Partner with the Business Development Officer to manage high-net-worth client relationships and support new business growth. Develop customized investment proposals and provide comprehensive financial, estate, and tax planning advice.
Kayne Anderson Rudnick
3 Remote Job Openings at Kayne Anderson Rudnick
Partner with the Business Development Officer to manage high-net-worth client relationships and support new business development. Develop customized investment proposals and provide comprehensive financial, estate, and tax planning advice.
Managing Director, Business Development Officer (Northern CA, WA & OR)
Kayne Anderson Rudnick
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Full Time
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8 months ago
Kayne Anderson Rudnick
The Managing Director, Business Development Officer will engage with Fidelity financial consultants and develop strong relationships to accelerate client referrals. This role involves onboarding clients in collaboration with the KAR wealth advisors and maintaining organized records of prospective client opportunities.
