Drive strategic distribution growth by developing relationships with financial advisors, broker-dealers, and RIAs. Execute territory business plans and conduct educational presentations to increase product utilization of investment offerings.
Exemplar Companies
4 Remote Job Openings at Exemplar Companies
The Tax Controversy role manages all aspects of tax disputes, audits, and examinations with federal, state, and local authorities. Responsibilities include researching complex tax issues, drafting protest letters, and representing clients during negotiations to ensure compliance.
The Business Development Executive will architect and lead enterprise revenue strategy across integrated professional services including legal, tax, and financial advisory. They are responsible for building a high-stakes sales organization, managing senior-level partnerships, and ensuring alignment between sales commitments and regulatory standards.
This entrepreneurial role requires the leader to focus heavily on business development and lead generation to scale nationwide wealth management services, initially involving hands-on operational tasks before transitioning to high-level strategy. Key duties include driving new client acquisition, developing investment strategies, providing expert financial planning, managing client relationships, and building a high-performing advisory team.
