Senior VP, Asset Growth & Advisor Partnerships

D.A. Davidson’s Special District Group; Richmond (VA); Hybrid; USD 180,000 - 260,000; Full time

Benefits offered by this job

Medical, Dental and Vision

Company 401(k) and ESOP contribution

Generous sick, vacation, and maternity

Tuition Reimbursement

Discounted personal insurance

Job summary

D.A. Davidson Companies is seeking a Senior Vice President, Business Development to lead asset growth and expand our Davidson Investment Advisors' presence in the Mid-Atlantic region.

Based in Richmond, VA, you will cultivate relationships with financial advisors, RIAs, bank trust departments, family offices, and other partners to expand asset distribution and revenue. You will travel regularly, present to clients, collaborate with portfolio managers and research teams, and contribute to

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.
• Demonstrated success sourcing, developing, and closing new business opportunities.
• Deep understanding of: Separately Managed Accounts (SMAs), Unified Managed Accounts (UMAs), Fixed Income Strategies, Equity Strategies, Model Portfolio Distribution.

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.

Skills

Relationship-building

Presentation skills

Communication skills

Education

Bachelor's degree in Finance, Business, Economics, Marketing, or related field

Series 65 or 66 license

Job description

D.A. Davidson Companies is seeking a Senior Vice President, Business Development to lead asset growth and expand our Davidson Investment Advisors' presence in the Mid-Atlantic region.

Based in Richmond, VA, you will cultivate relationships with financial advisors, RIAs, bank trust departments, family offices, and other partners to expand asset distribution and revenue. You will travel regularly, present to clients, collaborate with portfolio managers and research teams, and contribute to