Senior Vice President, Business Development

📋 Description

• Develop and execute territory business plan to grow assets and revenue.
• Build and maintain long-term relationships with financial advisors and RIAs.
• Represent Davidson Investment Advisors at conferences, industry events, and educational programs.
• Travel regularly within assigned territory to meet with clients.
• Collaborate with portfolio managers and client service to tailor solutions.
• Provide market intelligence and competitive insights to senior leadership.

🎯 Requirements

• Bachelor's degree in Finance, Business, Economics, Marketing, or related field.
• 10+ years in investment/asset/wealth management or institutional sales.
• Demonstrated success sourcing, developing, and closing new business opportunities.
• Deep understanding of SMAs, UMAs, Fixed Income, Equity, and Model Portfolio Distribution.
• Ability to travel regularly; strong presentation and communication.
• Series 65 or 66 license (or ability to obtain within defined period).

🎁 Benefits

• Medical, Dental and Vision
• Company 401(k) and ESOP contribution
• Generous sick, vacation, and maternity/parental leave
• Paid holidays
• Professional Development Opportunities
• Tuition Reimbursement ($15,000 lifetime cap)