Business Development Officer, Private Wealth

Business Development Officer, Private Wealth

5 Billion+ Independent Wealth Management Firm
October 6, 2019
NY, NY, United States


Business Development Officer, Private Wealth

5 Billion+ Independent Wealth Management Firm

New York, NY



Dynamic 4B+ Independent Wealth and Investment Management Firm
seeks a Business Development Officer to close business that is sourced through a premier custodial referral network.

There is significant lead flow allowing the current top tier of sales professionals to close over 200 million AUM annually each.

No cap on upside. Long term payouts in perpetuity. Path towards partnership.

  • The Firm has been growing organically at a rate of 25% year over year since 2009
  • Build relationships with Financial Consultants at the Custodial Branches by closing referred leads and positioning the Firm as the comprehensive planning and/or customized investment solution for appropriate clientele
  • Ability to lead with either a customized financial planning approach or with deep investment expertise inclusive of hedging strategies, real estate, and private investments to complement more a traditional investment approach
  • Collegial culture with extensive operational, investment, financial planning and relationship management support



  • 3+ years of progressively higher sales achievements
  • Industry experience preferred but not required as successful hires have previously been sourced through other industries (annuity sales, insurance sales, pharmaceutical sales, commodity sales, etc.)



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