Managing Director, Business Development Officer (Texas:TX, OK, & NM)
Virtus Investment Partners(2 months ago)
About this role
Managing Director, Business Development Officer at Kayne Anderson Rudnick focuses on engaging with Fidelity financial consultants through the Wealth Advisor Solutions referral program to generate and accelerate client referrals. The role partners with KAR wealth advisors to convert referred prospects into clients and supports the firm’s growth in wealth management.
Required Skills
- Relationship Building
- Business Development
- Client Onboarding
- Prospecting
- Presentation
- Salesforce
- Communication
- Financial Analysis
Qualifications
- Bachelor's Degree in Business, Finance, or Economics
- Series 65
- Series 66
- FP®
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