RIA Custody Business Development Partner
Skills
- 5+ years sales experience in Financial Services with deep RIA domain knowledge
- Understanding of custodial services, investment products, and regulatory landscape
- Proven consultative selling and relationship-building skills with RIAs
- Strong communication and presentation abilities
- Proficiency with CRM tools and pipeline management
- Negotiation and deal-closing skills
- Willingness to travel and work in-office at least 3 days per week
Responsibilities
- Identify and engage RIA firms via networking, conferences, referrals, and cold outreach to expand the TradePMR client base
- Build and maintain positive relationships with key influencers and decision makers at independent firms
- Present TradePMR offerings, tailor proposals, and influence custodial transition decisions
- Manage and update sales pipeline, negotiate deals, and close new client contracts
- Coordinate onboarding with internal teams to ensure timely, smooth client implementations
- Monitor industry trends and competitor activity to refine sales strategy and positioning
Education
- Bachelor’s degree in Finance, Business, or related field preferred
- Relevant professional certifications or licenses a plus (e.g., Series 7/63)
- Continuing education or industry training in wealth management or custody operations is advantageous
Benefits
- Performance-driven compensation with bonus opportunities, multipliers for outsized impact, and equity
- 401(k) matching
- 100% employee-paid health insurance; 90% coverage for dependents
- Lifestyle wallet for wellness, learning, and flexible benefits spending
- Employer-paid life and disability insurance
- Fertility benefits and mental health support
- Paid time off, company holidays, sick time, and parental leave
- Exceptional office experience with catered meals, events, and comfortable workspaces
Average salary estimate
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Robinhood is a leading financial services company headquartered in Menlo Park, California. The company was founded in 2013 and currently has 23.9 million funded customers, 13.7 million monthly active users, and $130 billion in assets under custody.
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