#1593

Business Development Officer

Northeast , NY, United States

Northeast – 10B+ AUM RIA

Overview

 

Dynamic, fast growing 10B+ AUM Independent RIA is seeking a Business Development Offier to source and develop relationships from custodial referral channel leads across the Northeast.

Highlights

  • Top 20 RIA in the custodial referral program channel
  • The Firm has been growing consistently at a rate of 30% year over year with a fast paced, collegial culture, and extensive operational, investment, financial planning, and relationship management support
  • The firm has a track record of developing and retaining top talent; excellent opportunities for advancement

    Requirements

  • Familiarity with custodial referral programs or external wholesaler experience in the RIA space



About Leah Yosef International: Leah Yosef International is a boutique executive search firm specializing in the private wealth and investment management arena, catering to single/multi-family offices and registered investment advisory (RIA) firms nationwide. With a proven track record of success, Leah Yosef International delivers premier talent, placing financial advisors, relationship managers, investment managers, subject-matter experts, and directors and C-level leaders in operational, investment, and compliance roles.