Director, RIA Business Development

This is a fully remote position, open to applicants in United States.

📋 Description

• Perform extensive outbound prospecting directed at RIAs throughout the U.S.

• Initiate relationships through cold calling, emailing, and utilizing LinkedIn along with other prospecting tools

• Conduct research on target firms to identify financial advisors, CIOs, investment teams, portfolio managers, and other key decision-makers

• Secure qualified introductory meetings and new opportunities for the RIA Business Development team

• Develop and maintain a pipeline of potential RIA relationships

• Execute consistent follow-up to engage prospects in active discussions

• Maintain records of prospecting activities, contacts, opportunities, and next steps in Salesforce

• Discover innovative methods to reach decision-makers

• Collaborate with the Head of RIA Business Development on target firms and the RIA growth strategy

• Prepare prospect research, account intelligence, meeting materials, and follow-up documentation

• Assist with opportunities through introduction, due diligence, and approval processes

• Coordinate with National Accounts, Compliance, Legal, Operations, Marketing, and Sales teams

• Track requirements, follow-ups, and subsequent steps throughout the sales process

• Enhance understanding of firms’ investment processes, alternative investment needs, and decision-making structures

• Foster relationships with advisors and stakeholders across the RIA ecosystem

• Monitor competitor activities, market trends, and advisor demands

• Collect market feedback to refine sales strategies, product positioning, and prospecting approaches

• Represent InvestX at selected industry events, conferences, and advisor meetings

• Contribute to establishing new RIA relationships and driving asset growth

⛳️ Requirements

• 3–5+ years of experience in sales, business development, wholesaling, lead generation, or distribution within wealth management, asset management, financial services, or alternative investments

• Proven track record in outbound prospecting, cold calling, and generating qualified sales leads

• Comfortable with actively prospecting and engaging with new contacts for a substantial part of the day

• Experience in building relationships from the ground up instead of solely managing an existing client portfolio

• Demonstrated persistence and resilience in handling rejection and following up

• Confident in engaging with financial advisors and senior investment professionals

• Skilled in researching firms, identifying opportunities, and determining pathways into accounts

• Competitive mindset driven by measurable goals and results

• Strong organizational skills with proficiency in CRM use and pipeline management

• Self-motivated and adaptable to a fast-paced, entrepreneurial environment

• Collaborative attitude with a willingness to learn from and support senior sales leadership

• Existing relationships within RIA or independent wealth management preferred

• Background in private equity, private credit, venture capital, hedge funds, or other alternative investment products is preferred

• Experience with an asset manager, alternative investment manager, wealth management firm, or financial technology platform is preferred

• Familiarity with RIA due diligence and investment approval processes is preferred

• Experience utilizing Salesforce and sales prospecting platforms is preferred

• FINRA Series 7 and 63 or a willingness to obtain necessary licensing

🏝️ Benefits

• 2026 base salary range of $130,000–$160,000 USD

• Incentive plan

• Equity

• Comprehensive Health & Benefit plan

• Remote work option available in the United States

• Hybrid work option with 3 days in-office in New York

• Reasonable accommodations for applicants with disabilities