SVP of Sales & Relationship Management

WHO WE ARE:

We are an innovative and fast-paced Registered Investment Adviser (RIA) firm offering financial planning, multi-disciplined institutional asset management solutions and other platform capabilities to a national base of growth focused financial advisors. Our platform solutions include practice management and consulting resources, an industry leading technology stack, back-office support, and a robust compliance program. 

JOIN OUR TEAM TODAY!

As we continue executing on our next phase of growth, with a focus on accelerating our existing advisor’s organic growth, pursuing new business opportunities across the IAR, IBD and RIA channels and continuing to drive awareness and value around the Alphastar brand, we have a sales and relationship management leadership opportunity for a highly skilled professional to join the Alphastar team. This leadership role will report to the President of the company and is located at our company headquarters in Cornelius, NC, a northern suburb of Charlotte in the highly desirable Lake Norman area.

YOUR ROLE:

We are seeking a highly motivated sales and relationship management leader to join our team and help us expand and retain existing relationships, increase new sales and deepen relationships with strategic partners across the RIA ecosystem. In this advisor and prospect facing role, you will collaborate closely with the firms Leadership Team and all other functional areas (Sales/Marketing, Compliance, Trading & Investments and Operations) to develop and deliver a world class advisor and prospect experience. 

RESPONSIBILITIES:

• Provide leadership and development to the company’s Sales and Marketing teams.
• Lead and implement a consultative sales strategy and initiatives that aligns with our ideal prospect profile and accelerates growth.
• Ensure sales process and deliverables/tactics are in place and effectively executed to support a scalable and repeatable prospect experience.
• Lead and implement a value-added, consultative engagement strategy for our existing advisors.
• Demonstrate in-depth knowledge of the RIA, IBD and IAR models as well as key industry challenges and opportunities within these segments. Ability to understand and articulate how Alphastar’s wealth management and other platform capabilities solve these industry issues and capture these market opportunities.
• Proven ability and track record of consulting at the executive level, delivering strategic solutions and driving engagement and/or growth.
• Demonstrate in depth knowledge of sales process, sales funnel management, CRM utilization and other prospecting/lead generation tools and technology.
• Proven ability to successfully partner with Marketing on the development of prospect campaigns and execution in follow up/prospect engagement.
• Develop and manage strategic partnerships and executive relationships (Custodians, Industry Consultants, Investment Management partners, etc.)
• Represent the Company at industry conferences, social events and other client/prospect engagement opportunities to raise brand awareness and develop positioning of the firm with target audiences.

REQUIREMENTS:

• Bachelor’s degree in Finance or related field.
• 10 years of sales and/or relationship management experience in the RIA/Wealth Management Industry with proven track record of success.
• 3-5 years of leadership experience in the RIA/Wealth Management industry with proven track record of success.
• In-depth knowledge of the RIA, IBD and IAR models and economics as well as key industry challenges and opportunities within these segments. 
• Knowledge of insurance and other commission-based solutions.

COMPETENCIES:

• Executive presence, high level of professionalism, strong business acumen and process oriented.
• Embraces a consultative sales philosophy.
• A hands-on, action-oriented leader. Strong desire and ability to be a player/coach
• Highly collaborative internally, externally, across the RIA industry and with our family of companies.
• Strong understanding of the TAMP/platform business model-Competitors, trends, strategies, and key differentiators.
• Experience with working with the RIA custodial models.
• Client advocate and passionate about the client and prospect experience.
• Embraces and embodies a culture of humility, trust, and team centric approach.