Business Development Officer, Private Wealth

Business Development Officer, Private Wealth

50 Billion AUM+ Independent RIA
February 17, 2021
Milwaukee, WI, United States


Business Development Officer, Private Wealth

50 Billion AUM+ Independent RIA

1M+ Income Potential for Top Quartile

Milwaukee, WI



  • 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.



  • 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



  • 3+ years of superior sales achievements within the high-net-worth wealth management arena.
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Leah Yosef International is the Private Wealth and Investment Management search division of Sanford Rose Associates, recognized by Executive Search Review as being one of the Top 10 Search Firms in North America with 90+ Offices worldwide. To learn more, please reach out to your Leah Yosef International executive search consultant today. Schedule A Consultation

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