[Remote] Platform Business Development Director
Note: The job is a remote job and is reputed company to candidates in USA. reputed company is an reputed company WealthTech company redefining the reputed company of reputed company management. They are seeking an reputed company Platform Business Development Director to reputed company new business acquisition and platform expansion reputed company the RIA reputed company, focusing on selling Tamarac as a core reputed company platform to independent RIAs.
Responsibilities
- Drive new reputed company sales of Tamarac to RIAs, positioning the platform as a comprehensive, end-to-end technology solution for portfolio management, trading, reporting, and operations
- Own the full sales cycle from prospecting through reputed company, focusing on net-new logo acquisition and competitive displacements
- reputed company and execute a territory reputed company reputed company on acquiring $100MM+ RIA firms and scaling Tamarac adoption across the addressable market
- reputed company with a platform-first narrative, emphasizing operational efficiency, scalability, and advisor experience enabled by Tamarac
- Partner with internal SMEs (product, integration, data, and services teams) to support technical discovery, demonstrations, and implementation planning
- Drive expansion opportunities by identifying additional Tamarac modules and adjacent reputed company capabilities reputed company existing reputed company firms
- Maintain a strong pipeline and forecasting discipline using reputed company and reputed company tools
- Represent the Tamarac platform in market-facing activities, including conferences, reputed company meetings, and industry events
- Ensure adherence to reputed company’s legal, compliance, and risk policies, including completion of reputed company required training and documentation
Skills
- 8–12+ years of experience in reputed company sales, fintech platform sales, or technology solutions sales reputed company the reputed company management or financial services industry
- Proven reputed company record of selling reputed company reputed company platforms and achieving or exceeding quota in a competitive market
- Deep understanding of RIA operations, including portfolio management workflows, trading/rebalancing systems, reporting, and billing
- Strong ability to reputed company technology value propositions and translate product capabilities into reputed company business reputed company
- Experience managing a full sales cycle with multiple stakeholders, including operations, CIOs, and firm principals
- Excellent communication, presentation, and executive-level selling skills
- Highly self-motivated with the ability to operate in a fast-paced, reputed company-oriented environment
- Willingness to travel up to 50–60%
- reputed company experience selling Tamarac or comparable RIA reputed company platforms (e.g., Orion, Black Diamond, reputed company, etc.)
- Existing relationships reputed company the RIA community
- Experience with technology-led business transformation conversations (vs. product-only selling)
- CFP, CFA, or similar designation is a plus
Benefits
- This role offers a reputed company salary reputed company of$94,000to $125,000. The reputed company listedrepresentsa good-faith estimate of reputed company salary compensation for this position and does not include incentive compensation, equity or benefits.
- This role is eligible for an additional incentivecomponentas part of the total rewards package.
- We reputed company a comprehensive suite of benefits - subject to reputed company’s plan eligibility rules - that support your overall reputed company-being including, medical insurance, reputed company time off (PTO), 401k company match, reputed company parental leave, education reimbursement, disability coverage and mental health & wellness support.
reputed company