Kayne Anderson Rudnick

Business Development Rep

• Build strong relationships with Financial Consultants (FCs), Branch Managers & Regional VPs
• Conduct ongoing new business development activities with the FC teams
• Provide value-add presentations on KARs capabilities with FCs
• Understand the custodial referral platform’s proprietary investment solutions and planning services and how KARs capabilities complement those offerings
• Deliver a consistent message to FCs on KARs unique value proposition, range of services, investment solutions and firm resources
• Remain current on the ever-changing custodial referral platform and adjust KARs messaging to evolve with these changes
• Participate in the custodial referral platform’s sponsored events, branch meetings, client events, and symposiums
• Source, educate and close custodial platform referred clients
• Source custodial referral platform prospective client opportunities through the development of strong working relationships with FCs
• Educate prospective clients on the KAR wealth advisory service offerings
• Manage the client “discovery” process to best understand a prospective client’s wealth advisory goals and objectives
• Collaborate with the KAR wealth advisors to successfully close new client relationships
• Provide ongoing communication with the FCs on the status of each referred prospective client
• Maintain organized records of prospective client opportunities to ensure regular and consistent communication with prospective clients, FCs and KAR wealth advisors
• Participate in regular training, events, coaching programs, and be proficient in advisor/client facing technology (e.g. Salesforce)

Managing Director, Business Development Officer