible for general asset gathering and migrating customers into our Concierge program through consolidation of assets. This team serves as brand ambassadors, education and creating awareness of all the available products and solutions available that would help the customer reach their financial goals. The team works closely with all of our customer facing teams to ensure a truly white glove/Concierge experience through the onboarding process. In this role, you will lead a team responsible for growing assets and expanding customer relationships here at Robinhood..

As a Manager of Business Development, you will lead, coach, and develop a team of Onboarding Specialists who support customers throughout their onboarding journey while also exploring any additional opportunities to consolidate/win more share of wallet. You will oversee and enhance sales pipelines, review opportunities worked for Compliance and Oversight and coaching to overall sales process and customer experience.

You will be responsible for driving team strategy, establishing operating efficiency, and driving asset growth through pipeline management and ongoing coaching and development of sales agents. In addition to developing your team, you will partner closely with product, compliance, legal, and external service providers to evolve the Business Development Desk offering, expand pipelines of opportunities and ensure all customer interactions meet all regulatory standards including RegBI and telemarketing compliance.

This is a highly cross-functional leadership role where you will work closely with our customer facing teams and business partners to drive/increase referrals to the desk and identify operational and account signals to automate additional opportunities to win new business.

This role is based in our Denver, CO or Westlake, TX office(s), with in-person attendance expected 5 days per week.

At Robinhood, we believe in the power of in-person work to accelerate progress, spark innovation, and strengthen community. Our office experience is intentional, energizing, and designed to fully support high-performing teams. Local travel may be required to meet with customers and participate in in-person events.

What you’ll do

• Lead, coach, and develop a team of Onboarding Specialists, driving high performance, new new assets and professional growth
• Ensure all team goals are being met/exceeded, including gross deposits (COV), agent productivity (opportunities worked) and limiting/addressing all Compliance infractions.
• Oversee customer interactions from a team of Onboarding Specialists ensuring compliance with all RegBI, telemarketing rules and internal policies.
• Create a culture of high performance while reinforcing policies, supervisory procedures, and regulatory standards
• Partner cross-functionally with our customer facing partners, product, compliance, legal, and external service providers to improve workflows, expand capabilities, and enhance the customer experience
• Monitor and improve team performance through data, coaching, and process optimization, identifying opportunities to scale impact efficiently
• Ensure high-quality documentation and adherence to firm and regulatory standards across all customer interactions
• Support escalation management and complex customer situations, providing guidance and oversight where needed
• Drive initiatives to increase customer engagement, including asset consolidation, product adoption, and deeper relationship development
• Bring a strong customer-first mindset, fostering a culture of empathy, clarity, and trust in all client interactions

What you bring

• Clean U5
• Current SIE, Series 7 and 66
• Series 24 or 9/10
• 5+ years experience in sales coaching/leadership, or related financial services roles
• Ability to guide agents through the sales process and develop their skills in uncovering assets through consultative engagement
• Experience with sales coaching and supervision/oversight
• Demonstrated ability to support asset consolidation, deepen client relationships, and increase engagement with financial products in a compliant, customer-first manner
• Commitment to acting in the customer’s best interest while adhering to all regulatory requirements
• The ability to thrive in a dynamic and evolving environment, with a constant drive to increase and enhance the value of our offering.
• A willingness and aptitude to leverage AI tools to enhance productivity and drive innovation within your role.