Managing Director - Business Development Officer

January 29

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Kayne Anderson Rudnick

Kayne Anderson Rudnick is a registered investment adviser with the U. S. Securities and Exchange Commission, known for its investment management and wealth management services. The company offers a range of investment strategies focusing on high-quality, high-conviction portfolios such as small-cap core, small-cap sustainable growth, and mid-cap core strategies. With over 30 years of experience, Kayne Anderson Rudnick emphasizes a long-term investment philosophy, fundamental research, and risk management. The firm has been recognized for its performance, ranking among the top independent advisors and RIA firms in the United States. The company provides financial planning, investment advisory, executive services, and consulting to help clients achieve their financial goals.

Investment Management and Wealth Management

51 - 200 employees

Founded 1984

💸 Finance

Description

• Manage relationships with Fidelity financial consultants to enhance client referral services. • Conduct ongoing new business development activities with FC teams. • Provide presentations on KAR's capabilities to FCs. • Educate and close custodial referrals to onboard new clients. • Collaborate closely with KAR wealth advisors.

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 • FINRA Series 65 preferred • FP® or other planning designation preferred

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 • Gym onsite • Paid Parking -LA Office

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