Director of Business Development - RIA

Company Overview:Our client is a leading financial technology firm that specializes in providing investment solutions and advisory services to clients. They are committed to helping our clients achieve their financial goals through personalized strategies and expert guidance.

Position Summary:As a Business Development Manager with a focus on RIAs, you will play a crucial role in expanding their market presence and building strong relationships with independent financial advisors. You will collaborate with our internal teams to create customized solutions that meet the unique needs of RIAs and their clients. Your ability to understand the RIA landscape, identify growth opportunities, and effectively communicate their value proposition will be essential to your success.

Responsibilities:Relationship Building:Cultivate and maintain strong relationships with existing and potential RIAs.Attend industry conferences, networking events, and RIA association meetings to connect with key decision-makers.Market Research and Analysis:Stay informed about industry trends, regulatory changes, and competitive landscape affecting RIAs.Identify growth areas and potential partnerships within the RIA community.Business Development:Develop and execute strategies to attract new RIA clients.Collaborate with the marketing team to create targeted campaigns and materials.Conduct presentations and product demonstrations to showcase our offerings.Consultative Selling:Understand the unique needs of RIAs and tailor our solutions accordingly.Provide consultative advice on investment products, technology platforms, and practice management.Collaboration:Work closely with internal teams (product development, compliance, and operations) to ensure seamless service delivery.Coordinate with external partners and vendors to enhance our RIA offerings.Metrics and Reporting:Track business development activities, pipeline, and conversion rates.Prepare regular reports for senior management.

Qualifications:Bachelor’s degree in Business, Finance, or related field.Series 7 and 63 licenses (or willingness to obtain).Minimum of 10 years of experience in business development, preferably within the financial services industry.Strong understanding of the RIA model, fee-based advisory services, and investment products.Excellent communication, negotiation, and presentation skills.Self-motivated, results-oriented, and able to work independently.

If you are passionate about working with RIAs, driving growth, and making a meaningful impact in the financial industry, we encourage you to apply! Please submit your resume!