Business Development Manager - (Bilingual)
Purpose Unlimited
About this role
Purpose Investments, part of Purpose Unlimited, is seeking a Sales Support and Client Relations professional with experience in the financial services industry. The role involves supporting the sales team, maintaining client relationships, and staying informed on industry and product trends to assist advisors and clients.
Skills
Qualifications
About Purpose Unlimited
purpose-unlimited.comPurpose Unlimited is a fintech company that helps investors build wealth, supports financial advisors, fuels small- and medium-business growth, and delivers lifetime-income solutions for retirees. Their platform combines investment and wealth-management tools, advisor-facing technology, capital and growth financing for SMBs, and retirement income products. Purpose focuses on using technology and financial expertise to make long-term, mission-aligned financial solutions more accessible to investors, advisors, entrepreneurs, and retirees.
About Purpose Unlimited
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
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View leadership team, funding history,
and employee contacts for Purpose Unlimited.
Salary
$70k – $75k
per year