Job Description
Job Description
The Business Development Manager owns the top of the Casualty Loss funnel and is accountable
for one number above all: qualified first meetings held. This person works outbound activity and
referral follow-up, qualifies each lead, and delivers it into a booked first meeting that the Sales
team runs. It is not a closing role; the sales cycle and the close stay with Sales, and this seat owns
everything that moves a qualified prospect to that first meeting. It is a player-coach seat by design:
the person carries a personal first-meeting number while managing the team's, and directs
Business Development team members as an executional resource against the highest-leverage
opportunities. As one of the first and most structural hires in the division's buildout, this role turns
a founder- and referral-driven pipeline into a repeatable, systematized first-meeting engine. This
role requires the ability to work onsite in our San Diego office.
Primary Responsibilities:
- Deliver qualified leads into booked first meetings, owning the number of first meeting held at both a personal and team level
- Architect and manage how the Business Development team uses the CRM (currently Salesforce), and drive team adoption of that workflow
- Set and enforce top-of-funnel activity targets, including outbound volume, referral touches, and meetings booked
- Run a recurring, scorecard-driven weekly accountability cadence that surface underperformance before it becomes a quarter-long problem
- Direct team members' time and priorities toward the highest-leverage activity, treating the team as a resource pool rather than a fixed set of individual quotas
- Own referral follow-up and outbound activity upstream of the sales cycle, handing qualified opportunities to Sales for the close
- Diagnose funnel breakdowns across messaging, list quality, timing, and follow-up cadence, and act on them
- Support the hiring, onboarding, and ramp-to-productivity of Business Development team members
- Perform other duties as assigned, contributing to a collaborative and high-performing team environment
Knowledge, Skills and Abilities:
- CRM and process architecture, with the ability to design a workflow and drive team adoption
- Metrics discipline, setting, tracking, and defending top-of-funnel KPIs
- Coaching and accountability, holding others to a standard without quietly doing the work for them
- Personal execution, remaining a producer and comfortable carrying a personal outbound number
- Prioritization and delegation, treating teammates as a resource pool against the best opportunities
- Comfort directing others' activity without formal authority, balanced with genuine consideration of their goals
- Diagnostic and forecasting fluency across the funnel, including basic conversion-rate math
- Proficiency with Salesforce or a comparable CRM, including reporting and data hygiene
- Clear, professional written and verbal communication
- Comfort operating in a fast-paced, high-growth, referral-driven environment
Minimum Qualifications:
- Bachelor's degree in business, marketing, or a related field
- Five or more years of sales or business development experience, including managing a team's activity at scale
- Track record carrying a personal number while managing the activity of others
- Proficiency in Microsoft Office (Word, Excel, PowerPoint, Outlook)
- Experience with Salesforce or a comparable CRM
- Ability to work onsite in our San Diego office
Competencies:
- Accountability
- Leadership
- Communication
- Initiative
- Prioritization
- Adaptability
- Metrics Discipline
- Teamwork
Centura Investment Advisory, headquartered in San Diego with a national presence, is an SEC Registered Investment Advisory firm delivering innovative Investment and Wealth Management
services to affluent families, business owners, and Corporate Executives. Our skilled professionals have been crafting sophisticated financial solutions as a team since 2005, yielding total Investment efficiency and purpose to those looking to liberate their wealth. We achieve this by focusing on our clients' needs, upholding the highest ethical standards, fostering a tradition of quality, and investing in the individuals who, together, form our team. In doing so we cultivate a culture of excellence visible throughout all facets of the company, our practices, and most of all, the work we do for our clients.
At Centura Wealth Advisory, we are committed to creating a diverse and inclusive environment where all employees feel valued and respected. We are proud to be an Equal Opportunity Employer and we welcome applicants from all backgrounds. We do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other legally protected status.
Expected salary range: $160,000 - $180,000.