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Business Development Officer

Preferred Location:
West Coast
Open to Relocation:
No
Portable Assets Under Management:

We are currently representing an experienced Wealth Management Business Development professional who is open to the right growth opportunity. Details below:

  • Sourced $80M in new assets in his current business development role over 2 years
  • Brings 13+ years of experience developing long-standing relationships with wealth advisors across the West Coast
  • Experienced building referral channels, cultivating strategic relationships, and converting opportunities into new client assets
  • Seeking a growth-oriented platform where he can leverage his established network and focus on driving new business

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