Business Development Officer, Private Wealth

Business Development Officer, Private Wealth

50 Billion AUM+ Independent RIA

1M+ Income Potential for Top Quartile

Cleveland, OH

Overview

• Dynamic 50B AUM+ Independent Investment & Wealth Management RIA seeks a Business Development Officer to close prospective business.
• The firm has had sustainable and consistent organic AUM growth at a rate of 20%+ year over year for over 2 decades.
• Call and meet with high net worth leads provided by the firm in order to provide investment and planning solutions towards achieving their life goals.
• Collaborative culture with extensive operational, investment, financial
• planning and relationship management support.

Highlights

• Extensive internal leads; no external sourcing required.
• No cap on upside; top quartile of sales professionals consistently earns 7 figure incomes.
• No portable book of business necessary.
• Opportunity to work 100% remote from a key growth region:
  o Southeast, Northeast, Mid-Atlantic, or Mid-West

Requirements

• 3+ years of superior sales achievements within the high-net-worth wealth management arena.