What are the responsibilities and job description for the RIA/Family Office Business Development AVP/VP position at Atlas Search?
Job Title:
RIA. Family Office Business Development - AVP/VP
The listed compensation reflects the base salary, not inclusive of bonus and commission payouts.
Job Description:
About the Role
Our client, a global Alternative Investment fintech platform is seeking a highly motivated, outgoing, and experienced Business Development professional to join the Data Solutions team expanding enterprise presence in the US wealth channel. This team develops relationships with the largest clients, and prospects, within the RIA and Family Office channel. The Data Solutions team offers financial reporting services for the family office and wealth management industry.
This role is instrumental in growing and expanding the company’s presence and client base. This individual will be expected to help drive new business initiatives with existing clients, while also driving the acquisition of new clients. As part of these responsibilities, this individual would be expected to create compelling presentations, develop market analysis and strategy, help negotiate contracts, and help organize implementation efforts.
Responsibilities
- Identify and drive new opportunities with both new clients, and within our existing client base. Maintain a close alignment and partnership with our reporting teams and other specialists within our organization.
- Develop new relationships with Wealth Managers, Family Offices, and high-net-worth individuals.
- Promote a consultative approach to identify and acquire new enterprise accounts who would use all, or parts, of the firm's proposition.
- Educate clients on the depth of the firm's technology capabilities.
- Provide detailed pipeline updates and reports to be shared with our Client Management teams and other interested internal stakeholders.
- Communicate feedback from clients and prospects to the organization to improve the delivery of solutions and improve the overall client experience.
- Lead platform and system demonstrations for new prospects, lead responses to RFPs, and work collaboratively with internal and external cross-functional teams on client launches and strategic initiatives.
Salary : $100,000 - $150,000
