To drive awareness and adoption of an industry-leading tax-optimized UMA platform, the full-time remote Business Development Representative will proactively engage RIA prospects, support senior team members, and build relationships within the wealth management landscape. Key responsibilities Proactively engage RIA prospects through outbound outreach to generate qualified opportunities Support senior Business Development professionals by managing a defined territory and preparing materials for client conversations Build and maintain relationships with RIA contacts and independent advisors through consistent, value-driven communication Required qualifications Bachelor's degree or relevant experience 3-5 years of experience in financial services in a client-facing or sales support role Demonstrated familiarity with the RIA channel and managed account platforms Proficiency with CRM systems, preferably Salesforce Organized and detail-oriented, capable of managing high-volume outreach