2 месяца назад
Relationship Manager, Business Development - RIA Enterprise Vice President (Fintech)
80 000 - 100 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Relationship Manager, Business Development - RIA Enterprise Vice President (Fintech): Driving platform adoption and structured investment penetration across Enterprise RIA firms with an accent on strategic growth and stakeholder management. Focus on scaling structured investment capabilities, coordinating platform integrations, and aligning internal capabilities with client needs.
Location: New York, NY. Must work in office Monday-Thursday
Salary: $80,000 - $100,000
Company
is a fintech platform specializing in structured investment solutions for wealth management.
What you will do
- Partner with RIA home offices, CIOs, and investment committees to drive platform adoption and growth.
- Develop and execute firm-level adoption strategies across large advisor networks and enterprise platforms.
- Act as the primary liaison between enterprise RIA clients and internal distribution, product, and technology teams.
- Coordinate structured investment platform initiatives, integrations, and rollout strategies.
- Collaborate with Sales, Product, and National Accounts teams to align platform capabilities with business objectives.
- Support enterprise presentations, RFPs, platform reviews, and strategic client meetings.
Requirements
- 7+ years of experience in structured investments, wealth management distribution, or related financial services.
- Series 7 and 63 or 66 licenses are required.
- Strong knowledge of structured investment products and capital markets.
- Experience working with RIA home offices, enterprise wealth platforms, and institutional clients.
- Proven ability to manage cross-functional initiatives and influence stakeholders across large organizations.
- Willingness to travel for client meetings and industry events.
Culture & Benefits
- Competitive compensation package including base salary, equity for all full-time employees, and commission eligibility.
- Comprehensive health benefits with 100% employer-paid dental, vision, and mental health counseling.
- Employer-matched retirement plan.
- Unlimited paid time off (PTO).
- Hybrid work environment with flexibility to work remotely on Fridays.
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