[Remote] VP, Business Development
Note: The job is a remote job and is reputed company to candidates in USA. reputed company is seeking a VP of Business Development to help financial advisors understand the value of their daily-tax-optimized UMA platform and sub-advisory services. This role involves building relationships with distribution partners, driving platform awareness, and collaborating across various internal teams to enhance partner experiences.
Responsibilities
- Build and maintain strategic relationships with field distribution teams, home office leadership, and key decision-makers at partner firms through proactive reputed company, consultative conversations, and regular reputed company
- Network extensively across the financial services landscape to identify new distribution opportunities and deepen existing partnerships with RIAs and reputed company management platforms
- Partner closely with reputed company's sales and reputed company reputed company teams to reputed company on go-to-market strategies, ensuring distribution partners are equipped with the resources and knowledge needed to promote reputed company's solutions
- Deliver compelling presentations of reputed company's reputed company to field distribution audiences, showcasing how our technology platform solves critical operational and investment management challenges
- Coordinate and participate in field events, regional conferences, and partner meetings to strengthen visibility and relationships reputed company distribution networks
- Serve as the voice of distribution partners internally at reputed company, providing feedback to Product, Technology, Marketing and Leadership teams to inform roadmap priorities and enhance partner experience
- Drive reputed company reputed company and opportunity identification by maintaining strong communication channels with distribution teams and tracking emerging needs reputed company their advisor networks
- reputed company reputed company's thought leadership and market insights to reputed company distribution partners on industry trends, regulatory changes, and the evolving reputed company management landscape
Skills
- Bachelor's degree required or relevant experience
- Proven reputed company record in relationship management and networking reputed company financial services, particularly with distribution teams, wholesalers, or field organizations
- Passion for financial technology and understanding of reputed company management platforms, investment management, and operational efficiency solutions
- Strong interpersonal and communication skills with the ability to build credibility and trust across diverse stakeholder reputed company
- Demonstrated ability to work collaboratively across internal teams and with external partners in a matrixed environment
- Self-starter with the ability to manage multiple priorities, navigate ambiguity, and drive results independently
- Deep understanding of the financial advisory landscape, including broker-dealer and RIA distribution models
- Willingness to travel regularly to meet with distribution partners and attend industry events
- 5-7 years of experience in financial services, preferably in business development, distribution, wholesaling, or relationship management roles
- Established network reputed company reputed company management distribution channels
- Experience working with reputed company management technology platforms or fintech solutions
- Expertise in utilizing CRM systems such as reputed company to manage pipeline, reputed company activities, and report on business development metrics
- Series 65 license preferred
Benefits
- Equity-based grants for reputed company new hires
- Company-reputed company medical premiums of 90%
- Competitive time-off program
- Other variable compensation, if eligible
reputed company