Managing Director, Business Development Officer (Northern CA, WA & OR)
Virtus Investment PartnersUnited States
Posted December 24, 2025
100000 - 150000 USD year
Full Time
About the Company
Kayne Anderson Rudnick (KAR) is a distinguished asset and wealth management firm with approximately $65 billion in assets under management and a national team of 135 employees.
Job Description
We are seeking a highly skilled and motivated Managing Director, Business Development Officer (BDO) to join our wealth management team. The ideal candidate will have a proven track record of achieving business growth and revenue targets, experience working with the Fidelity WAS referral program, and strong relationships with Financial Consultants (FCs), Branch Managers & Regional VPs.
Requirements
- Bachelor's degree in business; finance, economics or related field, or relevant certifications
- Minimum 10 years in Financial Services sales
- Proven track record of achieving business growth and revenue targets
- Experience working with the Fidelity WAS referral program
- Proficient with Microsoft Office Suite or related software
- Familiarity with Salesforce and support org functionality
- Series 65 or 66 is preferred
- FP or other planning designation preferred
Benefits
- Competitive Pay
- Medical, Dental, and Vision Insurance (available day 1)
- Life and Disability Insurance
- Health Savings Account with a Company Match
- Flexible Spending Accounts including Dependent Care
- Wellness Program
- Tuition Reimbursement
- 24-Hour Employee Assistance Program
- Adoption Assistance
- Paid Family Care Time
- Paid Volunteer days