Warbler Labs · 5 hours ago
Business Development - RIA Channels
United States
Full-time
Remote
Mid, Senior Level
5+ years exp
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Responsibilities
Generate sales of Heron Finance to independent RIAs
Establish, maintain, and grow relationships with alternative-focused RIAs, acting as a subject matter expert representing our company, platform, and investment solutions
Build and manage a pipeline of RIA prospects, with realistic assessments on deal potential and likelihood of closing
Attend conferences, initiate sales meetings, manage events, and be the external contact for Heron Finance
Work closely with the CEO and CIO to build and execute a sales strategy
Create and present educational materials for RIAs about Heron and/or private credit
Serving as an advocate for the customer in market to the product team, helping iterate on Heron’s platform
Qualification
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Required
Existing network of contacts within the RIA community
A minimum of 5 years of sales experience, with a proven track record of success in building relationships and driving sales with RIAs
Demonstrated experience selling investment products, custodial services, and/or technology to independent RIAs and/or institutional investors
Series 6, Series 7 or Series 63 required.
Excellent communication skills, both written and verbal
Curiosity—a hunger to learn and be challenged
Collaborative team player while also possessing the confidence to execute independently
Eager to give and receive feedback freely
Honesty, persistence, resilience, and humility
Preferred
7+ years sales experience in the RIA space
10+ years of total experience
Significant experience in selling alternative investments and/or private credit products
Experience launching new investment products (e.g. ETFs, private funds, etc…)
Startup experience
Benefits
Health, Dental, Vision and Life Insurance covered 99% for employees and partial for Dependents
401k plan
Variable Comp + Competitive equity & governance token incentives
Subsidies for laptop and remote office setups
Team weeks and other industry travel opportunities
Free office lunches (if in the Bay Area)
All-access Wework passes and frequent trips to the Bay Area (if remote)
Company
Warbler Labs
Warbler Labs is a fintech company that fixates on blockchain development and provides crypto technological solutions for businesses.
11-50 employees
Funding
Current Stage
Early StageTotal Funding
unknown2021-05-13Seed
Leadership Team
Blake West
Co-founder & CTO
Company data provided by crunchbase
