Senior Vice President, Business Development

Summary

The Senior Vice President, Business Development will be responsible for developing and executing business development strategies designed to increase assets under management and revenues across Davidson Investment Advisors' investment solutions. This individual will cultivate relationships with financial advisors, registered investment advisors, bank trust departments, family offices, consultants, and other key distribution partners throughout the Mid-Atlantic region. The successful candidate will be a highly motivated, consultative sales professional with deep knowledge of investment management, separate accounts, fixed income strategies, equity strategies, model portfolios, and advisor distribution channels.

This individual will serve as a senior ambassador for the firm and play a critical role in expanding awareness of Davidson Investment Advisors' investment capabilities and strengthening relationships with existing strategic partners. The position will be based in Richmond, Virginia, and will report to the Director of Business Development.

• Business Development & Asset Growth
  • 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.
• Relationship Management
  • 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.
• Strategic Collaboration
  • 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.

• 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
  • 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).

• 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.

• The successful candidate will expand Davidson Investment Advisors' presence and asset distribution throughout the Mid-Atlantic region.
• Generate meaningful net new assets across strategic distribution channels.
• Establish trusted relationships with financial advisors and key decision makers.
• Increase awareness of the firm's investment capabilities and thought leadership.
• Contribute to the long-term growth objectives of Davidson Investment Advisors.
• Model behaviors in alignment with the firm’s Team Agreement, which is a commitment to the following:
  • Curiosity (avoid becoming defensive and remaining open to learning)
  • Accountability (taking 100% responsibility (no more; no less) for results; no blaming)
  • Candor…