Managing Director - RIA Business Development
NYC Remote / San Francisco Bay Area / US Remote
Business / Legal /
Full-Time /
Remote
Backed by top investors including Andreessen Horowitz, Bill Ackmann, and Kindred Ventures, Heron Finance is unlocking the power of private markets. For decades, private markets have been the secret weapon of the biggest institutional investors. We believe technology can not only open access to this increasingly important asset class, but create a fundamentally better product—for everyone.
Our mission is about more than just investing, it's about unlocking potential. We envision a future system where anyone with a great idea can access the capital they need, and where any investor can participate, supporting that growth and sharing in its success.
As a Managing Director at Heron Finance, you will be responsible for generating investments from and maintaining relationships with RIAs. Heron offers a unique and innovative product. You should enjoy educating our clients not only on the product mechanics, but also helping them learn how the asset class itself (private credit) can benefit their clients. You have a deep rolodex of independent RIAs who trust you. You love the hustle and pace of a startup environment, and are able to tolerate, and even enjoy uncertainty.
This role is full time, preferably located in the Bay Area or NYC. Open to remote within +3 timezones of San Francisco
What you’ll be doing (i.e. job duties):
- Generate sales of Heron Finance to independent RIAs
- Establish, maintain, and grow relationships with alternative-focused Registered Investment Advisors, acting as a subject matter expert representing our company platform and investment solutions
- Build and manage a pipeline of RIA prospects, with realistic assessments on deal potential and likelihood of closing
- Attend conferences, initiate sales meetings, manage events, and be the external contact for Heron Finance
- Work closely with the CEO and CIO to determine a sales strategy
- Create and present educational materials for RIAs about Heron and/or private credit.
What we look for in you (i.e. job requirements):
- Deep existing network of contacts within the RIA community
- A minimum of 7 years of sales experience, with a proven track record of success in building relationships and driving sales with top RIAs
- Demonstrated experience selling debt investment opportunities to independent RIAs and/or institutional investors
- Series 6, Series 7 or Series 63
- 10+ years of total experience preferred
- Excellent communication skills, both written and verbal.
$150,000 - $600,000 a year
Significant Variable Comp + Competitive equity & governance token incentives
Health, Dental, Vision and Life Insurance covered 99% for employees and partial for Dependents
401k plan
Variable Comp + Competitive equity & governance token incentives
Subsidies for laptop and remote office setups
Team weeks and other industry travel opportunities
Free office lunches (if in the Bay Area)
All-access Wework passes and frequent trips to the Bay Area (if remote)
We aim to hire great people from a wide variety of backgrounds - not just because it’s the right thing to do, but because it makes our company stronger. People from all across the globe and all walks of life participate in our protocol, and we'd like our team to reflect that. If you share our interest in DeFi and our passion for promoting financial inclusion, we'd love to have you on the team.
