Senior RIA Consultant – Director
Mission Staffing, California, MO, United States
The firm is seeking a Senior RIA Consultant to cover the West Coast region, responsible for selling alternative investment strategies to RIA advisors and key decision-makers. This role involves developing business plans, cultivating client relationships, building a sales pipeline, and collaborating with investment and marketing teams to support new business opportunities.
Company Information:
An independent, privately owned investment management firm headquartered in New York with $181 billion in AUM, focused on active, benchmark-agnostic investing across equity, fixed income, alternative credit, and multi-asset strategies. Job Description:
Develop and implement sales strategies and business plans. Build and maintain relationships with prospective clients. Generate new assets and revenue opportunities. Coordinate meetings and agendas with internal investment professionals. Collaborate with colleagues to advance new business opportunities. Represent investment strategies in client meetings and at industry events. Support marketing initiatives and develop sales collateral. Manage client and prospect activity via CRM systems. Maintain expertise in capital markets and investment strategies. Requirements / Qualifications:
Undergraduate degree in business, finance, or related field; MBA or CFA preferred. 8+ years of experience in asset management sales, with knowledge of credit and alternative products. Required securities licenses (e.g., Series 7 and 63). Strong market knowledge, business acumen, and executive presence. Excellent communication, presentation, and client relationship skills. Must reside in the region and be willing to travel extensively. Team-oriented with curiosity, empathy, and a results-driven mindset.
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An independent, privately owned investment management firm headquartered in New York with $181 billion in AUM, focused on active, benchmark-agnostic investing across equity, fixed income, alternative credit, and multi-asset strategies. Job Description:
Develop and implement sales strategies and business plans. Build and maintain relationships with prospective clients. Generate new assets and revenue opportunities. Coordinate meetings and agendas with internal investment professionals. Collaborate with colleagues to advance new business opportunities. Represent investment strategies in client meetings and at industry events. Support marketing initiatives and develop sales collateral. Manage client and prospect activity via CRM systems. Maintain expertise in capital markets and investment strategies. Requirements / Qualifications:
Undergraduate degree in business, finance, or related field; MBA or CFA preferred. 8+ years of experience in asset management sales, with knowledge of credit and alternative products. Required securities licenses (e.g., Series 7 and 63). Strong market knowledge, business acumen, and executive presence. Excellent communication, presentation, and client relationship skills. Must reside in the region and be willing to travel extensively. Team-oriented with curiosity, empathy, and a results-driven mindset.
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