Remote job · Management
Business Development Director, Wealth Advisory
In one line: Business Development Director, Wealth Advisory is a remote role in the United States at a wealth and investment advisory firm.
- Remote (US)
- A wealth and investment advisory firm
- Posted 7 Oct 2026
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https://keywordise.com/mcpApply to Keywordise job kyxagw5znyAbout the role
A senior sales role focused on winning and onboarding new advisory firms in the registered investment adviser channel, and on growing assets and relationships within an assigned territory.
At a glance
- PayNot stated in the posting
- Remote scopeRemote, United States
- Posted7 Oct 2026
- Last checked19 Oct 2026
What you will do
- Lead territory strategy and business development for mostly SEC-registered advisory firms
- Partner with an account executive on growth planning and mentor a junior sales colleague
- Present custody, technology and investment management offerings to drive new business
- Study market data, trends and competitor moves to deepen relationships with existing clients
- Guide prospects through every stage of the buying journey, largely through meetings and presentations
What they look for
- At least seven years in financial services client sales and service, including adviser channel sales
- Bachelor's degree in business, finance, economics or a similar field
- Current NASAA Series 65 or 66 licence, or the ability to obtain one
- Deep knowledge of the adviser market, especially the registered investment adviser segment
Nice to have
- An advanced degree or credential such as an MBA or CFP
Questions about this job
Is this job fully remote, and from where?
Yes. The posting lists Business Development Director, Wealth Advisory as a remote role for candidates in the United States.
What does this job pay?
The posting does not state a salary, so there is no figure to quote.
What experience is needed?
The posting asks for: at least seven years in financial services client sales and service, including adviser channel sales; bachelor's degree in business, finance, economics or a similar field; current NASAA Series 65 or 66 licence, or the ability to obtain one.
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