Position Summary: 

We are seeking a dynamic and results-driven Business Development Officer to join our Growth organization. This role is responsible for cultivating new client relationships and supporting the firm’s growth initiatives in high-net-worth (HNW) and ultra-high-net-worth (UHNW) segments. The ideal candidate will have deep experience engaging, converting, and managing perspective clients as well as a solid understanding of executive compensation and benefits, financial, tax, estate and risk management planning, within the wealth management industry.

Primary Responsibilities

• Engage and convert high quality prospective clients (introduce through internal and external lead sources), including delivering the appropriate inbound and outbound effort 

• Managing on-going client relationships and expanding those relationships where appropriate

• Collaborating with other internal stakeholders to ensure a smooth onboarding experience for new clients.

• Effectively manage prospect pipeline with activity-based metrics and qualitative engagement

• Track and report key business development metrics, including pipeline progress, conversion, and revenue growth.

Required Qualifications:

• Bachelor's degree in Business, Finance, or a related field; MBA or CFP® a plus.

• 5+ years of experience in business development, sales and relationship management experience within financial services or wealth management.

• Proven track record of meeting or exceeding growth targets.

• Strong understanding of investment products, financial planning, and regulatory environment.

• Experience in workplace solutions and conversion process

• Excellent communication, negotiation, and interpersonal skills.

• Self-motivated, with the ability to work independently and collaboratively.

• FINRA Series 7 and 66 (or 63 & 65)

• Certified Financial Planner (CFP®), Chartered Financial Analyst (CFA), or similar credentials

Compensation Range:

$120,000-150,000