Senior Investment Advisor, Business Development - California
Core
Drive growth of investment advisory services for professional fiduciary clients, including people with disabilities, older adults, and people in recovery.
Role type
Senior Investment Advisor, Business Development
Builds
Investment advisory services and client relationships for professional fiduciaries
Domain
Financial Services / Investment Advisory
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
client-facing investment advisory, business development, relationship building, asset growth, investment consultations, platform demos, quarterly investment reviews, investment strategy development, stakeholder management, conference representation, cross-functional collaboration
Preferred skills
professional fiduciary client experience, California network, trust company experience, attorney experience, technology platform learning, special needs trusts knowledge, trust administration, ChSNC certification
Technologies
investment platforms
Responsibilities
Lead relationship development with professional fiduciaries across California, provide investment consultations and platform demos, engage existing clients on planning and account updates, develop investment recommendations, steward relationships with the Professional Fiduciaries Association of California, represent the company at conferences, collaborate cross-functionally
Seniority
Senior, hands-on leadership