Business Development Manager

Job overview

The Business Development Manager role is hybrid in New York, NY, with three days in the office. The posting states $82,000 plus bonus. PensionBee’s mission is to make retirement simple by helping individuals consolidate retirement accounts and providing automatic rollover solutions for employers. The manager grows advisor and third-party administrator partnerships for the automatic rollover business. The role combines new-partner sales with relationship management, sales process and materials development, email campaigns, CRM ownership, and coaching a Business Development Representative.

What you'll do

• Win new advisor or TPA partners
• grow existing partnerships
• lead competitive pitches, RFPs, and follow-ups
• create sales materials, scripts, and playbooks
• maintain sales processes and handoffs
• design and measure email campaigns
• administer Pipedrive, including data quality, reporting, and automation
• lead and coach a BDR.

What we're looking for

Skills & competencies

business development manager

b2b sales

channel partnerships

financial advisors

third-party administrators

retirement plans

crm

pipedrive

email campaigns

hybrid

new york ny

pensionbee

$82,000 plus bonus

Work arrangement

• Weekend coverage required

Why this role

Reports to the VP of Employer Partnerships. The posting seeks 4–7 years of B2B sales or channel partnership experience and familiarity with retirement industry concepts and CRM administration.

About the employer

PensionBee is hiring for this role. Industry: Trust, Fiduciary, and Custody Activities. Sector: 52.