Business Development Representative

Flourish

2 months ago

4.3 on Glassdoor

New York, NY

Hybrid

Full Time

Junior

2 applicants

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About this role

An early member of Flourish’s business development team supporting the company’s fintech products for independent Registered Investment Advisors. The role contributes to the company’s sales efforts by sourcing and qualifying meetings, supporting sales operations and technology, and helping scale advisor-focused financial products. It is positioned at a fast-growing startup backed by MassMutual.

Skills

Qualifications

Bachelor's DegreeFINRA Series 7Fingerprint Background Check

About Flourish

flourish.com

Flourish builds a client experience and financial planning platform that helps financial advisors improve client outcomes by enabling holistic advice beyond investment portfolios. Their tools let advisors aggregate client financial data, manage cash flow, budgets, goals and planning workflows, and deliver an interactive client-facing portal—integrating with Plaid and major advisor systems and custodians. By combining data aggregation, integrations, and scalable advisor workflows, Flourish helps firms deepen client relationships and expand services beyond traditional wealth management.