SMA Growth & RIA Partnerships Lead

SteelPeak Wealth, LLC; Los Angeles (CA); On-site; USD 130,000 - 150,000; Full time

Benefits offered by this job

Medical, dental, vision

401(k) with company match

Product suite access

Collaborative culture

Job summary

Alpha Summit Investments is seeking a driven Business Development Manager to grow its SMA platform in the RIA and family office channel. You will prospect, engage, and onboard new relationships while deepening existing partnerships, working closely with Portfolio Management and Client Service teams.

The role emphasizes client-facing interaction, market feedback, and events representation to advance product positioning and growth in a dynamic, professional environment.

Qualifications

• 3–6 years in investment product sales, wholesaling, or business development within asset or wealth management.
• Proven track record building and managing RIA or family office relationships.
• Solid understanding of SMAs and fee-based advisory needs.

Responsibilities

• Develop and execute a territory sales strategy to grow AUM with RIA and family offices.
• Prospect, qualify, and convert new advisor relationships via phone, email, and meetings.
• Deliver product presentations and portfolio reviews articulating SMA philosophy and differentiation.

Skills

Securities license

RIA/family office relationships

CRM/Salesforce

Presentation skills

Relationship building

Education

Bachelor’s degree in finance or related field

CFA/CAIA a plus

Tools

Microsoft Office

Job description

Alpha Summit Investments is seeking a driven Business Development Manager to grow its SMA platform in the RIA and family office channel. You will prospect, engage, and onboard new relationships while deepening existing partnerships, working closely with Portfolio Management and Client Service teams.

The role emphasizes client-facing interaction, market feedback, and events representation to advance product positioning and growth in a dynamic, professional environment.