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San Jose, CA

Date Posted:

June 7, 2019

Employment Type:


Job Reference:


Staffing Area:

Full-Time Accounting & Finance

For consideration, please submit your resume to: [email protected]

A nimble and fast growing RIA in the South Bay with an AUM of $5+ billion is looking for a Business Development Manager to take on and manage new and existing relationships with financial advisors. Duties will include:

Conducting portfolio reviews in person and over the phone with advisors

Develop and maintain systematic client communication content on a monthly, quarterly and annual time frame

Participate in development of white papers, conference calls, events

This role is great for someone who likes to take on new projects, challenges and act as a leader for an extremely important segment of the firm's client base.

5+ years of relevant positions within an RIA, Asset Management or Brokerage firm

Experience managing channel sales with a national wire house/broker-dealer
Robert Half Finance & Accounting, the world's leader in specialized financial staffing, provides exciting full-time opportunities in the areas of accounting, bookkeeping, finance, audit, taxation and more. We pioneered the professional staffing industry, and we've been successfully matching professionals with employers since 1948. Our proven proprietary processes, along with our relationships in 325 locations worldwide, allow us to provide you unparalleled access to exciting career opportunities. But don't take our word for it. Our company has appeared on Fortune® magazine’s list of “World's Most Admired Companies” since 1998, and 9 out of 10 of our customers would recommend our service to a colleague.

Apply for this job now or contact our nearest office at 888-490-5461 for additional information.

All applicants applying for U.S. job openings must be authorized to work in the United States. Robert Half will consider qualified applicants with criminal histories in a manner consistent with the requirements of the San Francisco Fair Chance Ordinance.

© 2019 Robert Half Finance & Accounting. An Equal Opportunity Employer M/F/Disability/Veterans

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San Francisco, CA

50 California Street
10th Floor
San Francisco, CA 94111

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