Business Development Representative (RIA Channel)

About the role

The Business Development Representative will be responsible for identifying and developing relationships with RIA (Registered Investment Advisor) firms to drive new business opportunities.

Responsibilities

• Identify and qualify potential RIA clients
• Develop and maintain strong relationships with RIA firms
• Present the company's services and solutions to potential clients
• Manage the sales process from initial contact to closing deals
• Collaborate with other departments to ensure seamless client experiences

Requirements

• Bachelor’s degree in Business Administration, Marketing, or related field
• 2+ years of experience in sales or business development
• Strong communication and interpersonal skills
• Ability to work independently and manage multiple projects simultaneously
• Experience working with financial institutions or wealth management firms is a plus

Qualifications

• Self-motivated and proactive
• Excellent organizational and time management skills
• Proficient in Microsoft Office Suite
• Passionate about financial services and wealth management

Skills

• Strong negotiation and presentation skills
• Ability to build and maintain professional relationships
• Knowledge of financial products and services
• Experience with CRM systems

Benefits

• Competitive compensation package including base salary and commission
• Health insurance coverage
• 401(k) retirement plan with company match
• Flexible work schedule
• Professional development opportunities

Pay

Compensation is commensurate with experience and qualifications.

Schedule

Work remotely, flexible hours to accommodate client needs.