Business Development Officer
At a glance
Mid-level Business Development role at Ceritypartners. 4 Locations · full-time · $120,000–$150,000 base.
Growth Roles summary, based on the employer's posting.
What you'll do
- Bring in and convert prospective HNW and UHNW clients through inbound and outbound outreach
- Maintain client relationships and identify appropriate opportunities to broaden them
- Coordinate with internal partners so newly won clients move through onboarding smoothly
- Manage the prospect pipeline using activity measures and qualitative engagement
- Report pipeline movement, conversion results, and revenue growth to track business development progress
What you bring
- A bachelor's degree in business, finance, or a related discipline is required
- At least five years in business development, sales, and relationship management within financial services or wealth management
- A record of reaching or surpassing growth goals, plus knowledge of investment products, planning, and regulation
- Experience with workplace solutions and the client conversion process
- FINRA Series 7 and 66, or Series 63 and 65, alongside CFP, CFA, or comparable credentials
Who this fits
You'll suit this role if you can independently develop and manage financial-services relationships while collaborating on client onboarding. The work centers on HNW and UHNW prospects and requires strong communication, negotiation, and interpersonal skills. This is a hybrid role in the United States, and applicants must be authorized to work for any U.S. employer.
From the employer
Position Summary:
We are seeking a dynamic and results-driven Business Development Associate or Officer to join our Growth organization. This role is responsible for cultivating new client relationships and supporting the firm’s growth initiatives in high-net-worth (HNW) and ultra-high-net-worth (UHNW) segments. The ideal candidate will have deep experience engaging, converting, and managing perspective clients as well as a solid understanding of executive compensation and benefits, financial, tax, estate and risk management planning, within the wealth management industry.
Primary Responsibilities
Engage and convert high quality prospective clients (introduce through internal and external lead sources), including delivering the appropriate inbound and outbound effort
Managing on-going client relationships and expanding those relationships where appropriate
Collaborating with other internal stakeholders to ensure a smooth onboarding experience for new clients.
Effectively manage prospect pipeline with activity-based metrics and qualitative engagement
Track and report key business development metrics, including pipeline progress, conversion, and revenue growth.
Required Qualifications:
Bachelor's degree in Business, Finance, or a related field; MBA or CFP® a plus.
5+ years of experience in business development, sales and relationship management experience within financial services or wealth management.
Proven track record of meeting or exceeding growth targets.
Strong understanding of investment products, financial planning, and regulatory environment.
Experience in workplace solutions and conversion process
Excellent communication, negotiation, and interpersonal skills.
Self-motivated, with the ability to work independently and collaboratively.
FINRA Series 7 and 66 (or 63 & 65)
Certified Financial Planner (CFP®), Chartered Financial Analyst (CFA), or similar credentials
Compensation Range:
$120,000-150,000
Why Cerity Partners:
Our people drive our success by working together to deliver exceptional service to our clients. Below is a glimpse of the key elements of our total rewards package:
Health, dental, and vision insurance – day 1!
401(k) savings and investment plan options with 4% match
Flexible PTO policy
Parental Leave
Financial assistance for advanced education and professional designations
Opportunity to give back time to local communities
Commuter benefits
Cerity Partners is committed to providing an environment where all individuals can be their authentic selves. We are an Equal Opportunity Employer who respects each individual and supports the diverse cultures, perspectives, and experiences of our colleagues. We are dedicated to building an inclusive and diverse workforce and will not discriminate based on race, religion, national origin, sex, sexual orientation, age, veteran status, disability status, or any other applicable characteristics protected by law.
Cerity Partners is committed to working with and providing accommodations to applicants with disabilities or special needs. For those needing accommodations, please reach out to careers@ceritypartners.com. Applicants must be authorized to work for any employer in the U.S.
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