investx
RIA Business Development, Senior Associate
New York, New York, United States · Senior
Sponsorship not specified$17k-$150kDetected 21 days ago
SalesforceCRMBusiness DevelopmentCommunicationPublic SpeakingOrganizational Skills
About the role
- We are seeking a highly motivated and well-connected RIA Business Development, Sen ior Ass oci ate to expand our Registered Investment Advisor (RIA) distribution channel.
- This individual will be responsible for identifying, prospecting, and onboarding new RIAs while managing the approval process to enable firms to offer InvestX private market investment solutions.
- This role is ideal for a self-starter with an established network within the RIA community and a proven track record of opening new relationships, navigating home office approval processes, and raising assets for alternative investments.
Responsibilities
- Develop and execute a strategic territory plan focused on acquiring new advisory firms.
- Build and maintain a robust pipeline of qualified RIA 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 RIA decision-makers.
Requirements
- 7+ years of business development experience within wealth management or alternative investments.
- Proven experience securing new RIA 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 RIA decision-makers, CIOs, investment committees, and financial advisors.
Nice to have
- 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.
Compensation
- Salary & Benefits
Benefits
- Su pport H ead of RIA s, Busi ness D evelop ment relationships with investment committees, due diligence teams, and home office contacts.
Company info
- 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.
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