VP/ Business Development Officer - (Irvine, CA)

Summary: Responsible for Business Development to drive in Asset Management, Banking, Trust and Insurance Business. Duties and Responsibilities: * Spends 100% of the time developing new business * Call on prospects and set introductory meetings for R.M.s, Portfolio Manager and Bankers * Educates prospects on 1st Foundation Advisors investment management services * Partners with internal resources to analyzes prospects current portfolio and provide investment proposal when needed * Participate in marketing initiatives or other duties, as required * Participate in monthly sales meetings and share best practices with other teammates * Arrange monthly meetings with sales manager to review pipeline report Position responsibilities To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The qualifications listed below are representative of the knowledge, skill, and/or expertise required.