Director of Business Development - RIA Distribution (Wealth Management)

Larson Financial Holdings seeks a Director, Business Development RIA Distribution to drive growth of our physician-focused wealth management platform. This role leads RIA and advisory distribution strategy, cultivates new firm and advisor relationships, and expands assets under management through targeted outreach and partnership development. The Director builds and manages a sales pipeline, collaborates with marketing and product teams, and represents Larson at industry events. Success requires deep wealth management/RIA experience, strong consultative sales skills, and the ability to translate complex planning, investment, and insurance solutions for sophisticated professionals.

Responsibilities

• Develop and execute RIA and advisor distribution strategy to grow assets under management
• Source, qualify, and close new RIA, advisory, and strategic distribution relationships
• Manage a disciplined sales pipeline using CRM and data-driven targeting
• Partner with marketing to design campaigns, content, and events for physicians and professionals
• Deliver high-impact presentations on Larson's wealth, tax, insurance, and retirement solutions
• Collaborate with operations, product, and investment teams to ensure a seamless onboarding experience
• Monitor competitive landscape, pricing, and market trends in wealth and RIA distribution
• Represent Larson at conferences, webinars, and industry events to enhance brand visibility
• Track KPIs and report on production, pipeline, and distribution performance to leadership
• Coach and mentor team members and contribute to a collaborative, client-first culture

Required Skills

• RIA distribution strategy
• Business development
• Sales pipeline management
• Financial services/wealth management knowledge
• CRM and sales analytics tools
• Strategic partnerships
• Negotiation
• Territory management
• Presentation and communication
• Regulatory/FINRA awareness