CareerPlan

Director, Strategic Business Development

New YorkFull-time2026-10-08 → 2026-11-11

Core

Opening doors to senior executives at regulated financial institutions to generate qualified access meetings for the senior commercial team.

Role type

Director, Strategic Business Development (Access Generation)

Builds

AI-powered Financial Intelligence System for regulated financial institutions

Domain

Financial Services / Regulated Banking / Wealth Management

Deliverable

client delivery

Required skills

Enterprise sales, strategic account planning, executive relationship building, research and intelligence, stakeholder mapping, persuasive communication

Preferred skills

Banking or wealth-management experience, navigating large organizations, tenacity, resourcefulness

Technologies

Generative AI, Financial Intelligence Systems

Responsibilities

Research target banks and map leadership/strategic priorities; Plan access strategies for senior executives; Reach C-level leaders directly to secure first meetings; Engage a second stakeholder from a different function; Write hand-off briefs for the senior commercial team; Feed insights back to refine target lists and positioning.