• Build strong relationships with Financial Consultants (FCs), Branch Managers & Regional VPs • Conduct ongoing new business development activities with the FC teams. • Provide value-add presentations on KARs capabilities with FCs. • Understand the custodial referral platform’s proprietary investment solutions and planning services and how KARs capabilities complement those offerings. • Deliver a consistent message to FCs on KARs unique value proposition, range of services, investment solutions and firm resources. • Remain current on the ever-changing custodial referral platform and adjust KARs messaging to evolve with these changes. • Participate in the custodial referral platform’s sponsored events, branch meetings, client events, and symposiums. • Source, educate and close custodial platform referred clients • Source custodial referral platform prospective client opportunities through the development of strong working relationships with FCs. • Educate prospective clients on the KAR wealth advisory service offerings. • Manage the client “discovery” process to best understand a prospective client’s wealth advisory goals and objectives. • Collaborate with the KAR wealth advisors to successfully close new client relationships. • Provide ongoing communication with the FCs on the status of each referred prospective client. • Maintain organized records of prospective client opportunities to ensure regular and consistent communication with prospective clients, FCs and KAR wealth advisors. • Participate in regular training, events, coaching programs, and be proficient in advisor/client facing technology (e.g. Salesforce).