Business Development Associate RIA Sales Partner
Eaglebrook is seeking an Associate to join our Business Development Team, focusing on lead generation in the RIA space and relationship management with our largest wealth management clients. Working within the Business Development Team, this person will help support senior members of the sales team by serving as a point of contact for financial advisors and help drive new business by developing opportunities with new and existing RIAs and advisors, attending industry events, and client prospecting. Qualified applicants will have experience in the wealth management distribution space and in speaking with financial advisors, as well as an expressed interest in digital assets. The base salary pay for this role is $125,000 - $175,000 per year. This position will also be eligible to earn a discretionary bonus each year, subject to company approval.
Key Responsibilities
- Outbound Sales Prospecting: Actively identify and engage new potential RIA partners and advisors through targeted outreach, generating new business opportunities to support company growth.
- Crypto SMA Product Sales: Build relationships with advisors who have access to our investment platform and collaborate with them to drive Crypto SMA product sales and raise assets.
- Support Strategic Partnership Development: Work closely with senior members to develop and execute strategies that expand and strengthen our third-party partnerships.
- Process Improvement & Collaboration: Collaborate across departments, including Legal, Tech, and Operations, to drive process improvements and ensure efficient execution of business goals.
- Reporting & Communication: Coordinate the delivery of accurate, timely reports to internal stakeholders, ensuring transparency and alignment on objectives.
- Client & Partner Support: Act as a point of contact for partners, handling ad hoc requests, facilitating seamless communication, and supporting partner needs.
Qualifications
- 3-5 years of experience in financial services.
- Knowledge of investment trends and advisor practices.
- Strong industry knowledge and ability to build and maintain partnerships.
- Excellent communication, leadership, and problem-solving skills.