Job Description

About Us : We are a leading equity management firm dedicated to providing innovative investment solutions to RIA’s. We are committed to delivering exceptional service and value through our comprehensive range of investment products and services.

Job Summary : The Business Development Manager will play a crucial role in the growth and success of this custom fintech offering. This role requires a deep understanding of the RIA/wealth advisor market, strong organizational skills, and the ability to collaborate with internal stakeholders to drive product revenue.

Responsibilities:

• Identify New Business Opportunities: Research and identify potential clients and business opportunities within the wealth advisor market.
• Build and Maintain Relationships: Develop and nurture relationships with financial advisors, wealth managers and key stakeholders at RIA firms.
• Develop Strategies: Create and implement business development strategies to achieve company growth and profitability targets.
• Market Analysis: Conduct market research to understand industry trends, customer needs, and competitive landscape.
• Sales and Marketing: Collaborate with the sales and marketing teams to develop effective sales pitches, proposals, and presentations.

Qualifications :

• Bachelor’s degree
• Strong understanding of fintech solutions for advisors including reporting, trading, billing and proposal generation tools.
• Experience selling into the wealth management/advisor space
• Excellent organizational skills
• Proven ability to navigate multiple internal teams and effectively communicate the department’s vision.
• Strong communication and interpersonal skills.
• Proficiency in Microsoft Office Suite and CRM.

Benefits :

• Competitive salary and performance-based bonuses.
• Comprehensive health and dental insurance.
• 401k

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