Director, Business Development — Advisor Channel

Role responsibilities

The Director of Business Development — Advisor Channel is responsible for driving capital formation by educating and enabling internal wealth advisor teams to recommend LCM’s investment offerings. This role involves attending client meetings as a product specialist and translating complex investment strategies into advisor-friendly narratives.

Requirements

Candidates must have a bachelor's degree, preferably in Finance, Business, or Economics, along with 7-10 years of experience in financial services or investment management. A deep knowledge of private real estate and the ability to communicate complex concepts clearly are essential.

Key skills

Business Development, Sales, Real Estate, Investment Management, Wholesaling, Advisor Distribution, Communication, Presentation Skills, Product Knowledge, Client Engagement, Relationship Building, Salesforce CRM, Financial Services, Market Updates, Training, Collaboration

Keywords

Business Development, Sales, Real Estate, Investment Management, Wholesaling, Advisor Distribution, Salesforce CRM, Financial Services, Market Updates, Training, Communication, Presentation Skills, Product Knowledge, Client Engagement, Relationship Building, Capital Formation, Investment Strategies, Fund Structures, Private Real Estate, Alternative Investments, Private Placements, Risk Considerations, Due Diligence, Advisor Training, Cross-Functional Collaboration, Client Meetings, Educational Content, Advisor Onboarding, Compliance, Operations