Business Development Officer, Private Wealth

Business Development Officer, Private Wealth

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



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. 


  • 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  


  •  Successful sales track record in the custodial referral network channel  


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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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