Senior Vice President, Business Development
D.A. DavidsonInvestment Banking company
Richmond, United StatesSenior
Sales & Account Management
About the role
TL;DR
Develop and execute business development strategies to increase assets under management and revenues.
- •The Senior Vice President, Business Development will be responsible for developing and executing business development strategies designed to increase assets under management and revenues across Davidson Investment Advisors' investment solutions.
- •Key Responsibilities Develop and execute a territory business plan focused on gathering new assets and expanding strategic relationships.
- •Identify, qualify, and cultivate new opportunities across independent advisor, RIA, broker-dealer, bank, trust, and institutional channels.
- •Support relationships with platform gatekeepers, due diligence teams, consultants, and home-office decision makers to increase access and distribution.
- •Collaborate with investment and client service professionals to deliver tailored solutions for prospective clients.
- •Build and maintain long-term relationships through consultative engagement and ongoing service.
- •Requirements Bachelor's degree in Finance, Business, Economics, Marketing, or related field. 10+ years of investment management, asset management, wealth management, or institutional sales experience.
- •Demonstrated success sourcing, developing, and closing new business opportunities.
- •Deep understanding of Separately Managed Accounts (SMAs), Unified Managed Accounts (UMAs), Fixed Income Strategies, Equity Strategies, and Model Portfolio Distribution.
- •Strong presentation, communication, and relationship-building skills.
Required skills
Business DevelopmentSales
Nice-to-have skills
Account ManagementB2B SalesNegotiation
Domain expertise
fintech
Benefits & perks
Medical, Dental and Vision, Company 401(k) and ESOP contribution, Generous sick, vacation, and maternity/parental leave, Paid holidays, Professional Development Opportunities, Tuition Reimbursement ($15,000 lifetime cap), Discounted personal insurance including home, auto and recreational vehicles, Charitable gift-matching program, Davidson Day of Giving