RIA Director with Series 7 and 63

Job Summary

A company is looking for a RIA Director responsible for business development and client relationship management within the Private Wealth Division.

Key Responsibilities

• Cultivates relationships with key individuals at targeted firms and influences client investment decisions
• Researches market trends and identifies sales opportunities while sharing insights across the organization
• Develops and guides sales activities, positioning investment solutions to meet clients' needs

Required Qualifications

• Knowledge of the financial industry and its products
• Bachelor's degree or equivalent
• 8-12+ years of related experience, particularly in selling to RIAs, Bank Trusts, or Private Banks
• Series 7 and 63 licenses
• CFA or MBA is desirable