RIA Enterprise Business Development - Assistant Vice President / Vice President (Fintech)
Мэтч & Сопровод
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Описание вакансии
TL;DR
RIA Enterprise Business Development - Assistant Vice President / Vice President (Fintech): Driving new enterprise opportunities and client acquisition in the RIA channel with an accent on consultative sales, relationship building, and platform demonstrations. Focus on creating compelling pitch decks, developing market analysis and strategy, negotiating contracts, and leading RFP responses.
New York, New York, United States. Office Monday-Thursday, remote Friday.
$130,000 to $175,000 base + equity + annual performance bonus.
Company
Technology platform provider for alternative investments in the US wealth management channel.
What you will do
- Identify and drive new enterprise opportunities with RIA clients, prospects, and existing base in partnership with Client Management.
- Promote consultative approach to acquire new accounts using 's full proposition.
- Educate clients on technology capabilities and lead platform demonstrations and RFP responses.
- Provide pipeline updates, communicate client feedback, and collaborate on launches and initiatives.
Requirements
- 5+ years in business development/relationship management.
- 5+ years in financial services or financial technology.
- Proven ability to commercialize complex product/technology platforms for sophisticated clients.
- Strong expertise in Alternative Investments, Structured Investments, and Annuities.
- Track record of building relationships with senior decision makers.
- Experience in dynamic, fast-paced environments and cross-functional collaboration.
Nice to have
- Series 7 and 63 licenses.
Culture & Benefits
- Comprehensive benefits: employer-matched retirement, subsidized healthcare (100% employer-paid dental/vision/telemedicine/mental health), parental leave, unlimited PTO.
- Equity for all full-time employees and annual performance bonus.
- Hybrid work: office Monday-Thursday, remote Friday.
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