VP, BD

Job not on LinkedIn

🔥 0 minutes ago

🇺🇸 United States – Remote

⏰ Full Time

🔴 Lead

👔 Vice President

👻 Ghost score 15%

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Barron's

WebsiteLinkedInAll Job Openings

51 - 200 employees

📱 Media

💸 Finance

Media • Finance

Barron's is a long-established U. S. financial news and analysis publication (part of Dow Jones) that covers markets, stocks, investing, financial advisors, economic news, and related commentary. It publishes a weekly magazine, website content, newsletters, lists and rankings of advisors, market data and analysis, podcasts, videos and events aimed at investors and financial professionals. The outlet focuses on market-driven journalism, investment ideas, and tools to help readers make financial decisions.

📋 Description

• Participate in approximately 8–12 client meetings per day once fully ramped • Conduct introductory and discovery meetings with qualified prospective clients across the United States • Manage a high-volume pipeline of inbound opportunities generated through digital marketing initiatives • Guide prospects through the sales process from initial engagement through onboarding • Build trust-based relationships with prospective clients and serve as a knowledgeable ambassador for the firm • Achieve and exceed activity, conversion, and revenue targets • Evaluate client financial situations, objectives, and investment needs • Develop and present illustrative portfolio recommendations and planning concepts • Communicate the value proposition of wealth management and family office services • Partner with internal stakeholders to deliver a best-in-class client experience • Leverage CRM, communication, and planning technologies to manage workflows efficiently • Use data and performance metrics to improve conversion rates and client outcomes • Manage phone, Zoom, email, and follow-up communications throughout the prospect journey • Construct sample client portfolios and recommendation materials • Maintain detailed records within CRM and planning systems • Collaborate regularly with leadership and cross-functional teams

🎯 Requirements

• Series 65/66 required • Demonstrated success in business development, consultative sales, wealth management, financial services, or related industries • Strong ability to manage high activity levels while maintaining exceptional client engagement • Proven track record of exceeding performance expectations in a structured, metrics-driven environment • Excellent verbal communication and presentation skills • High level of professionalism, organization, and personal accountability • Comfort using technology platforms to drive efficiency and client outcomes • CAIA, CIMA, or other similar designation preferred • Experience in wealth management, RIAs, family offices, private banking, insurance, asset management, or financial advisory environments preferred • FINRA licenses and/or investment industry credentials preferred • Experience presenting investment portfolios or financial planning concepts preferred • Familiarity with Salesforce, eMoney, Five9, Slack, and related technology tools preferred

🏖️ Benefits

• Massive inbound lead flow with no cold prospecting requirement • Fully remote work environment from anywhere in the United States • Direct access to founders and executive leadership • Opportunity to help shape a rapidly growing national wealth platform • Significant earnings potential, including opportunities for top performers to exceed $500,000–$1,000,000+ annually • Potential participation in long-term equity and value-creation opportunities

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