Senior VP, Asset Growth & Partnerships

D.A. Davidson Companies

Richmond (VA)

On-site

USD 180,000 - 320,000

Full time

14 days+

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Benefits offered by this job

Medical, Dental and Vision
Company 401(k) and ESOP contribution
Paid holidays
Professional Development Opportunities
Tuition Reimbursement

Job summary

D.A. Davidson Companies, a Richmond, Virginia based wealth and investment firm, seeks a Senior Vice President, Business Development to drive assets under management and expand distribution across the Mid-Atlantic region.

You will cultivate advisor relationships, manage opportunities from RIAs, brokers, banks, and consultants, and partner with PMs, research, and client service to deliver tailored solutions. The ideal candidate has 10+ years in investment/asset management or institutional sales,

Qualifications

  • Bachelor's degree required; finance/economics/business focus preferred.

Responsibilities

  • Develop and execute a territory business plan focused on assets and relationships.
  • Identify, qualify, and cultivate 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 portfolio managers, research analysts, and client service to deliver tailored solutions for prospective clients.

Skills

Relationship-building
Presentation skills
Communication
Travel frequently

Education

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

Tools

CRM systems

Job description

D.A. Davidson Companies, a Richmond, Virginia based wealth and investment firm, seeks a Senior Vice President, Business Development to drive assets under management and expand distribution across the Mid-Atlantic region.

You will cultivate advisor relationships, manage opportunities from RIAs, brokers, banks, and consultants, and partner with PMs, research, and client service to deliver tailored solutions. The ideal candidate has 10+ years in investment/asset management or institutional sales,

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