Senior Associate, Broker Dealer Business Development

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🔥 1 hour ago

🗽 New York – Remote

🗽 New York – Remote

💵 $150k - $170k / year

⏰ Full Time

🟠 Senior

💰 Business Development (BDR)

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Invest X

WebsiteLinkedInAll Job Openings

1 - 1 employees

Founded 2022

🏠 Real Estate

🏗️ Construction

Real Estate • Construction

InvestX is a Swiss real-estate developer that specializes in land valorization and the end-to-end development of residential and commercial projects. The firm identifies and analyzes land, handles feasibility and urban planning studies, manages architectural design, permits, procurement and construction supervision, and markets and sells finished properties. InvestX emphasizes durable, high-quality contemporary developments designed for residents' well-being; an example project is “Les Jardins de l’Aurore,” a completed 6-villa residential promotion delivered in 2025. The company invites landowners to submit parcels for study and positions itself as a partner to transform plots into profitable, harmonious developments.

📋 Description

• Identify, prospect, and engage new BDs across the U.S. • Develop and execute a strategic territory plan focused on acquiring new advisory firms. • Leverage existing industry relationships to generate National Accounts meetings with decision-makers, CIOs, investment committees, and portfolio managers. • Build and maintain a robust pipeline of qualified BD opportunities using Salesforce and other prospecting tools. • Support Head of National Accounts through the due diligence and approval process from initial introduction to platform approval. • Coordinate with Compliance, Legal, Operations, and National Accounts to facilitate onboarding. • Build long-term relationships with key BD decision-makers. • Identify trends within the BD marketplace.

🎯 Requirements

• 7+ years of business development experience within wealth management or alternative investments. • Demonstrated success selling private equity, private credit, venture capital, hedge funds, or other alternative investment products. • Existing network of Broker Dealer decision-makers, CIOs, investment committees, and financial advisors. • Proven experience securing new BD approvals and navigating due diligence processes. • Strong understanding of the independent wealth management industry. • FINRA Series 7 and 63 preferred.

🏖️ Benefits

• Comprehensive Health & Benefit plan