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UPSTATE COIN & GOLD

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Business Development Manager

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In an ever-shifting economic climate, precious metals continue to serve as the world’s oldest financial institution providing certainty and stability throughout times of turbulence. Within the unique field of precious metals, Upstate Coin and Gold offers the opportunity to cultivate a career atop history’s longest standing economic cornerstone; Growth, stability and opportunity.

Position Overview

We are seeking a highly driven, dual-faceted Business Development Manager to drive new client acquisition while leading a high-performing team. In this dynamic role, you will be the driving force behind our growth strategy, responsible for everything from frontline prospecting. The ideal candidate is a proactive leader who thrives in a fast-paced environment, excels at building trust with clients, and knows how to build robust training programs that motivate a team to exceed performance goals.

Responsibilities:

Team Leadership & Development

  • Mentorship: Lead, motivate, and mentor a team of business developers, fostering a culture of high performance, continuous learning, and close collaboration.
  • Performance Management: Set clear, measurable performance expectations. Provide consistent feedback and conduct formal performance reviews to support professional growth.
  • Talent Acquisition: Recruit, hire, and onboard new traders, ensuring they are fully equipped with the skills, system knowledge, and market understanding required to succeed.

Lead Generation & Prospecting

  • Pipeline Development: Build, maintain, and continually optimize a robust list of target leads.
  • Outbound Engagement: Conduct strategic cold calls to engage decision-makers and meticulously qualify prospects.
  • Rapid Response: Execute same-day follow-ups with warm leads to capitalize on momentum and maximize conversion opportunities.

Lead Management & Compliance

  • Pipeline Tracking: Track and actively manage all leads as they move through the stringent compliance process.
  • Cross-Functional Collaboration: Partner directly with internal teams, particularly Compliance, to clear roadblocks and facilitate a smooth, efficient onboarding process.

CRM Hygiene & Data Integrity

  • Comprehensive Record-Keeping: Maintain an immaculate CRM database.
  • Documentation: Ensure all required qualification documents are properly uploaded and attached to the correct account profiles.

Account Management & Handoff

  • Seamless Transitions: Orchestrate the smooth handoff of fully qualified and onboarded accounts to the Account Management team.
  • Client Communication: Maintain a highly professional, responsive line of communication with prospects throughout their entire evaluation and onboarding journey.

Sales Enablement

  • Strategic Alignment: Plan and conduct best-in-class Sales Kick-Off (SKO) meetings to align the team on overarching goals, targets, and market strategies.
  • Product Showcases: Lead comprehensive Platform Gold demos to showcase product capabilities, feature sets, and value propositions to prospective clients

Coaching, Training & Program Development

  • Building a Training Program: Design, implement, and continuously refine a comprehensive, scalable training program from the ground up for both new hires and existing staff.
  • Coaching and Training: Conduct ongoing 1-on-1 coaching, group training sessions, and role-playing exercises to enhance the team's sales tactics, objection handling, and product knowledge.
  • Curriculum Management: Create training materials, playbooks, and standardized operating procedures (SOPs) that ensure consistency across the sales and trading floors.

Skills

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See also

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