Who Is AdvisorEngine

We believe that the future of financial advice is personal, scientific and beautiful – these three ideals drive everything that we do.

AdvisorEngine is a leading wealth management fintech platform that creates a unified experience across financial advisors, investors, and business management personnel. Our wealth management platform enables financial advisors to deliver an engaging, personalized client experience and to operate at scale through smart automation.

Our team is made up of designers, enterprise technologists, data scientists, futurists, and business builders. We are based in NYC and Raleigh, NC. If you love data and are driven to create the future of financial advice, we’d love to hear from you.

About this role

We are a growth driven company looking for an energetic and engaging Business Development Manager (BDM) to sell our wealth management technology platform to RIAs, Broker Dealers and Banks. The ideal BDM will have a track record of success managing deal cycles requiring prospecting, sales funnel management, sales presentations, product demonstrations, organizational skills, and complex sales management. This is an incredible sales opportunity for someone who has a passion to win, understands wealth management, is passionate about technology, has sold technical solutions, and can creatively sell solutions to prospects and clients.


  • Meet monthly sales goals by selling the company's wealth management software solutions to Registered Investment Advisors, Independent Broker Dealers and Banks
  • Manage a robust sales funnel moving sales opportunities forward through consultative selling
  • Utilize company CRM database to document prospective client behavior and feedback
  • Consult with clients on their internal processes and challenge leaders to drive change across their organization.
  • Have a deep/expert understanding of our software platform and the ability to effectively demonstrate its features and compared to the competitive landscape

Required Skills & Experience

  • 5+ years of experience selling wealth technology solutions required. Specifically, portfolio management and/or TAMP solutions
  • Well-developed organizational skills, with attention to detail
  • Ability to prioritize and maintain multiple client requests
  • Ability to describe and demonstrate the company’s software to potential clients
  • Commitment to provide an outstanding client experience
  • Effective and concise verbal and written communicator
  • Fast learner with the ability to learn new technology and platforms both internally and in our competitive ecosystem
  • Enthusiastic team-centric personality
  • Desire to learn, grow and be coached
  • Tech savvy and proficient in the Microsoft Office suite of products and G Suite
  • Bachelor’s degree preferred
  • The role can be based in either New York City or Raleigh, NC