Wealth Management Executive with business development exp.

Talent Search PRO

$150K — $170K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 5-7 years of proven business development experience in financial services
  • Familiarity with wirehouse advisors and producing managers
  • Comprehensive understanding of wealth management and advisory services
  • Experience with custodial platforms and advisor networks
  • Demonstrated revenue generation through new business development
  • Established professional network in the financial advisory industry
  • Strong skills in communication, negotiation, and relationship-building

Responsibilities

  • Drive business development initiatives to grow the firm's advisor and client base
  • Recruit and build relationships with financial advisors and advisory teams
  • Develop relationships with high-net-worth individuals and institutional clients
  • Leverage industry connections to generate revenue growth
  • Identify strategic opportunities in targeted markets and channels
  • Partner with internal teams to provide customized wealth management solutions
  • Represent the firm at industry events and business development meetings

Benefits

  • Performance incentives based on achievement
  • Opportunities for professional networking
  • Collaborative team environment with internal support
  • Potential access to industry events and functions
  • Pathways for career advancement within the company
Full Job Description
Location: Parsippany, NJ
Salary: $150,000 - $170,000 + performance incentives

What you'll be doing
• Drive business development initiatives and expand the firm's advisor and client network.
• Recruit and build relationships with successful financial advisors, producing managers, and advisory teams.
• Develop relationships with high-net-worth individuals, families, and institutional clients.
• Leverage existing industry relationships to generate revenue and create long-term growth opportunities.
• Identify strategic opportunities across target markets and advisor channels.
• Partner with internal teams to deliver customized wealth management solutions.
• Represent the firm at industry events, networking functions, and business development meetings.
• Maintain compliance with all regulatory and firm requirements.

What you'll need
• Proven business development success within wealth management, broker-dealer, RIA, or financial services environments.
• Experience working with wirehouse advisors, producing managers, or advisor recruiting initiatives.
• Strong understanding of wealth management, investment products, advisory services, and financial planning.
• Experience with custodial platforms, advisor networks, and advisor transition processes.
• Demonstrated ability to generate revenue through new business development.
• Existing professional network within the financial advisory industry.
• Strong communication, relationship-building, negotiation, and presentation skills.

Preferred
• Portable book of business or transferable advisor relationships.
• Experience with independent wealth management firms or broker-dealers.
• FINRA Series 7 and Series 63/66 licenses (or ability to obtain if required).

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