Business Development Officer, Private Wealth

Business Development Officer, Private Wealth

6 Billion+ Independent Wealth Management Firm

Boston, MA

Overview

Dynamic 6B+ 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, having sourced close to 1B AUM in 2020 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. Over 30% growth in 2020 despite the epidemic.

Highlights

• 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
• Opportunity to manage the custodial referral channel throughout the entire Region

Requirements

• 3+ years of progressively higher sales achievements within the high-net- worth Wealth Management arena
• Ideally an understanding of the custodial referral network channel