Remote job · Management
Business Development Director
- Remote (US)
- A wealth and advisory financial services firm
- Posted 7 Oct 2026
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Apply with Keywordise AIAbout the role
A senior sales role focused on winning and onboarding new financial advisors in the registered investment adviser channel, while managing a territory and growing assets and client relationships.
What you will do
- Drive territory strategy and new business growth for registered investment adviser firms, working alongside an account executive
- Recruit, onboard and activate new producing advisors, mentoring a junior sales colleague
- Present custody, technology and investment management offerings to clients and prospects
- Study market data, trends and competitor activity to expand relationships with existing firm clients
- Lead in-person and virtual meetings and presentations to move prospects through the buying journey
What they look for
- At least seven years in financial services client sales and service support, including direct registered investment adviser channel sales
- Bachelor's degree in business, finance, economics or a related field
- Deep knowledge of the advisor market, especially the registered investment adviser channel
- Strong sales, client experience and buyer influencing skills
Nice to have
- An MBA or CFP credential, particularly in business administration or planning
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