Managing Director, Business Development Officer (Texas:TX, OK, & NM)

Virtus Investment Partners, Inc; Town of Texas (WI); Remote; USD 100,000 - 140,000; Full time

Job summary

A prestigious firm in wealth management is seeking a Managing Director, Business Development Officer to enhance client relationships and drive revenue growth. The role is remote with a focus on developing partnerships with Fidelity financial consultants, requiring extensive experience in financial services and strong relationship management skills.

Benefits

Competitive Pay

Medical, Dental, and Vision Insurance

Life and Disability Insurance

Health Savings Account with a Company Match

Flexible Spending Accounts including Dependent Care

Wellness Program

Tuition Reimbursement

24-Hour Employee Assistance Program

Adoption Assistance

Paid Family Care Time

Qualifications

• 10+ years in Financial Services sales required.
• Experience with Fidelity WAS referral program preferred.
• FINRA Series 65 or FP designation preferred.

Responsibilities

• Build relationships with Financial Consultants and Branch Managers.
• Manage client onboarding process and maintain communication.
• Participate in training and marketing events.

Skills

Business Development

Relationship Building

Sales

Networking

Education

Bachelor's degree in business, finance, or related field

Relevant certifications

Tools

Salesforce

Microsoft Office Suite

Job description

Managing Director, Business Development Officer (Texas:TX, OK, & NM) page is loaded

Managing Director, Business Development Officer (Texas:TX, OK, & NM)

Apply locations Remote time type Full time posted on Posted 30+ Days Ago job requisition id R671

Although we value experience and skills, we also care about who you are. We strive to surround ourselves with good people that share our values, that work hard, and that support each other as a team and as individuals.

Job Description

Kayne Anderson Rudnick (KAR) is seeking a highly skilled and motivated Managing Director, Business Development Officer (BDO) to join our wealth management team. KAR is a top participant in the Fidelity client referral program, Wealth Advisor Solutions (WAS). In this program, Fidelity financial consultants refer prospective clients to a select group of approved registered investment advisor firms for wealth management services. The KAR BDO will be responsible for engaging with Fidelity financial consultants, branch managers, and regional vice presidents, developing strong relationships to accelerate client referrals for KAR and, in collaboration with the KAR wealth advisors, successfully onboard these clients to become KAR clients.

This role will be held remotely with a preference for Dallas.

Key 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, educate and close custodial platform referred clients

• 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).

Ideal Qualifications:

• Bachelor's degree in business; finance, economics or related field, or relevant certifications
• Minimum 10 years in Financial Services sales
• Proven track record of achieving business growth and revenue targets
• Experience working with the Fidelity WAS referral program Proficient with Microsoft Office Suite or related software
• Familiarity with Salesforce and support org functionality
• FINRA Series 65 preferred
• FP or other planning designation preferred

The starting base salary will range from $100,000 to $140,000 and will include variable compensation. The starting salary offer will vary based on the applicant's education, experience, skills, abilities, geographic location, internal equity, and alignment with market data.

Benefits:

We offer a variety of benefits that support employees and their families in maintaining all aspects of health and wellness. We pride ourselves on offerings that encourage work-life balance and support the needs and goals of the team.

• Competitive Pay
• Medical, Dental, and Vision Insurance
• Life and Disability Insurance
• Health Savings Account with a Company Match
• Flexible Spending Accounts including Dependent Care
• Wellness Program
• Tuition Reimbursement
• 24-Hour Employee Assistance Program
• Adoption Assistance
• Paid Family Care Time
• Paid Volunteer days
• Gym onsite
• Paid Parking -LA Office
• Hybrid 3/2 (Subject to change)

KAR is made up of diverse, talented, and passionate employees working together to achieve a common and rewarding goal: providing high quality investment strategies and wealth solutions for our clients.

Awarded Best Firm Culture at the 2022 PAM Awards, KAR maintains a team-oriented culture of accessibility, open communication, and respect. We believe in empowering and growing our people and are excited to be hiring.

KAR is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.

For additional information on Kayne Anderson Rudnick, please access the firm’s web site at www.kayne.com

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