MD - Institutional Business Development - Generalist - National Accounts

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July 28

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FLORES

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B2B • Finance • Consulting

FLORES is a family-owned business specializing in outsourced accounting, payroll, and human resources solutions. With a focus on industries such as hospitality, grocery, and retail, FLORES provides expert consulting services, enabling clients to streamline their operations, ensure compliance, and enhance profitability. They leverage industry-specific technology and a commitment to client success to help businesses thrive.

51 - 200 employees

Founded 1982

🤝 B2B

💸 Finance

📋 Description

• The Business Development Group at Our Client is responsible for raising capital, fostering key relationships, and building the brand through multi-channel distribution efforts across national/wirehouse firms, regional independent broker-dealers, and registered investment advisors (RIAs). • The Business Development Group is seeking an accomplished and dynamic executive to lead capital raise efforts in the United States. • In this role, the ideal candidate will accelerate sales growth of investment products by facilitating expanded access to top-producing financial advisor teams and key home-office/field-level centers of influence (COIs) across national/wirehouse firms, regional independent broker-dealers, and RIAs. • The candidate is expected to cultivate relationships with the most influential wealth management leaders and producers in the industry. • This position entails close collaboration with other C-suite level executives at Our Client to ensure alignment of sales strategies with overarching business objectives. • Develop and optimize top-down (i.e., COI) and bottom-up (i.e., financial advisor) relationships in the US. • Identify key business opportunities and provide strategic support to Regional Directors in enhancing connectivity, driving sales, and fostering brand loyalty. • Facilitate connections between Regional Directors and prominent financial advisor teams (AUM $1B+) through strategic in-person visits to territories and meetings at home offices. • Organize and host high-end events aimed at top-producing financial advisors and COIs to further showcase Our Client's offerings. • Collaborate with National Accounts and create opportunities to cultivate business at all levels within focus firms. • Work with sales management to enhance and identify training needs and coaching opportunities for the sales team. • Solicit input from Regional Directors, National Accounts, and financial advisors to develop strategies to improve sales, support, and education across all channels.

🎯 Requirements

• 10+ years of Wealth Management, Private Wealth Management, or Asset Management sales and relationship management experience, with a minimum of 10 years of management experience. • Series 7, 63 licensing required. • Ability to obtain Series 65 and 24 licensing. • CIMA, CAIA, or CFA a plus. • Executive presence with the ability to effectively represent the company and build the brand. • Willingness to travel extensively within the region as required. • Exceptional leadership, communication, and interpersonal skills. • Strong business acumen and demonstrate proficiency in general business disciplines. • Strong working knowledge of regulatory (FINRA, SEC, etc.) rules. • Strong verbal communication skills and solid presentation skills. • Superior relationship management skills. • Ability to synthesize and present complex information in a way that ensures understanding. • Ability to operate and manage comfortably and effectively in a fast-paced, highly matrixed team environment. • Strong needs-based, consultative selling and relationship-building skills.