SlipstreamJobs tracks this role from the company's public career site. Apply directly on the employer's site.
True Link Financial is a profitable, mission-driven fintech company serving people with disabilities, older adults, and people in recovery—populations underserved by traditional financial institutions. The company manages over $2 billion in assets and has been recognized on the Forbes Fintech 50 and Inc. 5000 lists.
You will lead business development for True Link's investment advisory services targeting professional fiduciary clients across California. This is a hands-on senior role where you'll scale a growing business line while collaborating cross-functionally with client services, operations, and new account teams.
Key responsibilities:
- Lead relationship development with professional fiduciaries across California, building on existing $2B+ in managed assets
- Provide investment consultations and platform demonstrations to prospective professional fiduciary clients
- Engage existing fiduciary clients on planning and account updates, including quarterly investment reviews
- Develop investment recommendations and reassess strategies as client needs evolve
- Steward relationships with the Professional Fiduciaries Association of California (PFAC)
- Develop presentation and educational content for conferences and shape business development strategy
- Represent True Link at PFAC conferences and chapter meetings throughout California
- Travel approximately 30% of the time, primarily within California
The company operates with startup pace and rigor, offering competitive wages, comprehensive health/dental/vision coverage, paid parental leave, 12 paid holidays, professional development budget, and generous vacation. Most team members work remotely from 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
- Experience learning and teaching new technology platforms
- Experience working with trust companies and attorneys (a plus)
- Entrepreneurial mindset, eager to test and learn
Preferred qualifications:
- CFP certification
- Knowledge of special needs trusts and trust administration
- ChSNC certification
