Job Details

Job Description
Our client is looking for a full-time Business Development Associate to build and scale our affiliate partnership pipeline within a highly regulated financial services environment. This role supports lead generation and revenue growth for mortgage products through high-volume outbound outreach and partner relationship management. You will own the partnership lifecycle from initial prospecting through launch, working closely with marketing and compliance teams to ensure compliant, high-quality lead flow.
Required Skills & Experience

• 2+ years of experience in financial services, or B2B partnerships
• Strong proficiency with Salesforce or similar CRM platforms
• Experience managing partner relationships from outreach through onboarding
• Comfort operating in regulated, compliance-driven environments
• Ability to thrive in a fast-paced, metrics-driven, collaborative setting

What You Will Be Doing

• Build and manage an affiliate partnership pipeline driving qualified leads
• Research and prospect potential partners across financial services, senior-focused businesses, and digital channels
• Execute daily outbound outreach via phone, email, and LinkedIn
• Qualify inbound and outbound leads and schedule partner meetings
• Coordinate partner onboarding and provide compliant marketing assets
• Maintain CRM pipeline accuracy, track KPIs, and report weekly on performance
• Ensure all partner communications and materials meet compliance standards

Strategy & Activity Breakdown

• 40% Partner Prospecting & Outbound Outreach
• 25% Partner Relationship Management & Onboarding
• 20% CRM Management, Reporting & Pipeline Optimization
• 15% Market Research, Strategy & Cross-Functional Collaboration

Daily Responsibilities

• 50% Hands-On Prospecting & Outreach
• 25% Partner Management & Coordination
• 25% Reporting, Collaboration & Compliance Alignment

The Offer
You will receive the following benefits:

• Medical, Dental, and Vision Insurance
• Paid Vacation Time
• 401(k)

Applicants must be currently authorized to work in the United States on a full-time basis now and in the future.

Posted by: Paul Kim

Specialization :

• Sales / Business Dev