Business Development Officer

Cerity Partners•Boston, MA

5d•$120,000 - $150,000

About The Position

Cerity Partners is seeking a dynamic, results-driven Business Development Associate or Officer to join its Growth organization. The role cultivates new client relationships and supports firm growth initiatives among high-net-worth (HNW) and ultra-high-net-worth (UHNW) segments. The ideal candidate has substantial experience engaging, converting, and managing prospective clients, along with a solid understanding of executive compensation and benefits and financial, tax, estate, and risk management planning within wealth management.

Requirements

Bachelor’s degree in Business, Finance, or a related field.
At least 5 years of experience in business development, sales, and relationship management within financial services or wealth management.
Proven track record of meeting or exceeding growth targets.
Strong understanding of investment products, financial planning, and the regulatory environment.
Experience in workplace solutions and the conversion process.
Excellent communication, negotiation, and interpersonal skills.
Self-motivated, with the ability to work independently and collaboratively.
FINRA Series 7 and 66, or Series 63 and 65.

Nice To Haves

MBA.
CFP® credential.
Certified Financial Planner (CFP®), Chartered Financial Analyst (CFA), or similar credentials.

Responsibilities

Engage and convert high-quality prospective clients introduced through internal and external lead sources, using appropriate inbound and outbound efforts.
Manage ongoing client relationships and expand those relationships where appropriate.
Collaborate with internal stakeholders to ensure a smooth onboarding experience for new clients.
Manage the prospect pipeline using activity-based metrics and qualitative engagement.
Track and report key business development metrics, including pipeline progress, conversion, and revenue growth.