Senior Vice President, Business Development

D.A. Davidson•Richmond, VA

1d•Onsite

About The Position

Davidson Investment Advisors, a subsidiary of D.A. Davidson Companies, is seeking an experienced and entrepreneurial business development professional to drive its next phase of growth. The Senior Vice President, Business Development will be responsible for developing and executing strategies to increase assets under management and revenues. This role involves cultivating relationships with financial advisors, RIAs, bank trust departments, family offices, consultants, and other distribution partners, primarily in the Mid-Atlantic region. The successful candidate will be a consultative sales professional with expertise in investment management, separate accounts, various investment strategies, and advisor distribution channels. This individual will act as a senior ambassador for the firm, expanding awareness of its capabilities and strengthening partner relationships. The position is based in Richmond, Virginia, and reports to the Director of Business Development.

Requirements

Bachelor's degree in Finance, Business, Economics, Marketing, or related field.
10+ years of investment management, asset management, wealth management, or institutional sales experience.
Demonstrated success sourcing, developing, and closing new business opportunities.
Deep understanding of Separately Managed Accounts (SMAs), Unified Managed Accounts (UMAs), Fixed Income Strategies, Equity Strategies, and Model Portfolio Distribution.
Strong presentation, communication, and relationship-building skills.
Ability to work independently while collaborating effectively in a team environment.
Ability to travel regularly throughout assigned territory.
Series 65 or 66 license (or ability to obtain within a defined period).

Nice To Haves

CFA®, CFP®, CIMA®, MBA, or other relevant professional designation.
Existing relationships within the RIA, broker-dealer, bank trust, or institutional consultant communities.
Experience working with advisor platform distribution partners and home-office research teams.

Responsibilities

Develop and execute a territory business plan focused on gathering new assets and expanding strategic relationships.
Identify, qualify, and cultivate new opportunities across independent advisor, RIA, broker-dealer, bank, trust, and institutional channels.
Support relationships with platform gatekeepers, due diligence teams, consultants, and home-office decision makers to increase access and distribution.
Collaborate with investment and client service professionals to deliver tailored solutions for prospective clients.
Build and maintain long-term relationships through consultative engagement and ongoing service.
Conduct in-person and virtual meetings with advisors, clients, and centers of influence.
Represent Davidson Investment Advisors at conferences, industry events, and educational programs.
Serve as a trusted resource on the firm's investment capabilities, portfolio positioning, and market outlook.
Work closely with portfolio managers, research analysts, and operations team members to support sales initiatives.
Contribute to marketing campaigns, educational content, and business development materials.
Maintain accurate and timely activity records within CRM systems.
Provide market intelligence and competitive insights to senior leadership.