Business Development – Financial Technology

Company Description

Envision Financial Systems, Inc. is a leading provider of real‑time shareholder recordkeeping and servicing solutions for the financial services industry. Our comprehensive platform supports shareholder recordkeeping, subaccounting, digital investor portals, bank reconciliation, and business process automation.

Built on open, industry‑standard technology and designed with a customer‑first mindset, Envision’s solutions help clients improve operational efficiency, enhance service quality, and scale with confidence. We partner with investment companies, alternative investment sponsors, service providers, and brokerage firms to deliver reliability for today—and flexibility for the future.

Role Overview

Envision is seeking a Business Development professional to drive new revenue growth and expand market presence. This full‑time role offers work‑from‑home flexibility and is ideal for a self‑starter who enjoys identifying opportunities, building relationships, and engaging prospects through both direct outreach and digital channels.

Key Responsibilities

Identify and pursue new business opportunities through targeted prospecting and lead generation
Conduct market and account research to understand prospective clients’ needs, priorities, and challenges
Build and maintain strong relationships with prospective clients and industry contacts
Collaborate with marketing, and product teams to develop and execute effective sales strategies
Leverage social media and digital platforms to support thought leadership, brand visibility, and prospect engagement
Analyze market and prospect data to identify trends and areas of opportunity that support business growth

Qualifications

Proven experience in business development or sales within financial services and/or financial technology
Strong lead‑generation and market‑research skills, with the ability to translate insights into action
Demonstrated ability to use social media for professional networking, thought leadership, and demand generation
Excellent written and verbal communication skills
Strong analytical skills with the ability to interpret data and identify trends
Self‑motivated and comfortable working independently in a remote environment while contributing to a collaborative team
Bachelor’s degree in Business, Marketing, or a related field

Envision Financial Systems, Inc.

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