RIA Business Development, Goldfinch

• 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
• 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

Desirable

• 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
• 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