Managing Director, Business Development Officer (Texas:TX, OK, & NM) - KAR

DirectorDirectorOtherRemoteLeadTeam 501-1,000

Location

United States

Posted

93 days ago

Salary

$100K - $150K / year

Seniority

Lead

No structured requirement data.

Job Description

Managing Director, Business Development Officer (Texas:TX, OK, & NM) - KAR

Virtus

Although we value experience and skills, we also care about who you are. We strive to surround ourselves with good people that share our values, that work hard, and that support each other as a team and as individuals. Job Description Kayne Anderson Rudnick (KAR) is seeking a highly skilled and motivated Managing Director, Business Development Officer (BDO) to join our wealth management team. KAR is a top participant in the Fidelity client referral program, Wealth Advisor Solutions (WAS). In this program, Fidelity financial consultants refer prospective clients to a select group of approved registered investment advisor firms for wealth management services. The KAR BDO will be responsible for engaging with Fidelity financial consultants, branch managers, and regional vice presidents, developing strong relationships to accelerate client referrals for KAR and, in collaboration with the KAR wealth advisors, successfully onboard these clients to become KAR clients. This role will be held remotely with a preference for Austin, Dallas and Houston. Key Responsibilities: Build strong relationships with Financial Consultants (FCs), Branch Managers & Regional VPs - Conduct ongoing new business development activities with the FC teams. Provide value-add presentations on KARs capabilities with FCs. - Understand the custodial referral platform’s proprietary investment solutions and planning services and how KARs capabilities complement those offerings. - Deliver a consistent message to FCs on KARs unique value proposition, range of services, investment solutions and firm resources. - Remain current on the ever-changing custodial referral platform and adjust KARs messaging to evolve with these changes. - Participate in the custodial referral platform’s sponsored events, branch meetings, client events, and symposiums. Source, educate and close custodial platform referred clients - Source custodial referral platform prospective client opportunities through the development of strong working relationships with FCs. - Educate prospective clients on the KAR wealth advisory service offerings. - Manage the client “discovery” process to best understand a prospective client’s wealth advisory goals and objectives. - Collaborate with the KAR wealth advisors to successfully close new client relationships. - Provide ongoing communication with the FCs on the status of each referred prospective client. - Maintain organized records of prospective client opportunities to ensure regular and consistent communication with prospective clients, FCs and KAR wealth advisors. - Participate in regular training, events, coaching programs, and be proficient in advisor/client facing technology (e.g. Salesforce). Ideal Qualifications: - Bachelor's degree in business; finance, economics or related field, or relevant certifications - Minimum 10 years in Financial Services sales - Proven track record of achieving business growth and revenue targets - Experience working with the Fidelity WAS referral program Proficient with Microsoft Office Suite or related software - Familiarity with Salesforce and support org functionality - Series 65 or 66 is preferred - FP® or other planning designation preferred The starting base salary will range from $100,000 to $150,000 and will include variable compensation. The starting salary offer will vary based on the applicant's education, experience, skills, abilities, geographic location, internal equity, and alignment with market data. Benefits: We offer a variety of benefits that support employees and their families in maintaining all aspects of health and wellness. We pride ourselves on offerings that encourage work-life balance and support the needs and goals of the team. - Competitive Pay - Medical, Dental, and Vision Insurance - Life and Disability Insurance - Health Savings Account with a Company Match - Flexible Spending Accounts including Dependent Care - Wellness Program - Tuition Reimbursement - 24-Hour Employee Assistance Program - Adoption Assistance - Paid Family Care Time - Paid Volunteer days Company Background History Kayne Anderson Rudnick (KAR) was founded in 1984 to oversee the family capital of John Anderson. Over time, the firm expanded its services from managing capital for a single family to including family members, friends, and eventually a broader clientele comprising high net-worth individuals, public entities, corporations, endowments, and foundations. Headquartered in Los Angeles, Kayne Anderson Rudnick is a distinguished asset and wealth management firm with over $50 billion in assets under management and a national team of 135 employees. The firm is an affiliate of Virtus Investment Partners, located in Hartford, Connecticut. Philosophy KAR Wealth Advisors offers a personalized wealth management experience by leveraging our firm’s extensive resources and talented team. We develop strong partnerships with our clients, offering expert guidance across key areas such as Investment Management, Retirement Planning, Tax and Estate strategies, as well as other important services. Team Approach The most important asset KAR has is the people. The culture is collaborative and respectful. The team is passionate about setting high standards for themselves and are proud to be part of this organization. They create the client experience as a team, and as a team, strive to make the best decisions for their clients. Culture and Awards - Awarded Best Firm Culture at the 2022 PAM Awards, KAR maintains a team-oriented culture of accessibility, open communication, and respect. - Ranked #3 on Barron’s top 100 investment advisors. - Ranked #7 of RIA firms by Forbes in 2024 - Wealth for Good Awards – Best Corporate Social Responsibility program KAR is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status. For additional information on Kayne Anderson Rudnick, please access the firm’s web site at www.kayne.com #LI-Remote

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Job Closed
OtherRemoteTeam 11-50H1B Sponsor

• Own strategy, design, and delivery for a portfolio of 30–50 client organizations • Lead financial design work with clients • Identify risks and issues across the portfolio • Design and deliver BreakingBounds' Accelerator Pathways

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$135K - $150K / year
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THE COMPANY: BIRDY GREY Birdy Grey is a direct-to-consumer brand whose mission is to celebrate friendships during one of the most important milestones in a person’s life: their wedding. Founded in 2017 by best friends Grace Lee (Founder & Chief Creative Officer) and Monica Ashauer (Co-Founder & Chief Strategy Officer), Birdy Grey offers affordable bridesmaid dresses starting at just $89, groomsmen suits starting at $199, plus fun gifts and accessories for everyone in the wedding party. Since day one, we've dressed over 2 million bridesmaids and we're proud to be a trusted resource for brides and grooms on their most cherished day. THE OPPORTUNITY: Director of FP&A REPORTS TO: CFO LOCATION: Remote (EST Hours Required) Birdy Grey is looking for a highly strategic, data-driven Director of FP&A to lead our financial planning and analysis function. Reporting directly to the CFO, you will transition the finance team from a reporting center into a value-driving engine. 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THE RIGHT CANDIDATE: QUALIFICATIONS & PERSONAL ATTRIBUTES EDUCATION: Bachelor’s Degree Required EXPERIENCE / REQUIREMENTS: - 10+ years in a FP&A role, ideally experience in a high-growth DTC or e-commerce environment. - Some experience in corporate finance, investment banking, or management consulting is preferred but not required. - Mastery of Excel. You must be able to audit complex models for formula integrity. - Ability to bridge the gap between complex data and executive-level strategy. 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All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status. Your rights under the California Consumer Privacy Act The California Consumer Privacy Act (CCPA) provides you with rights regarding how your data or personal information is treated. Under the legislation, California residents can choose to opt out of the “sale” of their personal information to third parties. Based on the CCPA definition, “sale” refers to data collection for the purpose of creating advertising and other communications. Learn more about CCPA and your privacy rights. How to opt out By clicking on the link below, we will no longer collect or sell your personal information. This applies to both third-parties and the data we collect to help personalize your experience on our website or through other communications. For more information, view our privacy policy. Do not sell my personal information

United States
$160K - $175K / year
Parachute Health logo

Director of Implementation

Parachute Health

A Delightfully Simple way to order medical equipment & supplies

Director93 days ago
OtherRemoteTeam 201-500Since 2015H1B Sponsor

Parachute Health is transforming post-acute care through the leading digital ordering platform for medical equipment and supplies. We replace the outdated, error-prone paper and fax process, which negatively impacts over 30 million patients annually, with a system that’s 10 times faster. Our platform connects a vast network of Home Medical Equipment (HME) providers, clinicians, and payors across all 50 states, ensuring millions of patients get the life-saving products they need quickly and efficiently. Join our team and make a difference in patient care. The Director of Implementation is responsible for scaling our Home Medical Equipment Provider implementations in addition to leading their own strategic customer engagements. This person will manage a team of experienced Implementation Managers as they collaborate with HME Providers and match their workflows with Parachute’s highly configurable order management platform. Our customers range from small local providers of wheelchairs and walkers to multi-location, regional suppliers of oxygen and CPAP devices to National companies providing Continuous Glucose Monitors that are drop-shipped anywhere in the US. This role will focus on deploying new product modules and growth initiatives across multiple customer segments. It is a highly cross-functional position, requiring close collaboration with Customer Success, Growth, Product, Design, and Engineering teams on high visibility projects. What You’ll Do - Drive the Implementation team’s end-to-end performance, ensuring the department scales to meet customer demand without sacrificing quality. You will be responsible for driving team productivity through process mapping and performance tracking, while overseeing the continuous development of staff through structured training, upskilling, and enablement programs. - Leadership - As a player-coach, you will lead your own strategic customer engagements and manage a talented team of Implementation Managers, providing day-to-day support and coaching for professional development - Consulting - Act as the expert on Parachute platform capabilities and integrations, supporting our Customer Success teams in crafting and delivering solutions for our strategic customers - Onboarding - Onboard suppliers of medical equipment and supplies to the Parachute Platform, partnering with their leaders to drive rapid growth of Digital Ordering across the marketplace - Digital Transformations - Develop ongoing strategy for the application of Parachute features and products within existing customer workflows. - Activations - Implement our innovative AI Intake and ordering platforms and monitor activation success metrics - Data Reporting - Develop and share insights both internally and externally to collaborate on opportunities/challenges cross-functionally and report on your team’s progress towards goals - Process Improvement - Identify and execute on process improvements to make our onboarding and transformation process more effective - New Product Launches - Show partners the delightfully simple experiences we build and roll them out, communicating feedback to our Product and Merchandising teams to support customer launches and ongoing initiatives. - End User Training - Roll-up your sleeves to lead demos & trainings tailored for each partner and ensure users have appropriate support - Documentation - Synthesize best practices to develop standard playbooks for our solutions and offerings, including technological and workflow assessments that lead to templated roadmaps for customers Requirements - Minimum 5 years of experience in consulting, digital transformation, or project-based work in healthcare or health tech, with minimum 3 years directly managing teams - Experience with set-up, configuration, technical integration, or administration of a SAAS product - Experience with complex project management and ability to guide stakeholders through large-scale organizational transformation - Broad knowledge of the Durable Medical Equipment (DME) landscape - Exposure to AI solutions, digital workflow automation, or system interoperability is a strong plus. - Comfortable with tools such as Excel (advanced), Tableau, HubSpot, JIRA; experience with API integrations is a plus. More About You - Strong communicator who can extract and synthesize info from experts - Enthusiastic about using technology to better patient outcomes - Demonstrated leader and self-starter within a cross-functional team - Strong business acumen with ability to translate strategy to prioritized tactics - Process oriented; develop roadmaps to operationalize account strategy - Problem solver; adaptable with a relentless solutions mindset - Quantitatively focused; data-driven decision maker with analytical toolkit Benefits - Medical, Dental, and Vision Coverage - 401(k) Retirement Plan - Remote-First Company with a NYC office, offering a physical workspace for our greater New York City area employees. - Equity Incentive Plan - Annual Company-Wide Bonus (up to 15%) - Flexible Vacation Policy - Summer Fridays - 5 Fridays Off During Summer (Separate From PTO) - Monthly Internet Stipend - Annual Home Office and Wellness contribution - Co-Working Space Reimbursement - Annual stipend for education and development Base Salary (based on level and experience) $100k-$120k California job applicants may access the Notice of Collection of Personal Information and Privacy Policy with information and rights required by the California Privacy Rights Act (CPRA) the link here. We are proud to be an equal opportunity employer that does not discriminate on the basis of actual or perceived race, color, creed, religion, national origin, ancestry, citizenship status, age, sex or gender (including pregnancy, childbirth related medical conditions and lactation), gender identity or gender expression (including transgender status), sexual orientation, marital status, military service and veteran status, disability, genetic information, or any other characteristic protected by applicable federal, state, or local laws and ordinances. This role is not eligible for employer visa sponsorship. Applicants must be legally authorized to work in the United States at the time of application and for the duration of employment. The Company does not sponsor employment authorization for this position, nor will it provide assistance in obtaining temporary work authorization

United States
$100K - $120K / year