Managing Director, Business Development Officer - Remote

Overview

Kayne Anderson Rudnick (KAR) is seeking a highly skilled and motivated Managing Director, Business Development Officer (BDO) to join our wealth management team. This role will be held remotely with a preference for Ft. Lauderdale or Miami.

In Short

• Build strong relationships with Financial Consultants, Branch Managers & Regional VPs.
• Conduct ongoing new business development activities.
• Provide value-add presentations on KAR's capabilities.
• Understand and communicate KAR's unique value proposition.
• Participate in events and meetings to promote KAR's services.
• Source and close custodial platform referred clients.
• Collaborate with wealth advisors to onboard new clients.
• Maintain organized records of prospective client opportunities.
• Participate in training and coaching programs.
• Proficient in advisor/client facing technology.

Requirements

• Bachelor's degree in business, finance, economics or related field.
• Minimum 10 years in Financial Services sales.
• Proven track record of achieving business growth.
• Experience with Fidelity WAS referral program.
• Proficient with Microsoft Office Suite.
• Familiarity with Salesforce.
• FINRA Series 65 preferred.
• FP® or other planning designation preferred.

Benefits

• Competitive Pay.
• Medical, Dental, and Vision Insurance.
• Life and Disability Insurance.
• Health Savings Account with a Company Match.
• Flexible Spending Accounts.
• Wellness Program.
• Tuition Reimbursement.
• Paid Family Care Time.
• Paid Volunteer days.
• Gym onsite.