Strategic Lead, RIA & Family Office Research Distribution

Piper Sandler Ltd.; Seattle (WA); Hybrid; USD 180.000 - 230.000; Vollzeit

Zusammenfassung

Piper Sandler is seeking a senior business development leader to drive distribution of its investment research to RIAs, family offices, and wealth managers. You will build senior relationships, identify opportunities, and expand engagement with our research platform, working with research analysts, sales, corporate access, marketing, and leadership.

The ideal candidate will have deep RIA and family office experience, a track record in consultative selling, and the ability to translate research

Qualifikationen

• Bachelor's degree required; advanced degree or professional designation a plus.
• Experience selling investment research and financial services to RIAs and family offices.
• Established relationships with senior professionals across RIA and family office ecosystems.

Aufgaben

• Develop and lead the firm's strategy for distributing investment research to RIAs, family offices, and wealth managers.
• Build relationships with CIOs, portfolio managers, and other senior decision-makers.
• Identify, prioritize, and pursue new business opportunities within RIA and family office channels.

Kenntnisse

Relationship-building

Senior stakeholder engagement

Consultative selling

Investment research distribution

Industry networking

Travel willingness

Ausbildung

Bachelor's degree

Advanced degree or designation a plus

Jobbeschreibung

Piper Sandler is seeking a senior business development leader to drive distribution of its investment research to RIAs, family offices, and wealth managers. You will build senior relationships, identify opportunities, and expand engagement with our research platform, working with research analysts, sales, corporate access, marketing, and leadership.

The ideal candidate will have deep RIA and family office experience, a track record in consultative selling, and the ability to translate research