Business Development Officer | Individual Wealth

New York City, NY - USA

Monthly Salary: $ 100000 - 160000

Posted on: Yesterday

Vacancies: 1 Vacancy

Job Summary

Position Summary:

Are you passionate about building relationships that fuel the firms 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 firms 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.

Primary 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.

Required Qualifications:

A bachelors 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 .

Compensation Range:

$100000 - $160000

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 Applicants must be authorized to work for any employer in the U.S.

Required Experience:

Unclear Seniority

Position Summary:Are you passionate about building relationships that fuel the firms 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 firms growth initiatives targeting HNW/UHNW c...