Business Development Manager, Wealth Management and Capital Markets

Location: US (remote)

Datos Insights, an insights and advisory firm serving the financial services industry, is seeking a Business Development Manager to join our growing Sales team and focus primarily on generating new business for Wealth Management and Capital Markets advisory services. This is a “hunter” role in a fast-growing part of the business and requires strong sales process and a tenacious approach toward prospecting and new client pursuit.  

The ideal candidate has a zeal for finding growth! Strong sales process, intellectual curiosity and joy in balancing autonomy and group work are all great predictors of success at Datos. 

Datos Insights is an insights and advisory firm providing mission-critical insights on technology, regulations, strategy, and operations to banks, insurers, payments providers, and investment firms—as well as the technology and service providers that support them. 

Interested and qualified?  Please send your resume and cover letter to [email protected].

Desired experience and capabilities include:

  • 3-10 years of B2B business development experience 
  • The ability to engage C-level and senior leadership within client organizations 
  • A track record of overachievement on goals or quotas 
  • Growth mindset! Love building your own business through prospecting, appointment setting, creation of thoughtful presentation decks 
  • Strong IT skills (CRM, Excel, PPT, SharePoint, Outlook) with the ability to learn new tools in role; Proficiency with preferred 
  • Outstanding written and oral communication skills, and strong organizational skills 
  • English fluency, a bachelor’s degree and a willingness to travel up to 20% of the time 
  • Experience in the wealth management, capital markets industry and selling a subscription-based model are a plus, but not required


  • Prospect potential new clients and run sales cycles to generate new subscription and research revenue 
  • Investigate and understand the business objectives of potential clients in order to develop and demonstrate a solution tailored to their needs 
  • Effectively present the value of Datos’ products and services to potential clients using existing collateral, as well as self-created/tailored presentations, as needed 
  • Achieve sales activity and pipeline targets 
  • Achieve quarterly and annual sales targets  
  • Maintain accurate records of sales activity, forecasting data, and client data in the CRM 
  • Run crisp business management practices. Participate in a regular cadence of forecasting and territory planning on a monthly/quarterly/annual basis. Prepare for and participate in internal pipeline review calls to apprise management of client status 


Datos Insights is committed to offering a rewarding professional environment. The compensation package includes base salary, incentives, 401(k) with a 6% employer match, flexible time off, and full medical, dental, and vision benefits.  
Datos Insights is an equal-opportunity employer. Datos Insights will never contact you from a domain other than,,, or