Note: The job is a remote job and is open to candidates in USA. InvestX Capital is a late-stage venture fund that partners with wealth management firms and family offices to offer multi-position and single-purpose funds. The Director, RIA Business Development will expand the company's RIA distribution channel through high-volume outbound prospecting, relationship building, qualified meeting generation, and sales pipeline development across the U.S. The role also supports due diligence, cross-functional coordination, market intelligence, and the progression of opportunities toward approval and asset growth.
Responsibilities
- Conduct high-volume outbound prospecting into RIAs across the U.S
- Cold call, email, and leverage LinkedIn and other prospecting tools to initiate new relationships
- Research target firms and identify financial advisors, CIOs, investment teams, portfolio managers, and other key decision-makers
- Secure qualified introductory meetings and new opportunities for the RIA Business Development team
- Consistently build and maintain a strong pipeline of prospective RIA relationships
- Execute persistent, thoughtful follow-up to move prospects from initial outreach into active conversations
- Maintain accurate prospecting activity, contacts, opportunities, and next steps within Salesforce
- Identify creative ways to penetrate firms and reach decision-makers beyond traditional outbound outreach
- Partner closely with the Head of RIA Business Development to prioritize target firms and execute the broader RIA growth strategy
- Prepare prospect research, account intelligence, meeting materials, and follow-up
- Support opportunities as they progress from initial introduction through due diligence and approval
- Coordinate with National Accounts, Compliance, Legal, Operations, Marketing, and Sales to help move opportunities forward
- Track outstanding requirements, follow-ups, and next steps to maintain momentum throughout the sales process
- Develop an understanding of each firm's investment process, alternative investment requirements, and decision-making structure
- Develop relationships with advisors and key stakeholders throughout the RIA ecosystem
- Build a strong understanding of the independent wealth management landscape and how RIAs evaluate private market investments
- Monitor competitor activity, market developments, and advisor demand
- Gather market feedback to help inform InvestX's sales approach, product positioning, and prospecting strategy
- Represent InvestX at select industry events, conferences, and advisor meetings
Skills
- 3–5+ years of sales, business development, wholesaling, lead generation, or distribution experience within wealth management, asset management, financial services, or alternative investments
- Demonstrated success with outbound prospecting, cold calling, and generating qualified sales opportunities
- Comfortable spending a significant portion of the day actively prospecting and speaking with new contacts
- A true hunter who enjoys building relationships from scratch rather than solely managing an existing book of business
- Persistent and resilient—you understand that rejection and follow-up are part of successful business development
- Confident communicator who is comfortable engaging financial advisors and senior investment professionals
- Resourceful and curious, with the ability to research firms, uncover opportunities, and find the right path into an account
- Competitive and motivated by measurable goals and results
- Highly organized with strong CRM and pipeline management discipline
- Self-directed and comfortable operating in a fast-paced, entrepreneurial environment
- Collaborative and excited to learn from and support senior sales leadership while building toward greater account ownership
- Existing relationships within the RIA or broader independent wealth management ecosystem
- Experience with private equity, private credit, venture capital, hedge funds, or other alternative investment products
- Experience within an asset manager, alternative investment manager, wealth management firm, or financial technology platform
- Familiarity with RIA due diligence and investment approval processes
- Experience using Salesforce and sales prospecting platforms
- FINRA Series 7 and 63 or willingness to obtain relevant licensing
Benefits
- Incentive plan
- Equity
- Comprehensive Health & Benefit plan
- United States (Remote) or Hybrid (3 days in office) New York
Company Overview