Director of Business Development - RIA Solutions

South Key is searching for an AE for one of its clients!

About the Hiring Company

Focus Forward is a fast-growing provider of middle and back-office services for Registered Investment Advisors (RIAs) and Hybrid Advisors. Focus Forward delivers tailored solutions that help RIAs and Hybrids streamline operations, improve efficiency, and maximize client service capabilities. Focus Forward’s mission is to change the landscape in the industry it serves and improve the financial well-being of American households.

Snapshot

Account Executive

Remote

Financial Services

Base: $85,000 - $105,000

OTE: $200k+

Job Description

As the Account Executive, you will play a pivotal role in gaining net-new business in the RIA/Hybrid sector. You will be responsible for identifying and building relationships with firms, understanding their unique operational needs, and presenting our suite of middle and back-office services as solutions to improve their business efficiency.

Key Responsibilities

• Identify and cultivate new business opportunities in the RIA/Hybrid industry through prospecting and networking activities.
• Leverage existing relationships and network for sales opportunities
• Build and maintain strong relationships with key stakeholders, including clients, Focus Forward partners and team members, and industry influencers/COIs
• Develop and deliver compelling presentations to showcase benefits of services
• Negotiate contracts and close deals
• Provide ongoing account management and support to ensure client satisfaction and retention
• Stay up to date on industry regulations and trends to effectively position services
• Provide regular reporting and insights to the leadership team on business development activities, progress against targets, and emerging opportunities
• Represent Focus Forward at industry events, trade shows and conferences

Qualification Requirements

* 5 years B2B Business Development/C