Business Development Partner

Robinhood Robinhood · Fintech · Chicago, IL +2 · TradePMR Business Development Division

This Business Development Partner role at Robinhood focuses on building relationships with Independent RIA firms and influencing them to transition their custodial services to the TradePMR platform. Responsibilities include conducting platform demonstrations, managing the HubSpot CRM, supporting the sales team, maintaining product knowledge, and contributing to growth through reporting and client relationship management. The role requires a strong understanding of custodial services and the RIA industry, proficiency in CRM systems, and excellent communication skills.

What you'd actually do

  1. You will conduct compelling and informative demonstrations of the Fusion custodial services technology platform to Registered Investment Advisors (RIAs).
  2. You will assist with the management of the HubSpot CRM system by accurately inputting client data, creating segmented contact lists, and helping to automate sales processes.
  3. You will provide essential support to the sales team by collaborating on scheduling appointments, preparing sales collateral, and handling various administrative tasks.
  4. You will continuously maintain up-to-date product knowledge to answer technical and functional questions from prospects and collaborate with the product development team to share client feedback and insights.
  5. You will contribute to company growth by generating reports to analyze demo and sales activity performance, and by building and maintaining strong relationships with both potential and existing clients.

Skills

Required

  • Proven track record of successfully building strong relationships with Independent RIA firms
  • Ability to influence key decision makers to transition their custodial services to the TradePMR platform
  • Strong understanding of custodial services and the Registered Investment Advisor (RIA) industry
  • Proficient in using CRM systems
  • Excellent presentation and communication skills, both written and verbal
  • Able to explain complex technical concepts in a clear and understandable manner
  • Strong organizational skills and attention to detail

Nice to have

  • Experience in HubSpot