Managing Director, Business Development Officer – Northern CA, WA & OR

🕒 Dezembro 4, 2025

🏄 California, Oregon, +1 estados a mais – Remoto

🏄 California – Remote 🌲 Oregon – Remote ☕ Washington – Remote

💵 $100.000 - $150.000 / ano

⏰ Tempo Integral

🔴 Especialista

💰 Desenvolvimento de Negócios (BDR)

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Kayne Anderson Rudnick

SiteLinkedInTodas as Vagas

51 - 200 funcionários

Fundada em 1984

💸 Finanças

Finance • Investment Management

Kayne Anderson Rudnick "KAR" é uma firma de consultoria de investimentos fundada em 1984 para gerir o capital de seus fundadores, incluindo John Anderson (membro da Forbes 400 e benfeitor da Anderson School of Management da UCLA). Com escritórios em Los Angeles, San Francisco, Newport Beach, Seattle, Salt Lake City, Scottsdale, Denver, Boston, Providence e Westlake Village, a KAR possui mais de $62,9 bilhões em ativos sob gestão em 30 de junho de 2024, focando em clientes institucionais, corretoras e de alto patrimônio líquido.

Descrição

• Build strong relationships with Financial Consultants (FCs), Branch Managers & Regional VPs • Conduct ongoing new business development activities with the FC teams. • Provide value-add presentations on KARs capabilities with FCs. • Understand the custodial referral platform’s proprietary investment solutions and planning services and how KARs capabilities complement those offerings. • Deliver a consistent message to FCs on KARs unique value proposition, range of services, investment solutions and firm resources. • Remain current on the ever-changing custodial referral platform and adjust KARs messaging to evolve with these changes. • Participate in the custodial referral platform’s sponsored events, branch meetings, client events, and symposiums. • Source, educate and close custodial platform referred clients • Source custodial referral platform prospective client opportunities through the development of strong working relationships with FCs. • Educate prospective clients on the KAR wealth advisory service offerings. • Manage the client “discovery” process to best understand a prospective client’s wealth advisory goals and objectives. • Collaborate with the KAR wealth advisors to successfully close new client relationships. • Provide ongoing communication with the FCs on the status of each referred prospective client. • Maintain organized records of prospective client opportunities to ensure regular and consistent communication with prospective clients, FCs and KAR wealth advisors. • Participate in regular training, events, coaching programs, and be proficient in advisor/client facing technology (e.g. Salesforce).

🎯 Requisitos

• Bachelor's degree in business; finance, economics or related field, or relevant certifications • Minimum 10 years in Financial Services sales • Proven track record of achieving business growth and revenue targets • Experience working with the Fidelity WAS referral program • Proficient with Microsoft Office Suite or related software • Familiarity with Salesforce and support org functionality • Series 65 or 66 is preferred • FP® or other planning designation preferred

🏖️ Benefícios

• Competitive Pay • Medical, Dental, and Vision Insurance (available day 1) • Life and Disability Insurance • Health Savings Account with a Company Match • Flexible Spending Accounts including Dependent Care • Wellness Program • Tuition Reimbursement • 24-Hour Employee Assistance Program • Adoption Assistance • Paid Family Care Time • Paid Volunteer days