Managing Director, Business Development Officer (Northern CA, WA & OR)
Virtus Investment Partners(2 months ago)
About this role
Kayne Anderson Rudnick (KAR) is seeking a Managing Director, Business Development Officer to join its wealth management team. The role focuses on engaging Fidelity financial consultants, branch managers, and regional VPs to build referral relationships through the Fidelity Wealth Advisor Solutions program. The BDO will source, educate, manage discovery for, and collaborate with KAR wealth advisors to onboard referred clients. This is a remote role with a preference for candidates in San Francisco, Seattle, or Portland.
Required Skills
- Business Development
- Relationship Building
- Client Onboarding
- Prospecting
- Presentations
- Salesforce
- Microsoft Office
- Wealth Advisory
- Communication
- Revenue Growth
Qualifications
- Bachelor's Degree in Business, Finance or Economics
- Series 65 (preferred)
- Series 66 (preferred)
- FP® (preferred)
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