Business Development Representative (RIA Channel)
This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Business Development Representative (RIA Channel) based in the United States.
This is an exciting opportunity for a motivated sales professional to help expand the adoption of innovative wealth management technology within the Registered Investment Advisor (RIA) market. In this client-facing role, you will build relationships with financial advisors, home office contacts, and strategic partners while generating new business opportunities through consultative outreach. Working alongside experienced business development professionals and cross-functional teams, you will play a key role in growing market presence and driving pipeline development. The position is ideal for candidates with financial services or wholesaling experience who enjoy engaging prospects, educating clients, and contributing to a high-growth fintech environment. If you're passionate about relationship-building and wealth management solutions, this role offers excellent career progression and meaningful industry exposure.
This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Business Development Representative (RIA Channel) based in the United States.
This is an exciting opportunity for a motivated sales professional to help expand the adoption of innovative wealth management technology within the Registered Investment Advisor (RIA) market. In this client-facing role, you will build relationships with financial advisors, home office contacts, and strategic partners while generating new business opportunities through consultative outreach. Working alongside experienced business development professionals and cross-functional teams, you will play a key role in growing market presence and driving pipeline development. The position is ideal for candidates with financial services or wholesaling experience who enjoy engaging prospects, educating clients, and contributing to a high-growth fintech environment. If you're passionate about relationship-building and wealth management solutions, this role offers excellent career progression and meaningful industry exposure.
Accountabilities:
- Generate qualified sales opportunities through proactive outbound outreach, including phone calls, emails, virtual meetings, and targeted prospecting within the RIA channel.
- Support senior business development professionals by managing assigned territories, scheduling advisor meetings, and preparing materials for client engagements.
- Develop and maintain strong relationships with independent advisors, RIA firms, home office contacts, and distribution partners through consistent, value-driven communication.
- Educate prospective clients on managed account solutions, tax-efficient investing strategies, and platform capabilities using consultative sales techniques.
- Maintain accurate CRM records, track outreach activities, manage pipeline progression, and ensure timely follow-up on all opportunities.
- Participate in virtual and in-person events, webinars, and regional meetings to strengthen brand awareness and support business development initiatives.
- Collaborate with Marketing, Product, and Sales teams by sharing market insights, competitive intelligence, client feedback, and evolving customer needs.
- Bachelor's degree or equivalent combination of education and relevant professional experience.
- 3–5 years of client-facing experience in financial services, sales support, distribution, internal wholesaling, hybrid wholesaling, or related wealth management roles.
- Strong understanding of the RIA channel and the investment solutions used by independent financial advisors.
- Excellent verbal and written communication skills with the ability to build credibility and establish trusted client relationships.
- Comfortable conducting high-volume outbound prospecting through phone, email, and virtual meetings using a consultative sales approach.
- Experience using CRM platforms, preferably Salesforce, to manage pipelines, sales activity, and prospect engagement.
- Strong organizational skills with the ability to manage multiple opportunities while collaborating effectively across cross-functional teams.
- Experience with UMA, SMA, wealth management technology, or fintech platforms is an advantage.
- Series 65 license, or willingness to obtain one, is preferred.
- Competitive base salary ranging from $85,000 to $110,000 USD, based on experience, qualifications, and location.
- Eligibility for equity grants as part of the total rewards package.
- Approximately 90% company-paid medical insurance premiums.
- Comprehensive medical and healthcare benefits.
- Competitive paid time off program.
- Eligibility for variable compensation programs where applicable.
- Opportunity to grow within a rapidly expanding financial technology organization while working alongside experienced industry professionals.