BD Manager – Organizations, Partnerships

FinanceWithin

Business development manager sourcing consumer-brand clients and referral partnerships for FinanceWithin’s embedded finance and accounting firm. Managing events, relationships, and qualified opportunities for senior deal teams.

Posted 8/6/2026full-timeRemote • 🇺🇸 United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in business development and relationship management within the finance sector, with a strong focus on origination and client engagement. Proven ability to build and maintain networks with consumer brands and capital partners while utilizing modern tools for efficiency.

Highest-signal resume keywords

Business DevelopmentRelationship ManagementAsset-Based LendingPrivate CreditConsumer Brand Networking

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

OriginationClient-Facing FinanceCommercial LendingData Room SetupPipeline Management

Soft Skills

Strong OrganizationFollow-ThroughSelf-DirectedCommercially Minded

Tools & Technologies

ClaudeModern Tools

Industry Keywords

FintechDTCRetailOmnichannelWholesale

About the role

Key responsibilities & impact

Source new client relationships across consumer brands through warm introductions, targeted outbound, and relationship follow-up
Get qualified founders and CEOs into first conversations with the senior team
Research target brands and identify growth, capital, liquidity, sponsorship, or leadership signals
Develop and manage referral relationships with sponsors, lenders, private credit funds, investment banks, brokers, and adjacent service providers
Track partner-sourced pipeline and formalize new referral channels
Own the firm’s presence at industry events, conferences, and gatherings
Plan and run the event calendar, including selection, on-site presence, and follow-up
Represent FinanceWithin in the market and build durable brand presence
Support active deals with follow-ups, NDAs, information requests, and data room setup
Keep the pipeline clean, current, and accurate
Build templates, cadence, and systems that make origination repeatable
Use Claude and modern tools to research, prepare, and work faster while maintaining rigor

Requirements

What you’ll need

5–7 years in origination, business development, relationship management, or a client-facing finance-related role (required)
Background in asset-based lending, commercial lending, private credit, or fintech (required)
Active network of consumer brands and founders
Relationships that can be activated immediately
Ability to build and maintain relationships with founders, CEOs, and senior capital partners
Strong organization and follow-through
Familiarity with DTC, retail, omnichannel, and wholesale consumer business models (strongly preferred)
Self-directed and commercially minded
Comfortable working in a lean, high-performance, distributed team
Willingness to use Claude and modern tools
Located in the United States
Legally authorized to work in the United States without sponsorship

Benefits

Comp & perks

Competitive base with meaningful upside tied to the pipeline and partnerships you build
Remote-first culture with deep collaboration and little bureaucracy
Direct partnership with the founder and senior team on live deals
A clear, high-impact mandate
Room to grow with the function as the firm scales