Business Development Officer | Individual Wealth

Cerity Partners•Los Angeles, CA

44d•$100,000 - $160,000

About The Position

Are you passionate about building relationships that fuel the firm's expansion? Then this may be the perfect fit for you! The Business Development Officer is tasked with cultivating new WPS individual client relationships and supporting the firm's growth initiatives targeting HNW/UHNW clients. The ideal candidate should possess extensive experience in engaging and converting prospective individual, corporate executive clients while having a strong understanding of executive compensation, equity awards, benefits, and comprehensive financial planning including tax, estate, and risk management within the wealth management industry.

Requirements

A bachelor's degree in Business, Finance, or a related field; an MBA or CFP® designation is advantageous.
Over five years of experience in business development, sales, and relationship management within financial services or wealth management.
Demonstrated success in meeting or exceeding growth targets.
Strong knowledge of investment products, financial planning, and the regulatory environment.
Experience with workplace solutions and the client conversion process.
Excellent communication, negotiation, and interpersonal skills.
Self-motivation and the ability to work both independently and collaboratively.
FINRA Series 7 and 66 (or 63 & 65) licenses are required

Nice To Haves

MBA or CFP® designation is advantageous.

Responsibilities

Drive engagement and conversion of corporate executive prospective clients sourced internally and externally through defined inbound and outbound activities.
Collaborate with internal stakeholders to ensure a seamless onboarding experience for new clients.
Manage the prospect pipeline effectively using activity-based metrics and qualitative engagement.
Track and report key business development metrics such as pipeline progress, conversion rates, and revenue growth.