Wealth Business Development Manager

Business Development Officer

Southern & Eastern USA – 14B+ AUM RIA

Dynamic, fast growing 14B+ AUM Independent RIA is seeking a Business Development Officer to source and develop relationships from partner program representatives, advisors, and prospective clients to generate client referrals.

Highlights

• Top 20 RIA in the custodial referral program channel


• The Firm has been growing consistently at a rate of 30% year over year with a fast paced, collegial culture, and extensive operational, investment, financial planning, and relationship management support


• Opportunity to coach advisors, improve meeting execution, and help increase close rates across the Firm


• Identify new market opportunities through market research and proactive outreach to increase market share within the territory.


• Analyze sales reports and develop strategies to improve results and profitability.


• Identify opportunities for thought leadership, marketing campaigns, and other initiatives to increase brand awareness.

Requirements

• Familiarity with custodial referral programs or external wholesaler experience in the RIA space


• Strong understanding of financial planning, tax planning, and estate planning concepts

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