Analyst, Business Development – RIA Group
Performance Trust, Nashville, TN, United States
All Jobs > Analyst, Business Development – RIA Group
Analyst, Business Development – RIA Group. Nashville, TN
Description
About Us: Headquartered in Chicago, Performance Trust Capital Partners, LLC is an investment bank that combines Wall Street scale with the agility of an independent, employee-owned firm. We help financial institutions uncover overlooked opportunities, navigate complexity, and make decisions grounded in insight—not impulse. Our work is focused on long‑term impact and relationships built on what matters most: trust and enduring performance.
About the Position:
Performance Trust Capital Partners is seeking a motivated, early‑career sales professional to join our RIA Group, a specialized business unit that serves Registered Investment Advisors (RIAs) across the country.
The primary responsibility of this role is outbound business development, including proactively contacting RIAs, clearly articulating Performance Trust’s value proposition, and generating introductory meetings for senior team members. Success in this position requires persistence, patience, and a disciplined, consistent approach to outreach. RIA relationships typically develop over time, so this role is focused on long‑term pipeline development rather than “quick wins”.
This is an excellent opportunity for someone who understands the challenges of sales, is comfortable with proactive outreach, and is eager to build a long‑term career in financial services. This role will be based in the Nashville, TN office, and you will be required to be fully onsite.
Responsibilities
Conduct proactive outreach to Registered Investment Advisors nationwide via phone, email, and LinkedIn
Secure introductory meetings with prospective advisory firms for a senior team member
Maintain consistent follow‑up and long‑term engagement with prospects who are not ready to move immediately
Build and manage a growing pipeline of RIA relationships over time
Track activity, outreach, and notes in CRM
Qualifications
1–3 years of sales, business development, or client‑facing experience
Some exposure to outbound sales or prospecting (financial services a plus, but not required)
Strong communication skills and professional presence
Resilient, disciplined, and comfortable with rejection
Coachable and willing to follow a developing process while helping refine it
Comfortable taking the initiative and working independently
License Requirement(s): FINRA SIE and Series 7 and 63 within 120 days of hire date
Candidates must be eligible to work permanently in the United States without sponsorship.
Benefits
Featured Benefits
Health Coverage
Medical, Dental & Vision Insurance (administered through a national carrier such as Blue Cross Blue Shields)
Prescription Drug Plans
Pre‑Tax Flexible Spending Account (Health and Dependent Care) (FSA)
Health Savings Account (HSA)
Vacation/Personal Days + Holidays
PT Retirement
Mission‑Driven Employee Stock Ownership Plan
Voluntary Life Insurance + Long‑Term Disability Insurance
Wellness & Everyday Support
Discounted Fitness Memberships (Free membership for Chicago office)
Pre‑Tax Commuter Benefits – Transit & Parking
Mental Health support through company provided Employee Assistance Program
Employee recognition programs (PT Rewards and Annual Awards)
Compensation
The base salary range for this position is $65,000-$75,000. This is an estimated range based on the circumstances at the time of posting, however, may change based on a combination of factors, including but not limited to skills, experience, education, market factors, geographical location, budget, and demand. This position is also eligible for a bonus component that would be dependent on pre‑defined performance factors. All compensation determinations are based on the skills and experience required for the position and commensurate with experience of selected individuals, which may vary above and below the stated amounts.
For Recruitment Agencies: As our recruitment is primarily handled in‑house, we work only occasionally with external agencies, and only those on our existing, pre‑approved vendor list. At this time, we are not reviewing or expanding that list. Unsolicited agency resumes, emails or other channels of outreach will not be reviewed. Unsolicited resumes or submissions from external agencies not authorized by our Talent Acquisition team will be considered direct candidate applications. As such, Performance Trust will not assume responsibility for any placement fees associated with these submissions.
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Analyst, Business Development – RIA Group. Nashville, TN
Description
About Us: Headquartered in Chicago, Performance Trust Capital Partners, LLC is an investment bank that combines Wall Street scale with the agility of an independent, employee-owned firm. We help financial institutions uncover overlooked opportunities, navigate complexity, and make decisions grounded in insight—not impulse. Our work is focused on long‑term impact and relationships built on what matters most: trust and enduring performance.
About the Position:
Performance Trust Capital Partners is seeking a motivated, early‑career sales professional to join our RIA Group, a specialized business unit that serves Registered Investment Advisors (RIAs) across the country.
The primary responsibility of this role is outbound business development, including proactively contacting RIAs, clearly articulating Performance Trust’s value proposition, and generating introductory meetings for senior team members. Success in this position requires persistence, patience, and a disciplined, consistent approach to outreach. RIA relationships typically develop over time, so this role is focused on long‑term pipeline development rather than “quick wins”.
This is an excellent opportunity for someone who understands the challenges of sales, is comfortable with proactive outreach, and is eager to build a long‑term career in financial services. This role will be based in the Nashville, TN office, and you will be required to be fully onsite.
Responsibilities
Conduct proactive outreach to Registered Investment Advisors nationwide via phone, email, and LinkedIn
Secure introductory meetings with prospective advisory firms for a senior team member
Maintain consistent follow‑up and long‑term engagement with prospects who are not ready to move immediately
Build and manage a growing pipeline of RIA relationships over time
Track activity, outreach, and notes in CRM
Qualifications
1–3 years of sales, business development, or client‑facing experience
Some exposure to outbound sales or prospecting (financial services a plus, but not required)
Strong communication skills and professional presence
Resilient, disciplined, and comfortable with rejection
Coachable and willing to follow a developing process while helping refine it
Comfortable taking the initiative and working independently
License Requirement(s): FINRA SIE and Series 7 and 63 within 120 days of hire date
Candidates must be eligible to work permanently in the United States without sponsorship.
Benefits
Featured Benefits
Health Coverage
Medical, Dental & Vision Insurance (administered through a national carrier such as Blue Cross Blue Shields)
Prescription Drug Plans
Pre‑Tax Flexible Spending Account (Health and Dependent Care) (FSA)
Health Savings Account (HSA)
Vacation/Personal Days + Holidays
PT Retirement
Mission‑Driven Employee Stock Ownership Plan
Voluntary Life Insurance + Long‑Term Disability Insurance
Wellness & Everyday Support
Discounted Fitness Memberships (Free membership for Chicago office)
Pre‑Tax Commuter Benefits – Transit & Parking
Mental Health support through company provided Employee Assistance Program
Employee recognition programs (PT Rewards and Annual Awards)
Compensation
The base salary range for this position is $65,000-$75,000. This is an estimated range based on the circumstances at the time of posting, however, may change based on a combination of factors, including but not limited to skills, experience, education, market factors, geographical location, budget, and demand. This position is also eligible for a bonus component that would be dependent on pre‑defined performance factors. All compensation determinations are based on the skills and experience required for the position and commensurate with experience of selected individuals, which may vary above and below the stated amounts.
For Recruitment Agencies: As our recruitment is primarily handled in‑house, we work only occasionally with external agencies, and only those on our existing, pre‑approved vendor list. At this time, we are not reviewing or expanding that list. Unsolicited agency resumes, emails or other channels of outreach will not be reviewed. Unsolicited resumes or submissions from external agencies not authorized by our Talent Acquisition team will be considered direct candidate applications. As such, Performance Trust will not assume responsibility for any placement fees associated with these submissions.
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