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True Link is a profitable, mission-driven fintech company building financial solutions for underserved populations including people with disabilities, older adults, and people in recovery. The company has earned recognition on the Forbes Fintech 50 and Inc. 5000 list.
You will drive growth of True Link's investment advisory services for professional fiduciary clients. This is a hands-on senior role where you'll scale a business line and collaborate cross-functionally across the organization. You'll leverage True Link's strong brand, differentiated technology, and tailored investment approach to deepen and expand relationships with professional fiduciary clients.
Key responsibilities include:
- Lead relationship development with professional fiduciaries across California, building on the $100M+ in assets currently managed for professional fiduciaries and their clients
- Provide investment consultations and platform demos to prospective professional fiduciary clients
- Engage existing fiduciary clients on planning and account updates, including leading quarterly investment reviews
- Develop investment recommendations and reassess investment strategies as client needs evolve
- Steward relationships with the Professional Fiduciaries Association of California (PFAC), develop presentation and educational content for conferences, and help shape business development strategy
- Represent True Link at PFAC conferences and chapter meetings throughout California
- Collaborate cross-functionally with client services, operations, and new account opening teams
- Travel approximately 30% of the time, primarily within California
The company operates with startup pace, financial services rigor, and mission-driven values. They offer competitive wages, comprehensive health/dental/vision coverage, paid parental leave, 12 paid holidays, professional development budget, and generous vacation. Most employees work remotely across the US with small offices in San Francisco and Kingston, NY.
REQUIREMENTS:
- 10+ years of client-facing investment advisory experience
- Track record of building strong client relationships and leading significant asset growth in a business development role
- Series 65 or Series 7/66 required within 90 days of hire
- Preference for experience working with professional fiduciary clients in California and existing network in these communities
- Excitement about learning and teaching new technology platforms
- Experience working with trust companies and attorneys is a plus
- Entrepreneurial mindset, eager to test and learn
- Preferred: CFP certification, knowledge of special needs trusts and trust administration, ChSNC certification
