Business Development Manager

5 days ago

Reston, Virginia, United States Sterling Foundation Management, LLC Full time

Business Development Manager – Financial Advisory Firms Distribution

Sterling Foundation Management | Reston, VA | Full Time

About Sterling

Sterling Foundation Management is a national leader in tax-efficient trust planning and administration. We partner with Registered Investment Advisors (RIAs) and financial planners to help clients reduce taxes, unlock appreciated assets, and build lasting generational wealth.

The Role

We are seeking a driven, articulate
Business Development Manager
to expand Sterling's relationships with RIAs and wealth managers nationwide. The role begins as an internal, phone- and video-based
sales
and marketing position and evolves into a hybrid role that includes attending conferences, webinars and may include travel and onsite visits. Reporting to the CEO, this position offers a unique opportunity to represent Sterling's advanced trust strategies—including Charitable Remainder Trusts, Business Owner Trusts, Stock Diversification Trusts, and other Section 664 solutions—to the nation's leading financial advisors.

What You'll Do


• Discover, develop and manage relationships with RIAs, financial advisors, and wealth managers


• Execute targeted outreach campaigns, follow-up calls, and video meetings


• Qualify opportunities and schedule presentations with Sterling executives


• Educate advisors on how Sterling's trust strategies integrate with client investment and estate plans


• Track pipeline activity and relationship metrics in the CRM system


• Meet or exceed quarterly goals for new advisor relationships and trust business

What We're Looking For


• 2-5 years of experience in financial services, trust administration, or advisor-facing roles


• Proven ability to perform in your current role


• Strong presentation and consultative communication skills


• Ability to work independently and as part of a collaborative team


• Results-oriented mindset with a focus on meeting and exceeding sales targets


• Proficiency in Microsoft Office suite


• Proven ability to get things done, practice drive to accomplish, intellectual curiosity, and professionalism consistent with Sterling's reputation. Prior RIA, trust-industry experience, FINRA, securities, or insurance license strongly preferred but not required

Compensation

Competitive base salary plus performance-based bonus tied to goal achievement. Comprehensive benefits and a defined path toward hybrid and external wholesaling roles.

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