Business Development Associate

Jobtailor

California (MO)

On-site

USD 90,000 - 130,000

Full time

14 days+

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Job summary

Jobtailor is seeking a dynamic wealth management sales professional in the United States to lead UHNW, RIA, and Multi-Family Office channel efforts, build lead pipelines, and deepen advisor relationships.

You will collaborate with senior distribution leaders, manage CRM and pipeline analytics, and translate complex tax concepts into advisor-ready materials to support market growth and client engagement.

Qualifications

2–5 years of experience in wealth management or asset management.
Proven track record in direct client engagement with advisors or investors.
Detail-oriented with ability to improve processes.
High energy and able to thrive in a fast-paced, entrepreneurial environment.
Excellent written and verbal communication skills.
Strong PowerPoint capabilities are a plus.
Must obtain Series 7 and 63 within 6 months of start date.

Responsibilities

Target and develop new sales leads focused on UHNW, RIA, and Multi-Family Office channels.
Partner with senior distribution leaders to qualify and drive progress on leads.
Develop and maintain relationships with independent RIA practices, advisor teams, and end investors.
Provide real-time feedback from prospects and clients to refine narrative and product offerings.
Contribute to thought leadership and marketing content, translating product and tax concepts into advisor-friendly materials.
Take ownership of CRM and pipeline management, providing actionable insights and helping drive tactical decisions.
Track and report on pipeline activity and conversion metrics; flag friction points and propose process improvements.
Work directly with the Head of Distribution and broader Glidepath team.

Skills

Wealth management

Client engagement

CRM management

Process improvement

Data tracking

Conversion metrics analysis

Tools

CRM Software

PowerPoint

Job description

Target and develop new sales leads focused on UHNW, RIA, and Multi-Family Office channels
Partner with senior distribution leaders to qualify and drive progress on leads generated throughout the organization
Develop and maintain relationships with independent RIA practices, advisor teams, and end investors
Provide real-time feedback from prospects and clients to refine narrative and product offerings
Contribute to thought leadership and marketing content, translating product and tax concepts into advisor-friendly materials
Take ownership of CRM and pipeline management, providing actionable insights and helping drive tactical and strategic decisions
Track and report on pipeline activity and conversion metrics; flag friction points and propose process improvements
Work directly with the Head of Distribution and broader Glidepath team

Requirements

2–5 years of experience in wealth management, ideally at an asset manager or an independent RIA
Track record of success in direct client engagement — advisor-facing, investor-facing, or both
Detail-oriented, with demonstrated ability to build, follow, and improve process
High energy and ability to work in a fast paced, ever changing, entrepreneurial environment
Excellent written and verbal communication skills
Strong visualization and PowerPoint skills a plus
Must obtain Series 7 and 63 within 6 months of start date

Core Competencies

Demonstrates expertise in wealth management with a focus on UHNW, RIA, and Multi-Family Office channels, while effectively managing CRM and pipeline activities. Strong ability to build relationships and communicate complex product and tax concepts to advisors and clients.

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