VP, BD

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

📋 Description

• Engage in approximately 8–12 client meetings daily once fully trained.

• Conduct introductory and exploratory meetings with qualified prospective clients throughout the United States.

• Oversee a high-volume pipeline of incoming opportunities generated via digital marketing efforts.

• Guide prospects through the sales journey from initial contact to onboarding.

• Establish trust-based relationships with prospective clients and act as a knowledgeable representative for the firm.

• Meet and surpass activity, conversion, and revenue goals.

• Assess client financial situations, objectives, and investment requirements.

• Create and present illustrative portfolio recommendations and planning concepts.

• Articulate the value proposition of wealth management and family office services.

• Collaborate with internal teams to provide a top-notch client experience.

• Utilize CRM, communication, and planning technologies to effectively manage workflows.

• Employ data and performance metrics to enhance conversion rates and client outcomes.

• Handle phone, Zoom, email, and follow-up communications throughout the prospect journey.

• Develop sample client portfolios and recommendation materials.

• Keep detailed records within CRM and planning systems.

• Regularly collaborate with leadership and cross-functional teams.

⛳️ Requirements

• Series 65/66 certification is required.

• Proven success in business development, consultative sales, wealth management, financial services, or similar fields.

• Strong capability to manage high activity levels while ensuring exceptional client engagement.

• Demonstrated history of exceeding performance expectations in a structured, metrics-oriented environment.

• Excellent verbal communication and presentation abilities.

• High degree of professionalism, organization, and personal accountability.

• Comfortable utilizing technology platforms to enhance efficiency and client outcomes.

• CAIA, CIMA, or similar designation is preferred.

• Experience in wealth management, RIAs, family offices, private banking, insurance, asset management, or financial advisory settings is preferred.

• FINRA licenses and/or investment industry credentials are preferred.

• Experience in presenting investment portfolios or financial planning concepts is preferred.

• Familiarity with Salesforce, eMoney, Five9, Slack, and related technology tools is preferred.

🏝️ Benefits

• Substantial inbound lead flow with no requirement for cold prospecting.

• Fully remote work setting from any location within the United States.

• Direct access to founders and executive leadership.

• Opportunity to contribute to the shaping of a rapidly expanding national wealth platform.

• Significant earnings potential, with top performers having the opportunity to exceed $500,000–$1,000,000+ annually.

• Potential for participation in long-term equity and value-creation opportunities.