Business Development Manager - North America

About Finstock, Inc.

Finstock, Inc. builds AI-powered financial research, trading analytics, quantitative research, and market intelligence tools for experienced market users, analysts, research teams, and institutions.

Our business development function supports growth across institutional users, research teams, fintech partners, data partnerships, enterprise clients, and market intelligence workflows.

About the Role

We are hiring a Business Development Manager to lead and support Finstock's growth efforts across North America.

In this role, you will identify, qualify, and develop business opportunities with financial institutions, investment research teams, fintech companies, data providers, trading analytics users, enterprise clients, and strategic partners. You will manage outbound prospecting, pipeline development, relationship-building, product positioning, commercial discussions, and cross-functional handoffs.

This is a remote role based in the United States, focused on North America. The role may require occasional business travel for client meetings, conferences, partner meetings, or company offsites, subject to business needs and company approval.

Key Responsibilities

• Develop and manage a qualified business development pipeline across North America.
• Identify target accounts across financial institutions, research teams, fintech companies, investment platforms, trading analytics users, data providers, and enterprise market intelligence buyers.
• Conduct outbound prospecting through LinkedIn, email, professional networks, industry events, referrals, and approved business development tools.
• Build relationships with prospective clients, partners, data vendors, institutional users, and strategic accounts.
• Qualify opportunities based on business need, budget, decision process, product fit, timing, and strategic relevance.
• Present Finstock's financial research, market intelligence, analytics, and AI-assisted workflow capabilities to prospective clients and partners.
• Coordinate product demos, discovery calls, commercial discussions, pilot conversations, and follow-up meetings.
• Collaborate with product, research, data, AI, engineering, finance, and leadership teams to align prospect needs with product capabilities.
• Maintain accurate CRM records, pipeline updates, account notes, opportunity stages, next steps, and forecast inputs.
• Prepare account research, market maps, target lists, outreach messaging, commercial briefs, and management-ready pipeline reports.
• Support partnership discussions involving data providers, fintech platforms, research tools, distribution partners, and institutional workflow integrations.
• Track industry trends, competitor positioning, customer pain points, and market feedback across North America.
• Help refine go-to-market messaging, ICP definitions, sales materials, objection handling, and partner positioning.
• Represent Finstock professionally in external communications, meetings, events, and partner conversations.
• Maintain confidentiality of commercial discussions, prospect information, pricing, partnership terms, and internal company materials.
• Follow internal approval workflows, compliance expectations, data-handling standards, and professional communication requirements.

Required Qualifications

• 3+ years of experience in business development, sales, partnerships, account development, enterprise sales, fintech sales, SaaS sales, capital markets technology, market data, or a related commercial role.
• Experience developing business opportunities with professional or institutional clients.
• Strong understanding of B2B sales cycles, pipeline management, account qualification, discovery, commercial positioning, and stakeholder management.
• Strong written and verbal English communication skills.
• Ability to explain technical, financial, or analytics-oriented products clearly to business and technical stakeholders.
• Strong relationship-building ability and comfort engaging prospects, partners, executives, analysts, product teams, and cross-functional stakeholders.
• Experience using CRM tools, sales trackers, pipeline reports, LinkedIn, email outreach, and structured follow-up workflows.
• Strong organizational skills and ability to manage multiple accounts, opportunities, deadlines, and conversations at the same time.
• Ability to work independently in a remote environment while maintaining clear communication and accurate reporting.
• Professional judgment, confidentiality, and responsible handling of prospect, client, partner, pricing, and company information.
• Ability to work remotely in the United States in compliance with applicable laws and eligibility requirements.

Preferred Qualifications

• Experience in fintech, financial research, market intelligence, trading analytics, investment research platforms, market data, SaaS, AI products, or enterprise software.
• Familiarity with financial institutions, hedge funds, asset managers, research teams, brokers, fintech platforms, wealth platforms, exchanges, market data vendors, or capital markets workflows.
• Experience selling or developing partnerships for analytics tools, research platforms, data products, AI software, financial technology, or enterprise SaaS.
• Understanding of financial markets, equities, ETFs, indices, FX, crypto assets, commodities, financial statements, market data, or institutional research workflows.
• Experience building outbound campaigns, partner maps, account lists, territory plans, sales decks, pitch materials, and pipeline forecasts.
• Experience with HubSpot, Salesforce, Apollo, ZoomInfo, LinkedIn Sales Navigator, Notion, Airtable, or similar commercial tools.
• Ability to collaborate with technical teams on product feedback, integration requirements, enterprise workflows, or client implementation needs.
• Interest in AI-powered market intelligence, quantitative analytics, financial research tools, and responsible decision-support technology.

What You Will Work On

You may work on projects such as:

• Building Finstock's North America business development pipeline.
• Creating target account lists across institutional finance, fintech, research, analytics, and market data segments.
• Running outbound campaigns and discovery calls with prospective clients and partners.
• Supporting product demos, pilot conversations, and enterprise opportunity qualification.
• Building strategic partnerships with data providers, fintech platforms, research organizations, and institutional workflow partners.
• Preparing commercial briefs, pipeline reports, account plans, and market feedback summaries.
• Helping leadership refine positioning, pricing feedback, ICP definition, partner strategy, and go-to-market priorities.

What You Will Gain

• Opportunity to help expand an AI-powered financial research and market intelligence company across North America.
• Direct collaboration with leadership, product, research, AI, engineering, data, finance, and operations teams.
• Exposure to financial market data, fintech partnerships, enterprise SaaS workflows, AI-assisted product development, and institutional market intelligence use cases.
• Remote work with a distributed international team.
• A company email account and access to approved work tools, including Microsoft 365, Outlook, Teams, CRM tools, sales intelligence platforms, and company-approved productivity tools, subject to internal security and usage policies.
• Opportunity to participate in company offsite activities, including possible Hong Kong offsites, subject to business schedule, travel eligibility, visa/documentation requirements, and company approval. Approved business-related travel, accommodation, and reasonable expenses will be covered by the company.

Important Role Boundaries

This is a business development role supporting commercial growth, partnerships, client discovery, pipeline development, and go-to-market execution.

The role does not require or permit the employee to:

• Provide personalized investment, legal, tax, accounting, or financial advice to users, clients, prospects, or partners.
• Recommend that any individual or institution buy, sell, or hold a security based on personal circumstances.
• Execute trades or manage client funds.
• Handle client assets, deposits, or payments.
• Act as a broker, dealer, investment adviser, portfolio manager, or placement agent unless separately authorized by company policy and applicable law.
• Promise or imply investment returns, trading profits, risk-free outcomes, or guaranteed business outcomes.
• Misrepresent product capabilities, pricing, data coverage, licensing rights, regulatory status, or implementation timelines.
• Use unauthorized prospect data, violate platform terms, or bypass internal approval processes.
• Request applicants to pay any application fee, training fee, software fee, equipment fee, or onboarding fee.

Equal Opportunity Statement

Finstock, Inc. considers qualified applicants based on role-related skills, experience, business development ability, communication quality, work quality, availability, and applicable engagement requirements. We do not make hiring decisions based on age, gender, gender identity, religion, ethnicity, race, national origin, disability, sexual orientation, marital status, family status, veteran status, or any other status protected by applicable law.