Managing Director, Business Development Officer (Northern CA, WA & OR)

Kayne Anderson Rudnick (KAR) is seeking a highly skilled and motivated Managing Director, Business Development Officer to join their wealth management team. The BDO will be responsible for engaging with Fidelity financial consultants and developing strong relationships to accelerate client referrals and onboard new clients to KAR.

Responsibilities:

• Build strong relationships with Financial Consultants (FCs), Branch Managers & Regional VPs
• Conduct ongoing new business development activities with the FC teams. Provide value-add presentations on KARs capabilities with FCs. Understand the custodial referral platform’s proprietary investment solutions and planning services and how KARs capabilities complement those offerings.Deliver a consistent message to FCs on KARs unique value proposition, range of services, investment solutions and firm resources.Remain current on the ever-changing custodial referral platform and adjust KARs messaging to evolve with these changes.Participate in the custodial referral platform’s sponsored events, branch meetings, client events, and symposiums
• Source, educate and close custodial platform referred clients
• Source custodial referral platform prospective client opportunities through the development of strong working relationships with FCs.Educate prospective clients on the KAR wealth advisory service offerings.Manage the client “discovery” process to best understand a prospective client’s wealth advisory goals and objectives.Collaborate with the KAR wealth advisors to successfully close new client relationships.Provide ongoing communication with the FCs on the status of each referred prospective client.Maintain organized records of prospective client opportunities to ensure regular and consistent communication with prospective clients, FCs and KAR wealth advisors.Participate in regular training, events, coaching programs, and be proficient in advisor/client facing technology (e.g. Salesforce)

Requirements:

• Bachelor's degree in business; finance, economics or related field, or relevant certifications
• Minimum 10 years in Financial Services sales
• Proven track record of achieving business growth and revenue targets
• Experience working with the Fidelity WAS referral program
• Proficient with Microsoft Office Suite or related software
• Familiarity with Salesforce and support org functionality
• Series 65 or 66 is preferred
• FP® or other planning designation preferred