Business Development Manager III - Financial Wellness Solutions

In this role, you will drive new client acquisition and expansion of financial wellness solutions for mid-to-large organizations. You will partner with Relationship Managers to pursue opportunities within the East Territory, engaging senior decision-makers to position health and benefit accounts, student debt solutions, earned wage access, and other workforce-finance capabilities. The role blends strategic business development with risk-aware deal framing and cross-functional collaboration. You will travel within the territory to meet clients, prospects, and partners and help grow revenue and market share.

• medical/dental/vision

• Set acquisition strategies and lead new client sales efforts for financial wellness solutions
• Drive revenue growth, market share, and wallet share with complex client needs
• Originate, analyze financials, negotiate, and document non-credit products and services
• Manage risk/return and ensure quality in new and existing client relationships
• Identify client needs, provide insights, and quantify opportunities to deepen client engagement
• Build and leverage internal and external relationships to source and close opportunities
• Present the full bank solution range to clients and drive cross-sell across products
• Utilize reporting and sales tools to identify and convert opportunities
• Mentor teammates and share best practices in financial wellness solutions
• Coordinate with Relationship Managers to support an active pipeline and close deals

• 8+ years of industry experience
• Bachelor's degree (or equivalent work experience)
• Strong competencies in client relationship management, customer experience, and sales negotiation
• Ability to analyze complex financial wellness solutions and benchmark against industry standards
• Willingness to travel within the East Territory and work with cross-functional teams
• Excellent communication and strategic selling skills
• Experience with origination, negotiation, and closing of deals in professional services or manufacturing/healthcare/wholesale/general services sectors is preferred

• Client relationship management
• Effective communication
• Sales negotiation
• Decision making
• Critical thinking
• Mentoring or coaching