Hiring: Senior Vice President, Business Development Company: D.A. Davidson Companies Location: Richmond, VA Job Posted Time: 2026-09-15 11:17:33 Target Skills & Keywords : CFA, CFP, CIMA, Capital Markets, Fixed Income, Wealth Management About the job Experience: •10+ years of investment management, asset management, wealth management, or institutional sales experience Required Skills: •Business Development & Asset Growth •Develop and execute a territory business plan focused on gathering new assets and expanding strategic relationships •Identify, qualify, and cultivate new opportunities across independent advisor, RIA, broker-dealer, bank, trust, and institutional channels •Support relationships with platform gatekeepers, due diligence teams, consultants, and home-office decision makers to increase access and distribution •Partner cross-functionally with investment and client service professionals to deliver tailored solutions for prospective clients •Build and maintain long-term relationships through consultative engagement and ongoing service •Conduct in-person and virtual meetings with advisors, clients, and centers of influence •Represent Davidson Investment Advisors at conferences, industry events, and educational programs Qualifications: •Bachelor's degree in Finance, Business, Economics, Marketing, or related field •Demonstrated success sourcing, developing, and closing new business opportunities •Separately Managed Accounts (SMAs) •Unified Managed Accounts (UMAs) •Strong presentation, communication, and relationship-building skills •Demonstrated capacity to work independently while collaborating effectively in a team environment •Demonstrated capacity to travel regularly throughout assigned territory •Series 65 or 66 license (or ability to obtain within a defined period) •CFA®, CFP®, CIMA®, MBA, or other relevant professional designation •Existing relationships within the RIA, broker-dealer, bank trust, or institutional consultant communities Compensation: •Competitive benefits and rewards package Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!