Vice President of Business Development

3 weeks ago


New York, United States Russell Tobin Full time

Our client seeks to fill a Vice President or Senior Vice President position in its Enterprise Solutions Structured Investment team. The role targets the Wealth Management industry, particularly Registered Investment Advisors (RIAs), with responsibilities ranging from client prospecting to maintaining existing relationships and supporting internal team members. Emphasizing a technical aspect, the role involves delivering and supporting our client's technology solutions within the independent wealth channel while refining marketplace positioning and go-to-market strategies across business lines.


Key responsibilities include developing and nurturing relationships with RIAs, aggregators, and independent wealth platforms, alongside serving as the primary relationship manager for strategic RIA clients. Additionally, the role entails leading demonstrations of platforms and systems for prospective clients, managing responses to Requests for Proposals (RFPs), and collaborating with internal and external teams on our client’s suite of enterprise technology solutions. Furthermore, the position involves working closely with Relationship Managers, Sales teams, and senior executives to drive both tactical and strategic sales initiatives, managing internal projects, and providing guidance to junior team members.


Qualified candidates should possess over 10 years of experience in Business Development/Relationship Management, particularly in enterprise or technology sales, with a strong understanding of Structured Investments. Direct experience within wealth management firms, particularly RIAs, is highly preferred, along with exceptional verbal and written communication skills, strategic thinking capabilities, and the ability to work independently. Ideally, candidates should demonstrate proficiency in managing enterprise relationships with minimal oversight and hold Series 7 and 63 licenses, although this is preferred rather than required.



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