Managing Director, Business Development Officer (Texas:TX, OK, & NM)

Kayne Anderson Rudnick (KAR) is seeking a highly skilled and motivated Managing Director, Business Development Officer (BDO) to join our wealth management team. We value experience and skills, but also care about who you are and strive to surround ourselves with good people that share our values, work hard, and support each other as a team and as individuals.

Requirements

• Build strong relationships with Financial Consultants (FCs), Branch Managers & Regional VPs
• Conduct ongoing new business development activities with the FC teams
• Understand the custodial referral platform's proprietary investment solutions and planning services
• Deliver a consistent message to FCs on KAR's unique value proposition
• Remain current on the ever-changing custodial referral platform and adjust KAR's messaging to evolve with these changes
• Participate in the custodial referral platform's sponsored events, branch meetings, client events, and symposiums
• Source, educate and close custodial platform referred clients
• Manage the client 'discovery' process to best understand a prospective client's wealth advisory goals and objectives
• Collaborate with the KAR wealth advisors to successfully close new client relationships
• Provide ongoing communication with the FCs on the status of each referred prospective client
• Maintain organized records of prospective client opportunities
• Participate in regular training, events, coaching programs, and be proficient in advisor/client facing technology (e.g. Salesforce)

Benefits

• Competitive Pay
• Medical, Dental, and Vision Insurance
• 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