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Virtus Investment Partners · 10 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 exp

Kayne Anderson Rudnick (KAR) is seeking a highly skilled and motivated Managing Director, Business Development Officer (BDO) to join their wealth management team. The BDO will be responsible for engaging with Fidelity financial consultants and developing strong relationships to accelerate client referrals for KAR, as well as onboarding these clients in collaboration with KAR wealth advisors.

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

Financial Services salesBusiness growthFidelity WAS programSalesforceMicrosoft Office SuiteSeries 65FP®Planning designationRelationship buildingCommunication skillsTeam collaboration