investx

Broker Dealer Business Development, Senior Associate

New York, New York, United States · Senior

Sponsorship not specified$150k-$170kDetected 21 days ago

SalesforceCRMBusiness DevelopmentCommunicationPublic SpeakingOrganizational Skills

About the role

We are seeking a hig hly motivated and well-connected Broker Dealer (BD) Business Development, Sen ior Ass oci ate to expand our US Broker Dealer distribution channel.
This role is ideal for a self-starter with an established network within the Broker Dealer community and a proven track record of opening new relationships and raising assets for alternative investments.

Develop and execute a strategic territory plan focused on acquiring new advisory firms.
Build and maintain a robust pipeline of qualified BD opportunities using Salesforce and other prospecting tools.
Maintain detailed knowledge of each firm's investment process, alternative investment requirements, and platform structure.
Build long-term relationships with key BD decision-makers.

7+ years of business development experience within wealth management or alternative investments.
Proven experience securing new BD approvals and navigating due diligence processes.
Strong understanding of the independent wealth management industry.
Required Experience
Demonstrated success selling private equity, private credit, venture capital, hedge funds, or other alternative investment products.
Existing network of Broker Dealer decision-makers, CIOs, investment committees, and financial advisors.

Experience working with private market or alternative investment managers.
Knowledge of accredited investor regulations and alternative investment structures.
Experience using Salesforce or similar CRM platforms.
FINRA Series 7 and 63 preferred.
Core Competencies
Exceptional prospecting and business development skills.
Strategic thinker with a consultative sales approach.
Excellent presentation and communication skills.

Su pport H ead of National Accounts in managing relationships with investment committees, due diligence teams, and home office contacts.

InvestX launched in 2014 is a late-stage venture fund investing out of Fund 5.
With over US$700 million in investments and 35+ portfolio companies including Palantir, Anthropic, SpaceX, Airbnb, SoFi, Spotify, DocuSign, and many more.
We work with leading North American wealth management firms and family office clients to offer our multi-position and single purpose funds.
InvestX is backed by leading financial institutions Jefferies, Virtu Financial, and Canaccord Genuity and has been featured in CNBC, Forbes, Bloomberg, U.S. News, Business Insider, Reuters, The Globe and Mail, and many other publications.

This listing is sourced directly from investx's careers page and normalized into a canonical job model.