Senior Business Development Manager, Tax Channel

Oracle Cloud ERP is a leading provider in the financial services industry, and they are seeking a Senior Business Development Manager for their Tax Channel. This role is responsible for managing strategic advisor partnerships and ensuring effective execution of the Tax & Wealth Partners Program.

Responsibilities:

• Own the Tax & Wealth Partners Program strategy, execution, and ongoing optimization
• Recruit and activate strategic advisor partnerships by facilitating effective advisor‑to‑advisor matches through internal and external sourcing channels
• Own partnership discussions from initial outreach through signed affiliation and handoff to the internal onboarding team
• Consult Financial Professionals on how and when to engage potential tax professionals and coach advisors on leveraging the Tax Intelligent Analyzer and approved marketing resources
• Serve as the central point of coordination for advisor relationships, working with internal stakeholders to support onboarding, activation, and ongoing partnership success
• Facilitate advisor alignment by ensuring clarity around revenue splits, expectations, and long‑term partnership goals
• Monitor partnership health and performance indicators, proactively addressing issues impacting activation, productivity, or sustainability
• Maintain accurate pipeline forecasting, activity tracking, and reporting within Salesforce, and analyze program‑level trends to inform leadership decisions
• Educate internal teams on program objectives, referral processes, and Salesforce lead management
• Prepare program updates, insights, and executive‑level materials related to partnership outcomes and strategic initiatives
• Represent the program in advisor meetings, recruiting discussions, industry events, and internal forums

Requirements:

• Bachelor's degree in Finance, Business, or a related field (or equivalent experience)
• Minimum of 7+ years of experience in financial services, advisor recruiting, business development, or program management
• Strong experience in program ownership, partnership development, or business development within financial services
• Deep understanding of advisor business models, including revenue sharing, referral structures, and client servicing roles
• Proven skill in aligning multiple stakeholders around shared outcomes
• Strategic mindset with the ability to translate vision into scalable processes
• Excellent relationship‑building, communication, and facilitation skills
• Experience working directly with financial advisors, wealth management programs, or advisor partnerships strongly preferred