Kayne Anderson Rudnick · 6 hours ago
Managing Director, Business Development Officer (Northern CA, WA & OR)
United States
Full-time
Remote
Senior Level, Lead/Staff
$100K/yr - $150K/yr
10+ years expKayne Anderson Rudnick (KAR) is seeking a highly skilled and motivated Managing Director, Business Development Officer to join our wealth management team. The BDO will be responsible for engaging with Fidelity financial consultants and developing strong relationships to accelerate client referrals for KAR, while collaborating with wealth advisors to onboard new clients.
Financial Services
Responsibilities
Build strong relationships with Financial Consultants (FCs), Branch Managers & Regional VPs
Conduct ongoing new business development activities with the FC teams. Provide value-add presentations on KARs capabilities with FCs
Understand the custodial referral platform’s proprietary investment solutions and planning services and how KARs capabilities complement those offerings
Deliver a consistent message to FCs on KARs unique value proposition, range of services, investment solutions and firm resources
Remain current on the ever-changing custodial referral platform and adjust KARs messaging to evolve with these changes
Participate in the custodial referral platform’s sponsored events, branch meetings, client events, and symposiums
Source custodial referral platform prospective client opportunities through the development of strong working relationships with FCs
Educate prospective clients on the KAR wealth advisory service offerings
Manage the client “discovery” process to best understand a prospective client’s wealth advisory goals and objectives
Collaborate with the KAR wealth advisors to successfully close new client relationships
Provide ongoing communication with the FCs on the status of each referred prospective client
Maintain organized records of prospective client opportunities to ensure regular and consistent communication with prospective clients, FCs and KAR wealth advisors
Participate in regular training, events, coaching programs, and be proficient in advisor/client facing technology (e.g. Salesforce)
Qualification
Required
Bachelor's degree in business; finance, economics or related field, or relevant certifications
Minimum 10 years in Financial Services sales
Proven track record of achieving business growth and revenue targets
Experience working with the Fidelity WAS referral program
Proficient with Microsoft Office Suite or related software
Familiarity with Salesforce and support org functionality
Preferred
Series 65 or 66 is preferred
FP® or other planning designation preferred
Benefits
Medical, Dental, and Vision Insurance (available day 1)
Life and Disability Insurance
Health Savings Account with a Company Match
Flexible Spending Accounts including Dependent Care
Wellness Program
Tuition Reimbursement
24-Hour Employee Assistance Program
Adoption Assistance
Paid Family Care Time
Paid Volunteer days
Company
Kayne Anderson Rudnick
Kayne Anderson Rudnick "KAR" is an investment advisory firm founded in 1984 to manage capital for its founders, including John Anderson (member of the Forbes 400 and benefactor of UCLA's Anderson School of Management).
51-200 employees
H1B Sponsorship
Kayne Anderson Rudnick has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (1)
2022 (1)
2021 (1)
Funding
Current Stage
Growth StageLeadership Team
Jeannine Vanian
COO
Doug Foreman
Chief Investment Officer
Recent News
MarketScreener
2025-08-07
London Stock Exchange
2025-07-31
Company data provided by crunchbase