Wealth Management Business Development Associate: UHNW/RIAs

Jobtailor; California (MO); On-site; USD 90,000 - 130,000; Full time

Job summary

Jobtailor is seeking a dynamic wealth management sales professional in the United States to lead UHNW, RIA, and Multi-Family Office channel efforts, build lead pipelines, and deepen advisor relationships.

You will collaborate with senior distribution leaders, manage CRM and pipeline analytics, and translate complex tax concepts into advisor-ready materials to support market growth and client engagement.

Qualifications

• 2–5 years of experience in wealth management or asset management.
• Proven track record in direct client engagement with advisors or investors.
• Detail-oriented with ability to improve processes.
• High energy and able to thrive in a fast-paced, entrepreneurial environment.
• Excellent written and verbal communication skills.
• Strong PowerPoint capabilities are a plus.
• Must obtain Series 7 and 63 within 6 months of start date.

Responsibilities

• Target and develop new sales leads focused on UHNW, RIA, and Multi-Family Office channels.
• Partner with senior distribution leaders to qualify and drive progress on leads.
• Develop and maintain relationships with independent RIA practices, advisor teams, and end investors.
• Provide real-time feedback from prospects and clients to refine narrative and product offerings.
• Contribute to thought leadership and marketing content, translating product and tax concepts into advisor-friendly materials.
• Take ownership of CRM and pipeline management, providing actionable insights and helping drive tactical decisions.
• Track and report on pipeline activity and conversion metrics; flag friction points and propose process improvements.
• Work directly with the Head of Distribution and broader Glidepath team.

Skills

Wealth management

Client engagement

CRM management

Process improvement

Data tracking

Conversion metrics analysis

Tools

CRM Software

PowerPoint

Job description

Jobtailor is seeking a dynamic wealth management sales professional in the United States to lead UHNW, RIA, and Multi-Family Office channel efforts, build lead pipelines, and deepen advisor relationships.

You will collaborate with senior distribution leaders, manage CRM and pipeline analytics, and translate complex tax concepts into advisor-ready materials to support market growth and client engagement.