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Robinhood is seeking a Business Development Desk Manager to lead a proactive outbound sales team focused on asset gathering and customer migration into their Concierge program. The Business Development Desk serves as brand ambassadors, educating customers about available products and solutions while ensuring a white-glove onboarding experience.
In this role, you will lead and develop a team of Onboarding Specialists, driving asset growth and expanding customer relationships. You'll oversee sales pipelines, ensure compliance with regulatory standards (RegBI, telemarketing rules), and coach your team on sales processes and customer experience. Key responsibilities include establishing operating efficiency, managing team strategy, and driving asset growth through pipeline management and ongoing agent development.
You'll work cross-functionally with product, compliance, legal, and external service providers to evolve the Business Development Desk offering and expand opportunity pipelines. You'll also partner with customer-facing teams to increase referrals and identify operational signals to automate new business opportunities.
Specific duties include leading and coaching Onboarding Specialists for high performance and professional growth, ensuring team goals are met (gross deposits, agent productivity, compliance), overseeing customer interactions for regulatory compliance, creating a high-performance culture, monitoring team performance through data and coaching, ensuring quality documentation, supporting escalation management, and driving initiatives for customer engagement and asset consolidation.
The role requires a strong customer-first mindset, fostering empathy, clarity, and trust in all client interactions. You'll be expected to thrive in a dynamic environment with a constant drive to increase and enhance the value of offerings, and you should be willing to leverage AI tools to enhance productivity and drive innovation.
This position is based in Denver, CO or Westlake, TX with in-person attendance expected 5 days per week. Local travel may be required for customer meetings and in-person events.
