Senior Vice President, Business Development

About the role

D.A. Davidson Companies is seeking an experienced and entrepreneurial business development professional to join the team at Davidson Investment Advisors (DIA).

Responsibilities

• Develop and execute a territory business plan focused on gathering new assets and expanding strategic relationships.
• Identify, qualify, and cultivate new opportunities across independent advisor, RIA, broker-dealer, bank, trust, and institutional channels.
• Support relationships with platform gatekeepers, due diligence teams, consultants, and home-office decision makers to increase access and distribution.
• Collaborate with investment and client service professionals to deliver tailored solutions for prospective clients.
• Build and maintain long-term relationships through consultative engagement and ongoing service.
• Conduct in-person and virtual meetings with advisors, clients, and centers of influence.
• Serve as a senior ambassador for the firm and play a critical role in expanding awareness of Davidson Investment Advisors' investment capabilities and strengthening relationships with existing strategic partners.
• Based in Richmond, Virginia, and report to the Director of Business Development.

Qualifications

• Bachelor's degree in Finance, Business, Economics, Marketing, or related field.
• 10+ years of investment management, asset management, wealth management, or institutional sales experience.
• Deep understanding of: Separately Managed Accounts (SMAs), Unified Managed Accounts (UMAs), Fixed Income Strategies, Equity Strategies, Model Portfolios, and Advisor Distribution Channels.
• Strong presentation, communication, and relationship-building skills.
• Ability to work independently while collaborating effectively in a team environment.
• Ability to travel regularly throughout assigned territory.
• Series 65 or 66 license (or ability to obtain within a defined period).

Preferred Qualifications

• CFA®, CFP®, CIMA®, MBA, or other relevant professional designation.
• Existing relationships within the RIA, broker-dealer, bank trust, or institutional consultant communities.
• Experience working with advisor platform distribution partners and home-office research teams.

Benefits

• Competitive salary plus excellent benefits and perks including, but not limited to:
• Medical, Dental and Vision Company 401(k) and ESOP contribution.
• Generous sick, vacation, and maternity/parental leave.
• Paid holidays.
• Professional Development Opportunities.
• Tuition Reimbursement ($15,000 lifetime cap).
• Discounted personal insurance including home, auto and recreational vehicles.
• Charitable gift-matching program.
• Davidson Day of Giving - Our tradition of positively impacting communities in which we live and work.

What Success Looks Like

• Expand Davidson Investment Advisors' presence and asset distribution throughout the Mid-Atlantic region.
• Generate meaningful net new assets across strategic distribution channels.
• Establish trusted relationships with financial advisors and key decision makers.
• Increase awareness of the firm's investment capabilities and thought leadership.
• Contribute to the long-term growth objectives of Davidson Investment Advisors.

Company Culture

We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment.