Flourish
Pick a job to read the details
Tap any role on the left — its description and apply link will open here.
Since 2017, Flourish has been on a mission to help financial advisors evolve from holistic advice to holistic implementation to better serve their clients and grow their businesses. We focus on independent Registered Investment Advisors (RIAs), delivering financial products that advisors can’t easily access today through beautiful, scalable, and easy-to-use technology.
Today, we work with over 1,100 RIAs that collectively represent more than $2.6T in assets under management across three products: Flourish Cash, Flourish Lending, and Flourish Annuities. Headquartered in New York City, we are an independently-operating, wholly-owned subsidiary of MassMutual Life Insurance Company.
Read on if you are interested in joining a dynamic, highly-collaborative, rapidly-growing startup—backed by the support and stability of a Fortune 500 company.
About You
You are an ambitious self-starter who is looking to join a new division of a fast-growing fintech as one our first Mortgage Loan Officers. You love providing truly white-glove client support and have excellent communication and problem-solving skills — with an established track record of successfully managing a large pipeline of home loans. With deep knowledge of the mortgage industry, you can leverage your consultative skills to help educate clients on the best available products to them.
You’re equally adept at working with internal partners across the organization as you are in gracefully handling complicated communication directly with clients. You’re excited to join a small, growing team at a fast-paced fintech, as you are extremely self-motivated, excited to contribute to building a lending program from the ground up, love identifying and solving problems, and are motivated by the prospect of driving change in the lending industry.
About the Role
As a Mortgage Loan Officer on the Flourish team, you will be tasked with providing our clients with an exceptional borrowing experience while also contributing to teamwide efforts in developing a recently-launched business line. Your primary responsibility will be to quickly and seamlessly execute home financings by working directly with financial advisors and their clients, prioritizing speed of responsiveness and white-glove service throughout the entirety of the loan lifecycle, with all opportunities sourced through a unique new distribution channel. At the same time, you will contribute to our overall efforts in building out the business line, whether that is in assisting in development of new policies and procedures, trialing new software, or suggesting countless improvements as we work to improve everything from the client experience to speed of closing.
Principal Responsibilities
- Consult and educate clients to assess their financing needs and guide them toward the most suitable mortgage solutions, helping them secure the best financial outcomes
- Develop and maintain strong relationships with financial advisors, collaborating to create a seamless and positive home-buying experience for end clients
- Serve as the primary point of contact for all home financing inquiries, providing expert knowledge on key products, particularly jumbo transactions
- Manage an ongoing pipeline of loans, focusing primarily on home purchases, refinances, and HELOCs
- Drive a best-in-class conversion funnel leveraging data to inform actions
- Work cross-functionally across product operations, and technology to ensure optimal customer outcomes
- Manage your loan pipeline to ensure you are always on top of client communications, even if it occasionally requires work outside non-standard business hours
- Obtain mortgage licensing in an estimated 15-20 states, with support from Flourish for registration and ongoing continuing education
- Maintain excellent communication with internal Flourish leadership and stakeholders
- Exercise considerable judgment and analysis to arrive at recommendations and/or conclusions
- Stay current on general trends in the financial markets and mortgage industry, with a focus on wealth management and lending
- This position is expected to be able to support across the continental US time zones
Minimum Qualifications
- Bachelor's degree or equivalent practical experience
- 4+ years of mortgage lending experience
- Active NMLS license or registration
- Expertise in mortgage guidelines, including Fannie Mae and Freddie Mac, with a preference for experience in Jumbo and non-QM loans
- Position is based in Dallas, requiring residency in the Greater DFW area
- Due to the nature of this position, as part of the background check process, candidates must be able to pass a fingerprint background check to qualify as a fingerprinted person under FINRA. For roles requiring registration, additional regulatory screenings may apply, including a review of Form U5 disclosures and other relevant licensing information
Preferred Qualifications
- Strong relationship-building abilities, ensuring clear and timely communication with advisors, borrowers, and agents
- Tech-savvy mindset, with the ability to quickly learn and adapt to new systems as the mortgage industry evolves
- Mortgage licensed in multiple states
- A genuine passion for delivering exceptional customer service
- A proactive, ownership-driven mindset, treating responsibilities with care and dedication
At Flourish, we focus on ensuring fair, equitable pay by providing competitive salaries, along with bonus and incentive opportunities and benefits for all employees.
Base Salary Range: $95,100 - $124,800 plus bonus
Disclosures:
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status.
Ready to apply?
Apply to Flourish
Since 2017, Flourish has been on a mission to help financial advisors evolve from holistic advice to holistic implementation to better serve their clients and grow their businesses. We focus on independent Registered Investment Advisors (RIAs), delivering financial products that advisors can’t easily access today through beautiful, scalable, and easy-to-use technology.
Today, we work with over 1,100 RIAs that collectively represent more than $2.6T in assets under management across three products: Flourish Cash, Flourish Lending, and Flourish Annuities. Headquartered in New York City, we are an independently-operating, wholly-owned subsidiary of MassMutual Life Insurance Company.
Read on if you are interested in joining a dynamic, highly-collaborative, rapidly-growing startup—backed by the support and stability of a Fortune 500 company.
About You
You are an ambitious self-starter looking to join a fast-growing fintech startup as a client support specialist. You love providing truly white-glove client support, whether via phone, email or chat, and have excellent communication skills (both written and verbal). You have a penchant for explaining complex, technical details to non-technical audiences. You have an indefatigable approach to problem solving and see every client interaction as an opportunity to improve the business overall.
Beyond providing support, you are also excited to contribute to every aspect of a growing client support organization, from optimizing the technology we use to preparing reporting to thinking strategically about how we can provide better service, more efficiently. You also love collecting client feedback and sharing with our product organization to help us understand client requests and act as a key voice in improving the product.
About the Role
As a client support representative, you’ll provide client support via phone, email and chat from 9am to 5pm PT / 11am to 7pm CT, leveraging both internal and external tools. Client questions will range from providing straightforward answers about our products to solving in-depth issues that require a deep understanding of both our product and client circumstances – you can get a sense of the issues our clients ask about on our online Help Center FAQs. You’ll partner with our product team and work closely with engineers to help resolve thorny issues within a dynamic, always-changing environment.
Equally as important as providing white-glove support will be contributing to our client support organization. This will include building the playbook we’ll use to scale our client support organization, tagging and tracking client issues to identify trends, reporting on metrics used to efficiently run our business, and developing and maintaining internal and external client support materials, from email templates to phone scripts to client-facing FAQs. Given the small size of our team, this role is far more dynamic than the typical support role, and will involve operating within a fast-paced, technology centric environment that is constantly evolving.
Responsibilities
- Support company growth by providing clients with an excellent, white-glove client experience across phone, email and chat, including technical support
- Work closely with internal stakeholders, including product teams, sales, and relationship management, to effectively resolve client issues
- Conduct routine client outreach to address account servicing issues and participate in ad hoc projects and initiatives as needed
- Assist with the review and onboarding process for new accounts
- Develop and maintain external client support materials, from email templates to call scripts to FAQs
- Participate in support center scheduling, aligning staffing and hours of availability to inbound client demands
- Real time queue management for phone support
- Define and implement short-term business strategies to improve client experience and increase support team efficiency
- Training and development of new support representatives, including development of training materials
- Ensure all support-related tasks are completed in a timely matter, including working past the close of support hours as needed
- Must be able to work West Coast hours (9am - 5pm PT) and have flexibility to cover other US timezones as needed
Minimum Qualifications
- High School diploma or equivalent
- 3+ years of Client Support experience within financial services, or similar client-facing role with a significant volume of phone or email interaction
- A FINRA Series 7 license
- Due to the nature of this position, as part of the background check process, candidates must be able to pass a fingerprint background check to qualify as a fingerprinted person under FINRA. For roles requiring registration, additional regulatory screenings may apply, including a review of Form U5 disclosures and other relevant licensing information.
- A curious, analytical mind and strong problem-solving skills
- Self-starter with a positive attitude
- A professional, personable and humble manner
- Excellent interpersonal skills, as well as verbal and written communication skills
- Position is a remote role based in Dallas
Preferred Qualifications
- Experience with client support process improvements, metrics, reporting, hiring or training of support representatives, or similar
- A genuine passion for delivering exceptional customer service
- A proactive, ownership-driven mindset, treating responsibilities with care and dedication
At Flourish, we focus on ensuring fair, equitable pay by providing competitive salaries, along with bonus and incentive opportunities and benefits for all employees.
Base Salary Range: $61,000 - $80,000 plus bonus
Disclosures:
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status.
Ready to apply?
Apply to Flourish
Since 2017, Flourish has been on a mission to help financial advisors evolve from holistic advice to holistic implementation to better serve their clients and grow their businesses. We focus on independent Registered Investment Advisors (RIAs), delivering financial products that advisors can’t easily access today through beautiful, scalable, and easy-to-use technology.
Today, we work with over 1,100 RIAs that collectively represent more than $2.6T in assets under management across three products: Flourish Cash, Flourish Lending, and Flourish Annuities. Headquartered in New York City, we are an independently-operating, wholly-owned subsidiary of MassMutual Life Insurance Company.
Read on if you are interested in joining a dynamic, highly-collaborative, rapidly-growing startup—backed by the support and stability of a Fortune 500 company.
About You
You have a passion for finance, technology and sales. You are a skilled communicator, both verbally and in writing, and you enjoy explaining complex topics in a concise, clear and engaging manner. You are not afraid to roll up your sleeves and jump in, but you are most excited to train, mentor, and manage a growing team of BDRs.
You are excited to join a fast-paced, financial technology startup, and are motivated by the prospect of contributing to our sales efforts. You always take the initiative, have an execution-oriented mindset, and you are comfortable managing multiple concurrent work streams.
About the Role
Flourish is looking to hire a Business Development Manager to lead, manage, and develop a small but growing team of Business Development Representatives. You will be highly involved in the day-to-day activities of the business development representatives, including setting goals, tracking performance metrics, and providing training and support, and work collaboratively with the Head of Business Development to set strategy and goals for the business development organization. You’ll work cross-functionally with sales, marketing, relationship management, and overall Flourish leadership on everything from team goals to systems and processes to pipeline contribution, recognizing your team’s efforts plays a critical role in our overall go-to-market efforts.
Principal Responsibilities
- Lead, coach, and develop a team of BDRs to exceed meeting goals
- Manage business development representatives’ daily activities, such as strategic call campaigns, email campaigns and meetings booked
- Establish daily, weekly, and monthly KPIs for outreach, conversations, and conversions, then track daily activities including calls, meetings and campaigns using Hubspot along with proprietary in house tools
- Build and refine outbound prospecting strategies, including call/email cadences, targeting, and messaging
- Provide hands-on coaching through call shadowing, email review, and real-time feedback
- Recruit, hire and onboard new team members in a scalable and efficient manner
- Set individual and team goals based on strategic priorities of the broader team, in collaboration with sales management
- Partner with marketing on lead generation, scoring, nurturing, content, and outbound campaign support
- Provide summary reports to sales management and Flourish leadership regarding key metrics
Minimum Qualifications
- Bachelor’s degree or equivalent working experience
- 1+ year in sales management
- 3+ years of related sales experience
- Demonstrated track record of success in outbound sales activity, including both call and email outreach
- Either have a Series 7 or willingness to get a Series 7 within 90 days of joining
- Either have a Series 63 or willingness to get a Series 63 within 90 days of joining
- Excellent coaching, mentoring, and motivational skills.
- Strong knowledge of cold outreach strategies (phone/email/social) and modern sales tools (e.g., HubSpot, Outreach, etc.)
- Metrics- and process-driven, with strong organizational and analytical abilities and proficiency in CRM systems
- Due to the nature of this position, as part of the background check process, candidates must be able to pass a fingerprint background check to qualify as a fingerprinted person under FINRA. For roles requiring registration, additional regulatory screenings may apply, including a review of Form U5 disclosures and other relevant licensing information.
Preferred Qualifications
- Strong interest in finance and technology
- Experience selling to wealth managers or experience at a wealth management firm
- Experience working as part of a fast-moving team with minimal guidance
- Highly comfortable with technology, both personally and professionally
- Excellent written and verbal communications, both internally and externally
- Strong problem solver and creative, independent thinker
- Energetic, positive and charismatic
At Flourish, we focus on ensuring fair, equitable pay by providing competitive salaries, along with bonus and incentive opportunities and benefits for all employees.
Base Salary Range: $128,000 - $171,000 plus bonus
Disclosures:
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status.
Ready to apply?
Apply to Flourish
Since 2017, Flourish has been on a mission to help financial advisors evolve from holistic advice to holistic implementation to better serve their clients and grow their businesses. We focus on independent Registered Investment Advisors (RIAs), delivering financial products that advisors can’t easily access today through beautiful, scalable, and easy-to-use technology.
Today, we work with over 1,100 RIAs that collectively represent more than $2.6T in assets under management across three products: Flourish Cash, Flourish Lending, and Flourish Annuities. Headquartered in New York City, we are an independently-operating, wholly-owned subsidiary of MassMutual Life Insurance Company.
Read on if you are interested in joining a dynamic, highly-collaborative, rapidly-growing startup—backed by the support and stability of a Fortune 500 company.
About You
You are an ambitious self-starter looking to join a fast-growing fintech startup as a client support specialist. You love providing truly white-glove client support, whether via phone, email or chat, and have excellent communication skills (both written and verbal). You have a penchant for explaining complex, technical details to non-technical audiences. You have an indefatigable approach to problem solving and see every client interaction as an opportunity to improve the business overall.
Beyond providing support, you are also excited to contribute to every aspect of a growing client support organization, from optimizing the technology we use to preparing reporting to thinking strategically about how we can provide better service, more efficiently. You also love collecting client feedback and sharing with our product organization to help us understand client requests and act as a key voice in improving the product.
About the Role
As a client support representative, you’ll provide client support via phone, email and chat from 9am to 5pm ET, leveraging both internal and external tools. Client questions will range from providing straightforward answers about our products to solving in-depth issues that require a deep understanding of both our product and client circumstances – you can get a sense of the issues our clients ask about on our online Help Center FAQs. You’ll partner with our product team and work closely with engineers to help resolve thorny issues within a dynamic, always-changing environment.
Equally as important as providing white-glove support will be contributing to our client support organization. This will include building the playbook we’ll use to scale our client support organization, tagging and tracking client issues to identify trends, reporting on metrics used to efficiently run our business, and developing and maintaining internal and external client support materials, from email templates to phone scripts to client-facing FAQs. Given the small size of our team, this role is far more dynamic than the typical support role, and will involve operating within a fast-paced, technology centric environment that is constantly evolving.
Responsibilities
- Support company growth by providing clients with an excellent, white-glove client experience across phone, email and chat, including technical support
- Work closely with internal stakeholders, including product teams, sales, and relationship management, to effectively resolve client issues
- Conduct routine client outreach to address account servicing issues and participate in ad hoc projects and initiatives as needed
- Assist with the review and onboarding process for new accounts
- Develop and maintain external client support materials, from email templates to call scripts to FAQs
- Participate in support center scheduling, aligning staffing and hours of availability to inbound client demands
- Real time queue management for phone support
- Define and implement short-term business strategies to improve client experience and increase support team efficiency
- Training and development of new support representatives, including development of training materials
- Ensure all support-related tasks are completed in a timely matter, including working past the close of support hours as needed
Minimum Qualifications
- High School diploma or equivalent
- 3+ years of Client Support experience within financial services, or similar client-facing role with a significant volume of phone or email interaction
- A FINRA Series 7 license
- Due to the nature of this position, as part of the background check process, candidates must be able to pass a fingerprint background check to qualify as a fingerprinted person under FINRA. For roles requiring registration, additional regulatory screenings may apply, including a review of Form U5 disclosures and other relevant licensing information.
- A curious, analytical mind and strong problem-solving skills
- Self-starter with a positive attitude
- A professional, personable and humble manner
- Excellent interpersonal skills, as well as verbal and written communication skills
Preferred Qualifications
- Experience with client support process improvements, metrics, reporting, hiring or training of support representatives, or similar
- A genuine passion for delivering exceptional customer service
- A proactive, ownership-driven mindset, treating responsibilities with care and dedication
At Flourish, we focus on ensuring fair, equitable pay by providing competitive salaries, along with bonus and incentive opportunities and benefits for all employees.
Base Salary Range: $61,000 - $80,000 plus bonus
Disclosures:
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status.
Ready to apply?
Apply to Flourish
Since 2017, Flourish has been on a mission to help financial advisors evolve from holistic advice to holistic implementation to better serve their clients and grow their businesses. We focus on independent Registered Investment Advisors (RIAs), delivering financial products that advisors can’t easily access today through beautiful, scalable, and easy-to-use technology.
Today, we work with over 1,100 RIAs that collectively represent more than $2.6T in assets under management across three products: Flourish Cash, Flourish Lending, and Flourish Annuities. Headquartered in New York City, we are an independently-operating, wholly-owned subsidiary of MassMutual Life Insurance Company.
Read on if you are interested in joining a dynamic, highly-collaborative, rapidly-growing startup—backed by the support and stability of a Fortune 500 company.
About You
You have a passion for finance, technology and sales. You are a skilled communicator, both verbally and in writing, and you enjoy explaining complex topics in a concise, clear and engaging manner. You are highly self-motivated and enjoy working in a collaborative team environment.
You are excited to join a fast-paced, financial technology startup, and are motivated by the prospect of contributing to our sales efforts—whether through direct client interactions or by contributing to our sales operations, technology, onboarding or support. You always take the initiative, have an execution-oriented mindset, and you are comfortable managing multiple concurrent workstreams.
About the Role
As an early member of our business development team, you will play an integral role on our sales team by contributing to all facets of our sales efforts. Your core responsibility will be helping to source and schedule meetings for the business development team, whether through setting meetings through a high volume of outbound outreach, helping to prospect within existing clients, qualifying inbound leads, and managing conferences, events and lead lists oftentimes working independently while managing multiple initiatives. We will count on you to research untapped markets, identify potential relationships and share newly found industry knowledge with the team. As an external facing member of the team, sharp writing skills and the ability to think on your feet are vital.
As you demonstrate success, your responsibilities may expand to include end-to-end management of the sales cycle, with opportunity to grow into closing and onboarding new business. Along the way, you will contribute to our overall sales efforts, from helping with conferences and events, digging into metrics and reporting, assisting in onboarding of new clients and overall customer success, managing our CRM and more.
Principal Responsibilities
- Generate leads for the business development team through a high-volume of outbound activity, integrating both email and call campaigns
- Manage leads across multiple channels, including inbounds, marketing-generated leads and conferences/events
- Schedule meetings for the Business Development Team and qualify sales opportunities
- Research new markets and identify new clients
- Manage new lead sources, including list creation and management
- Drive lead creation through outbound sales outreach—both email and over the phone
- Help with conferences and events, including logistics, set-up and follow-up
- Assist in activation of existing clients by prospecting into their advisor base
- Contribute to CRM, sales technology, reporting, and team operations
- Potential end-to-end sales cycle management, particularly of smaller clients
Minimum Qualifications
- Bachelor’s degree
- 1+ years of related experience
- FINRA Series 7 licensed
- Due to the nature of this position, as part of the background check process, candidates must be able to pass a fingerprint background check to qualify as a fingerprinted person under FINRA. For roles requiring registration, additional regulatory screenings may apply, including a review of Form U5 disclosures and other relevant licensing information.
- Financial services background or true personal expertise with finance
- Technology company background or native comfort with technology
Preferred Qualifications
- Strong written and verbal communications
- Ability to work independently as part of a fast moving team with minimal guidance
- Capable of handling broad scope projects
- Ability to problem solve, shift priorities quickly, and independently manage multiple workstreams
At Flourish, we focus on ensuring fair, equitable pay by providing competitive salaries, along with bonus and incentive opportunities and benefits for all employees.
Base Salary Range: $72,500 - $95,100 plus bonus
Disclosures:
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status.
Ready to apply?
Apply to Flourish
Since 2017, Flourish has been on a mission to help financial advisors evolve from holistic advice to holistic implementation to better serve their clients and grow their businesses. We focus on independent Registered Investment Advisors (RIAs), delivering financial products that advisors can’t easily access today through beautiful, scalable, and easy-to-use technology.
Today, we work with over 1,100 RIAs that collectively represent more than $2.6T in assets under management across three products: Flourish Cash, Flourish Lending, and Flourish Annuities. Headquartered in New York City, we are an independently-operating, wholly-owned subsidiary of MassMutual Life Insurance Company.
Read on if you are interested in joining a dynamic, highly-collaborative, rapidly-growing startup—backed by the support and stability of a Fortune 500 company.
About You
With a passion for sales, finance and technology, you are looking to join a collaborative sales team within a fast-paced startup environment. You are an extremely skilled communicator, both verbally and in writing, and your excellent people skills make you a natural relationship builder. You are organized and can manage multiple work streams in parallel while continuously prioritizing what’s most important. You are a high-output, self-motivated self-starter, able to learn fast and execute while also thriving within a collaborative, team oriented environment.
You are excited to join an early stage financial technology startup, and are motivated by the prospect of joining our sales team. You will be able to seamlessly own and maintain existing relationships with existing Flourish clients, while also being ready to build new relationships with a growing client base of independent RIAs.
About the Role
As an Account Executive, you will play a key role on our sales team, working with RIAs to both grow adoption of our products within our existing client base and to bring new firms onto the platform. You’ll work independently to own and manage client conversations from end-to-end, including managing inbound leads and working independently to originate new business opportunities—whether through your own efforts or in partnership with our marketing organization or business development team.
You’ll partner across the organization to share client feedback, champion innovative business opportunities, and develop new strategies for growth while contributing to the overall sales efforts of Flourish.
Principal Responsibilities
- Own and manage client relationships from end-to-end, from sourcing to managing the sales process to client activation and adoption
- Interact with key clients to understand and resolve complex issues related to the platform
- Partner with our relationship management team to develop a coverage strategy for existing client relationships
- Identify and originate new business opportunities, whether through your own actions or in partnership with our marketing organization
- Manage the sales pipeline and relationships using CRM and partner with the data team to develop and maintain internal reporting tools
- Collaborate on the development of product and functional strategy for Flourish
- Willingness to travel for sales pitches and conferences (50-75% travel)
- Stay current on general trends in the financial industry, and specifically within wealth management
- Maintain excellent communication with internal Flourish stakeholders
- Exercise considerable judgment and analysis to arrive at recommendations and/or conclusions
Minimum Qualifications
- Bachelor's degree or equivalent experience
- 4+ years of related experience
- Either have a Series 7 or willingness to get a Series 7 within 90 days of joining
- Due to the nature of this position, as part of the background check process, candidates must be able to pass a fingerprint background check to qualify as a fingerprinted person under FINRA. For roles requiring registration, additional regulatory screenings may apply, including a review of Form U5 disclosures and other relevant licensing information.
Preferred Qualifications
- Experience in financial or fintech sales
- Experience working as part of a fast-moving team with minimal guidance
- Highly comfortable with technology, both personally and professionally
- Excellent written and verbal communications, both internally and externally
- Strong problem solver and creative, independent thinker
- Energetic, positive and charismatic
- Experience selling to wealth managers or experience at a wealth management firm
- Experience working with RIAs strongly preferred
At Flourish, we focus on ensuring fair, equitable pay by providing competitive salaries, along with bonus and incentive opportunities and benefits for all employees.
Base Salary Range: $131,100 - $172,000 plus bonus
Disclosures:
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status.
Ready to apply?
Apply to Flourish