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Business Development - RIA Channels

Remote:

Full Remote

Contract:

Full time

Experience:

Expert & Leadership (>10 years)

Work from:

California (USA), New York (USA), United States

Offer summary

Qualifications:

Minimum of 5 years sales experience, Strong network with independent RIAs, Series 6, Series 7 or Series 63 required, Experience in selling investment products.

Key responsabilities:

Generate sales to independent RIAs
Build and manage a pipeline of RIA prospects

Goldfinch https://goldfinch.finance/

2 - 10 Employees

See more Goldfinch offers

Job description

Backed by top investors including Andreessen Horowitz, Bill Ackmann, and Kindred Ventures, Heron Finance is unlocking the power of private markets. For decades, private markets have been the secret weapon of the biggest institutional investors. We believe technology can not only open access to this increasingly important asset class, but create a fundamentally better product—for everyone.

Our mission is about more than just investing, it's about unlocking potential. We envision a future system where anyone with a great idea can access the capital they need, and where any investor can participate, supporting that growth and sharing in its success.

Heron Finance is hiring an experienced individual to be responsible for RIA Business Development. You will be responsible for growing AUM by closing and nurturing relationships with RIAs. Heron offers a unique and innovative product. You should enjoy educating advisors not only on the product mechanics, but also helping them learn how the asset class itself (private credit) can benefit their clients. You have a strong network of independent RIAs who trust you, and are consistently nurturing and expanding this network. You are as comfortable actively pursuing new relationships as you are nurturing and growing existing ones. You love the hustle and pace of a startup environment, and are able to tolerate, and even enjoy uncertainty.

This role is full time, preferably located in the Bay Area or NYC. Open to remote within +3 timezones of San Francisco

What you’ll be doing (i.e. job duties):

Generate sales of Heron Finance to independent RIAs

Establish, maintain, and grow relationships with alternative-focused RIAs, acting as a subject matter expert representing our company, platform, and investment solutions

Build and manage a pipeline of RIA prospects, with realistic assessments on deal potential and likelihood of closing

Attend conferences, initiate sales meetings, manage events, and be the external contact for Heron Finance

Work closely with the CEO and CIO to build and execute a sales strategy

Create and present educational materials for RIAs about Heron and/or private credit.

Serving as an advocate for the customer in market to the product team, helping iterate on Heron’s platform

What we look for in you (i.e. job requirements):

Existing network of contacts within the RIA community

A minimum of 5 years of sales experience, with a proven track record of success in building relationships and driving sales with RIAs

Demonstrated experience selling investment products, custodial services, and/or technology to independent RIAs and/or institutional investors

Series 6, Series 7 or Series 63 required.

Excellent communication skills, both written and verbal.

Curiosity—a hunger to learn and be challenged

Collaborative team player while also possessing the confidence to execute independently

Eager to give and receive feedback freely

Honesty, persistence, resilience, and humility

Nice to haves/strong preferences:

7+ years sales experience in the RIA space

10+ years of total experience

Significant experience in selling alternative investments and/or private credit products

Experience launching new investment products (e.g. ETFs, private funds, etc…)

Startup experience

We aim to hire great people from a wide variety of backgrounds - not just because it’s the right thing to do, but because it makes our company stronger. People from all across the globe and all walks of life participate in our protocol, and we'd like our team to reflect that. If you share our interest in DeFi and our passion for promoting financial inclusion, we'd love to have you on the team.