Business Development Officer, Private Wealth

Business Development Officer, Private Wealth

6 Billion+ Independent Wealth Management Firm
January 28, 2021
Portland, OR, United States


Business Development Officer, Private Wealth

6 Billion+ Independent Wealth Management Firm

Portland, OR



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.



  • 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 with the opportunity to be based out of Seattle or Portland.



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