Business Development Associate

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.