Director, RIA Business Development

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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

• Conduct high-volume outbound prospecting into RIAs across the U.S. • Cold call, email, and use LinkedIn and other prospecting tools to initiate relationships • Research target firms and identify financial advisors, CIOs, investment teams, portfolio managers, and other decision-makers • Secure qualified introductory meetings and new opportunities for the RIA Business Development team • Build and maintain a pipeline of prospective RIA relationships • Execute persistent follow-up to move prospects into active conversations • Maintain prospecting activity, contacts, opportunities, and next steps in Salesforce • Identify creative ways to reach decision-makers • Partner with the Head of RIA Business Development on target firms and the RIA growth strategy • Prepare prospect research, account intelligence, meeting materials, and follow-up • Support opportunities through introduction, due diligence, and approval • Coordinate with National Accounts, Compliance, Legal, Operations, Marketing, and Sales • Track requirements, follow-ups, and next steps throughout the sales process • Develop understanding of firms’ investment processes, alternative investment requirements, and decision-making structures • Build relationships with advisors and stakeholders throughout the RIA ecosystem • Monitor competitor activity, market developments, and advisor demand • Gather market feedback to inform sales approach, product positioning, and prospecting strategy • Represent InvestX at selected industry events, conferences, and advisor meetings • Contribute to new RIA relationships and asset growth

🎯 Requirements

• 3–5+ years of sales, business development, wholesaling, lead generation, or distribution experience in wealth management, asset management, financial services, or alternative investments • Demonstrated success with outbound prospecting, cold calling, and generating qualified sales opportunities • Comfortable actively prospecting and speaking with new contacts for a significant portion of the day • Experience building relationships from scratch rather than solely managing an existing book of business • Persistence and resilience in handling rejection and follow-up • Confidence engaging financial advisors and senior investment professionals • Ability to research firms, uncover opportunities, and identify paths into accounts • Competitive and motivated by measurable goals and results • Strong organization, CRM usage, and pipeline management discipline • Self-directed and comfortable in a fast-paced, entrepreneurial environment • Collaborative approach and willingness to learn from and support senior sales leadership • Existing RIA or independent wealth management relationships preferred • Experience with private equity, private credit, venture capital, hedge funds, or other alternative investment products preferred • Experience at an asset manager, alternative investment manager, wealth management firm, or financial technology platform preferred • Familiarity with RIA due diligence and investment approval processes preferred • Experience using Salesforce and sales prospecting platforms preferred • FINRA Series 7 and 63 or willingness to obtain relevant licensing

🏖️ Benefits

• 2026 base salary range of $130,000–$160,000 USD • Incentive plan • Equity • Comprehensive Health & Benefit plan • Remote work option in the United States • Hybrid work option with 3 days in office in New York • Reasonable accommodation for applicants with disabilities