Senior Associate, RIA 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 RIAs across the U.S. • Develop and execute a strategic territory plan focused on acquiring new advisory firms. • Leverage existing industry relationships to generate meetings with decision-makers, CIOs, investment committees, and portfolio managers. • Build and maintain a robust pipeline of qualified RIA opportunities using Salesforce and other prospecting tools. • Represent the firm at industry conferences, networking events, and advisor meetings. • Support firms through the due diligence and approval process from initial introduction to platform approval. • Coordinate with Compliance, Legal, Operations, and National Accounts to facilitate onboarding. • Maintain detailed knowledge of each firm's investment process, alternative investment requirements, and platform structure. • Build long-term relationships with key RIA decision-makers. • Conduct presentations, webinars, and training sessions to increase awareness and adoption. • Identify trends within the RIA 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 RIA decision-makers, CIOs, investment committees, and financial advisors. • Proven experience securing new RIA approvals and navigating due diligence processes. • Strong understanding of the independent wealth management industry. • Experience working with private market or alternative investment managers preferred. • Knowledge of accredited investor regulations and alternative investment structures preferred. • Experience using Salesforce or similar CRM platforms preferred. • FINRA Series 7 and 63 preferred.

🏖️ Benefits

• Comprehensive Health & Benefit plan