Director, Financial Advisor Partnerships

Job Description

• Seeking an experienced business development professional to help build partnerships with enterprise marketing teams at RIA’s • Onboarding thousands of new users daily and having over 1,000 phone calls with new investors • Establishing preferred partnerships with RIA firms to refer clients and be compensated on a per lead or live transfer basis • Focus on identifying, developing, and nurturing relationships with marketing teams of top RIAs • Generating and selling qualified leads to RIAs to ensure a flow of high-quality prospects for partners

Qualifications

• 5+ years of business development or marketing experience, preferably in a lead brokering role • Proficiency in sales CRM tools such as Salesforce, HubSpot, or similar platforms • Demonstrated assertiveness, analytical skills, and strong organizational abilities • Proven ability to drive deals independently in a fast-paced, dynamic environment • Excellent verbal and written communication skills • Must be eligible to work in the US - no exceptions • Must be able to work out of our NYC office

Benefits

• Endless opportunities for collaboration • Innovation • Learning