About this opportunity
Strategic Wealth Designers lists this Business Development Director opportunity in charlotte, North Carolina. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Nearly 23 years ago, 23-year-old Matthew Dicken grew frustrated with the issues plaguing the financial services industry and set out on a mission to change the industry standard and prioritize clients in retirement planning. What started as a small two-person team in a 1,200 sq. ft. office in Louisville, KY, has evolved into the Strategic Wealth Designers we now know, with 18 locations across the U.S. and almost 100 employees. As we continue to grow, we’re looking for passionate individuals to help take us to even greater heights.
At Strategic Wealth Designers (SWD) , we don’t hire to fill seats. We hire people who move the needle. We set a high bar and expect you to raise it. We measure ourselves by results and build systems that scale rather than excuses that justify misses. We value discipline, extreme ownership and real outcomes.
The Mission
You’re not here to manage sales verticals.
You’re here to build, scale and own the growth engine behind our non-traditional product lines.
You will architect and lead revenue verticals that:
Convert efficiently and consistently
Build long-term enterprise value
This is not a “support sales” role.
This is an own the growth infrastructure role.
If vertical revenue scales profitably and predictably, you did your job.
If funnels stall, conversion drops, or partnerships underperform, you own it, diagnose it and fix it.
You are responsible for turning opportunity into structured, measurable growth.
What Winning Looks Like
You’ll know you’re winning when:
Each vertical has clear KPIs and consistently hits growth targets
Lead flow is predictable and conversion rates improve quarter over quarter
Strategic partnerships generate measurable, repeatable revenue
Sales teams have clear process, accountability and performance visibility
Marketing alignment produces qualified opportunities, not just activity
Infrastructure is strong enough to scale across multiple verticals
We don’t build verticals to say we have them.
We build them to scale them.
What You’ll Be Responsible For
The Business Development Director will oversee the strategic growth, infrastructure development and performance of revenue-driving verticals within the firm. This is a leadership role focused on scalable growth, systems, accountability and execution. This is not a direct sales production role.
You are the filter between opportunity and execution.
Sales Vertical Growth and Oversight
You will own and optimize revenue-driving verticals including but not limited to:
Property & Casualty
Referral business
Insurance
Securities Based Lending
Cash Management Solutions
You will:
Develop and execute strategic growth plans for each vertical
Establish revenue targets, KPIs, and performance dashboards
Diagnose process inefficiencies and eliminate conversion bottlenecks
Build scalable sales frameworks and standards
Ensure clean execution across each funnel
You don’t just oversee verticals, you make them perform.
Business Development & Expansion
Identify and evaluate new vertical opportunities aligned with firm growth
Develop outbound and inbound lead generation strategies
Build structured cross-sell opportunities across advisory relationships
Conduct market research to anticipate trends and competitive threats
Translate opportunity into actionable initiatives
We build it intentionally.
Partnership Development
Identify, negotiate, and onboard new referral and acquisition opportunities
Strengthen and systematize existing referral relationships
Build a measurable referral tracking and replication framework
Ensure partnerships produce consistent and predictable lead flow
If a partnership doesn’t produce measurable growth, you refine it or replace it.
Leadership and Accountability
Provide clear direction and performance accountability to vertical leaders
Define scalable processes, reporting standards and execution rhythms
Monitor pipeline performance and revenue realization
Hold teams accountable to outcomes, not activity
You build leaders who build results.
Cross-Functional Alignment
Partner with marketing to ensure campaign effectiveness and conversion optimization
Coordinate with Advisors, Operations, and Compliance to ensure seamless client experience
Present performance insights and growth opportunities to Senior Leadership
Ensure all initiatives meet regulatory and licensing standards
Growth without alignment creates friction.
You eliminate friction.
5 plus years of business development, sales leadership or partnership management experience, preferably within financial services, insurance or a multi-line advisory firm.
Proven track record of building and scaling revenue-generating verticals within a small to mid-sized company.
Experience with Property & Casualty, Medicare, and/or Insurance strongly preferred
Strong understanding of client acquisition strategies and cross-sell opportunities (preferably within an advisory firm)
Demonstrated ability to build scalable processes from concept to execution
Experience leading teams and holding performance accountability
Strong analytical thinking with the ability to diagnose inefficiencies
Experience collaborating cross-functionally with marketing, compliance and operations
Who You Are
A strategic growth operator
You think in outcomes, not activity
You see process gaps before they impact revenue
You hold others accountable without hesitation
You move from idea to execution quickly
You are comfortable in both strategy and tactical implementation
You build systems that make growth repeatable
You don’t just support growth.
You build the infrastructure that makes it predictable.
Who This is Not For
This is not for someone who:
Wants to sell instead of lead
Avoids accountability for revenue outcomes
Focuses on activity instead of measurable growth
Struggles to balance strategy with execution
Waits for something to happen instead of seeking out opportunities for growth
Compensation
Base salary starting at $150,000, with total compensation up to $300,000 based on firm profitability and growth in revenue generated from ancillary services, plus a generous benefits package.
We offer a comprehensive benefit package designed to support your health, family and growth. Some key offerings:
Employer sponsored Medical, Dental & Vision plans along with additional ancillary options
Employer match program for 401(k), eligible for both Tradition and Roth accounts
$2,500 annual Professional Development budget to support your growth
Generous Paid Time Off package and Company-wide Holidays
Our Core Values
Absolute Ownership: We take full responsibility for outcomes, follow through on our commitments, and solve problems without passing the buck.
Selflessness: We put the team and clients first, collaborate openly, and measure success by shared wins, not individual credit. We recognize that our strength lies in unity.
Tenaciously Driven: We pursue excellence relentlessly, push past obstacles, and refuse to settle for the status quo.
Coachable Mindset: We stay open to feedback, committed to learning, and focused on continuous improvement no matter how skilled or experienced we are.
Compassionate Honesty: We speak the truth with empathy, delivering clear, respectful feedback that strengthens trust and relationships.
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Worksite address
charlotte, NC, 28245, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.