Vice President, RIA Business Development

Future Standard is seeking a VP whose function will be to solicit, promote and encourage sales or purchases of securities of Future Standard products Registered Investment Advisor clients.

The successful candidate is expected to:

• Build consultative relationships in the RIAs market and grow market share with top financial advisors and key centers of influence in the RIA channel for Future Standard.
• Develop and implement a fundraising plan for the RIA market, utilizing fully the Future Standard business plan template.
• Become the product specialist for investments offered to the RIA client base.
• Work closely with internal resources to implement territory plan, prospect and maintain existing firm relationships.
• Fully leverage the firm’s CRM platform, including logging all contact data and client profile information, as well as creating reports to analyze sales data.
• Master the firm’s investment messaging.
• Be a student of the markets and effectively add value to advisor consultations through a holistic view of their business.
• Represent the firm at regional and national conferences.
• Consistently improve and develop product knowledge, sales skills and efficiencies through active involvement in company training, education and professional development programs.
• Study and learn the firm’s language and sales process, to deliver a consistent experience for clientele of the Broker and its Affiliates.
• Effectively leverage senior executives in the sales process in territory management.
• Work closely with the Broker’s National Accounts group to identify and execute on specific firm and advisor initiatives.
• Fully adhere to and reinforce standards of Future Standard Code of Conduct.
• Extensive Travel Required. Central/Midwest Region Focus. 

Qualifications: 

• 5+ years’ of experience of RIA sales experience related to the role.
• Bachelor’s degree in business, finance, or economics preferred.
• FINRA Series 7 license required.
• Established relationships at focus firms within territory.
• Experience using CRM systems (Salesforce.com) and established proficiencies in Microsoft Office Suite.
• Ability to excel individually when limited resources are available.
• In depth investment management and general market knowledge.
• Strong business acumen and demonstrated proficiency in general business disciplines and software applications.
• Strong working knowledge of regulatory (FINRA, SEC, etc.) rules.
• Strong verbal/written communication skills and presentation skills.
• Ability to synthesize and present complex information in a way that facilitates understanding.
• Strong organizational skills and the ability to manage multiple competing projects with finite resources.
• High standards for accuracy and work quality.
• Ability to operate and manage comfortably and effectively in a fast-paced, competitive environment.
• Effective conflict management skills.
• Ability to identify and lead process improvement while operating within established guidelines.
• Ability to use seasoned judgment by applying broad knowledge and experience when addressing complex issues.