Business Development Officer, Private Wealth

Business Development Officer, Private Wealth

Business Development Officer, Private Wealth
10 Billion+ Independent Wealth Management Firm
Published
August 30, 2022
Location
Boston, MA

Description

Overview

Dynamic 10B+ Independent Wealth and Investment Management Firm seeks a Business Development Officer to close business that is sourced through a premier custodial referral network. 

 #1 Ranked Nationwide, sourced close to 1B+ AUM in 2021 from the network 

No cap on upside. Long term payouts in perpetuity.  

7 figure income potential. Path towards partnership. 

Highlights

  • 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 a more traditional investment approach 
  • Collegial culture with extensive operational, investment, financial planning and relationship management support 
  • Opportunity to manage the custodial referral channel throughout the entire Region  

Requirements 

  •  Successful sales track record in the custodial referral network channel  

 

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