Managing Director, Business Development Officer (Texas:TX, OK, NM)

divh2Job Description/h2pKayne Anderson Rudnick (KAR) is seeking a highly skilled and motivated Managing Director, Business Development Officer (BDO) to join our wealth management team. KAR is a top participant in the Fidelity client referral program, Wealth Advisor Solutions (WAS). In this program, Fidelity financial consultants refer prospective clients to a select group of approved registered investment advisor firms for wealth management services. The KAR BDO will be responsible for engaging with Fidelity financial consultants, branch managers, and regional vice presidents, developing strong relationships to accelerate client referrals for KAR and, in collaboration with the KAR wealth advisors, successfully onboard these clients to become KAR clients./ppThis role will be held remotely with a preference for Dallas./ppstrongKey Responsibilities:/strong/ppstrongBuild strong relationships with Financial Consultants (FCs), Branch Managers Regional VPs/strong/pulliConduct ongoing new business development activities with the FC teams. Provide value-add presentations on KARs capabilities with FCs./liliUnderstand the custodial referral platforms proprietary investment solutions and planning services and how KARs capabilities complement those offerings./liliDeliver a consistent message to FCs on KARs unique value proposition, range of services, investment solutions and firm resources./liliRemain current on the ever-changing custodial referral platform and adjust KARs messaging to evolve with these changes./liliParticipate in the custodial referral platforms sponsored events, branch meetings, client events, and symposiums./li/ulpstrongSource, educate and close custodial platform referred clients/strong/pulliSource custodial referral platform prospective client opportunities through the development of strong working relationships with FCs./liliEducate prospective clients on the KAR wealth advisory service offerings./liliManage the client discovery process to best understand a prospective clients wealth advisory goals and objectives./liliCollaborate with the KAR wealth advisors to successfully close new client relationships./liliProvide ongoing communication with the FCs on the status of each referred prospective client./liliMaintain organized records of prospective client opportunities to ensure regular and consistent communication with prospective clients, FCs and KAR wealth advisors./liliParticipate in regular training, events, coaching programs, and be proficient in advisor/client facing technology (e.g. Salesforce)./li/ulpstrongIdeal Qualifications:/strong/pulliBachelors degree in business; finance, economics or related field, or relevant certifications/liliMinimum 10 years in Financial Services sales/liliProven track record of achieving business growth and revenue targets/liliExperience working with the Fidelity WAS referral program Proficient with Microsoft Office Suite or related software/liliFamiliarity with Salesforce and support org functionality/liliFINRA Series 65 preferred/liliFP or other planning designation preferred/li/ulpThe starting base salary will range from $100,000 to $140,000 and will include variable compensation. The starting salary offer will vary based on the applicants education, experience, skills, abilities, geographic location, internal equity, and alignment with market data./ppstrongBenefits:/strong/ppWe offer a variety of benefits that support employees and their families in maintaining all aspects of health and wellness. We pride ourselves on offerings that encourage work-life balance and support the needs and goals of the team./pulliCompetitive Pay/liliMedical, Dental, and Vision Insurance/liliLife and Disability Insurance/liliHealth Savings Account with a Company Match/liliFlexible Spending Accounts including Dependent Care/liliWellness Program/liliTuition Reimbursement/lili24-Hour Employee Assistance Program/liliAdoption Assistance/liliPaid Family Care Time/liliPaid Volunteer days/liliGym onsite/liliPaid Parking -LA Office/liliHybrid 3/2 (Subject to change)/li/ulpKAR is made up of diverse, talented, and passionate employees working together to achieve a common and rewarding goal: providing high quality investment strategies and wealth solutions for our clients./ppAwarded Best Firm Culture at the 2022 PAM Awards, KAR maintains a team-oriented culture of accessibility, open communication, and respect. We believe in empowering and growing our people and are excited to be hiring./ppKAR is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status./ppFor additional information on Kayne Anderson Rudnick, please access the firms web site at www.kayne.com/pp#LI-Remote/p/div