Vp, Relationship Director And Investment Specialist

Avantis Investors

Texas, USA
Fully remote
Selling to fee-based rias
Portfolio construction and asset allocation
Capital markets understanding
This role combines strategic relationship management with investment expertise to grow assets and deepen partnerships with fee-based RIAs

Job Summary

  • This role combines strategic relationship management with investment expertise to grow assets and deepen partnerships with fee-based RIAs.
  • Serve as the “face” of Avantis Investors to the external marketplace of Southern Florida.
  • Competitive compensation package with bonus plan, generous PTO, and competitive benefits.

Matching Summary

This role combines strategic relationship management with investment expertise to grow assets and deepen partnerships with fee-based RIAs.

Skills & Requirements

Must-have

  • selling to fee-based RIAs
  • portfolio construction and asset allocation
  • capital markets understanding
  • investment philosophy representation
  • fast-paced entrepreneurial environment

Nice-to-have

  • intellectual curiosity
  • collaborative team-based sales culture
  • proactive mindset
  • knowledge of ETF platforms

Key Requirements

  • Minimum 5 years' experience selling to RIAs
  • Direct experience and relationships with RIAs
  • FINRA Series 7 and 63 licenses
  • Bachelor's degree
  • Authorized to work in the U.S. without visa sponsorship

Work Rights

Must be authorized to work in the U.S. without visa sponsorship

Tailored Resume

Cover Letter