Business Development Officer

Composition Wealth; Los Angeles (CA); On-site; USD 175,000 - 225,000; Full time

Benefits offered by this job

401(k) Plan

Medical & vision insurance

Continuing education support

Competitive compensation structure

Job summary

Composition Wealth, an Independent Investment Advisory Firm, seeks an accomplished Business Development Officer to drive client engagement and new business opportunities. This role requires expertise in consultative sales and relationship building, offering competitive compensation and a supportive work environment. Join a passionate team dedicated to client success and growth.

Qualifications

• 5 - 7 years of sales representative or channel management experience.
• Series 65 (or equivalent) or ability to obtain within 90 days of hire.
• Professional, assertive, and effective in understanding client needs.

Responsibilities

• Identify, source, qualify, and convert new client opportunities.
• Manage a disciplined sales pipeline and maintain rigorous CRM hygiene.
• Collaborate with marketing to convert leads from campaigns and events.

Skills

Consultative Sales

Relationship Building

Networking

Communication

Education

Undergraduate degree in finance, marketing or business

Tools

Salesforce

Microsoft Office Suite

Job description

1 month ago Be among the first 25 applicants

This range is provided by Composition Wealth. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$175,000.00/yr - $225,000.00/yr

Direct message the job poster from Composition Wealth

HR/Recruiting Director, Composition Wealth, an Independent Investment Advisory Firm

About Composition

At Composition Wealth, we are a dedicated team of financial professionals committed to providing comprehensive wealth management services to our clients while seeking sustainable growth. We value integrity, excellence, and nimbleness. We are seeking a skilled and detail-oriented Business Development Officer to join our growing team.

About the Role

As a Business Development Officer, you’ll play a central role in identifying, sourcing, qualifying, and converting new client opportunities. Reporting directly to the Director of Growth & Advisor Development, you’ll act as a force multiplier for our advisors—generating leads, forging COI partnerships, and managing a disciplined sales pipeline. This role blends relationship-building, consultative selling, and sales execution in a high-trust, white-glove environment.

Responsibilities

Partnership & Networking

• Produce and cultivate relationships with centers of influence (COIs) including estate attorneys, CPAs, business managers, and private bankers.
• Represent the firm at high-impact networking functions, affinity group gatherings, and community events.
• Host or co-host firm events (educational or social) to attract and engage prospective clients.

New Business Acquisition

• Build and manage a robust pipeline of qualified leads through inbound, outbound, and referral sources.
• Maintain rigorous CRM hygiene and pipeline visibility via Salesforce.
• Facilitate smooth handoffs to Advisors post-conversion, ensuring a high-trust transition.
• Own the prospecting and pre-discovery process in partnership with Advisors.

Sales Strategy & Execution

• Collaborate with the Marketing team to convert leads from events, campaigns, digital efforts, and third-party platforms.
• Participate in or lead client discovery meetings, showcasing firm capabilities, planning philosophies, and value proposition.

Market Development

• Analyze local market trends and identify niche opportunities in LA’s diverse wealth landscape.
• Assist in launching regional or vertical-specific campaigns (e.g. tech professionals, founders, entertainers, physicians).

Desired Skills and Experience

• 5 - 7 years of sales representative or channel management experience
• Undergraduate degree required; finance, marketing or business preferred
• Series 65 (or equivalent) or ability to obtain within 90 days of hire
• Excellent written and oral communication skills
• Executive presence with the ability to confidently engage senior stakeholders, represent the firm with polish, and instill trust across diverse client and COI audiences
• Demonstrated aptitude for consultative sales and building mutually beneficial relationships
• Possesses business maturity and demonstrates behavior consistent with Composition’s values
• Demonstrated ability to be a self-starter, work independently and accomplish goals with minimal direction and supervision
• Professional, assertive, and effective in understanding client needs and communicating client benefits
• Demonstrated ability to effectively execute a business development/marketing strategy to meet defined client and revenue goals
• Expected to be current with industry trends, terminology and concepts
• Proficiency in Microsoft Office Suite products (Word, Excel, PowerPoint) and Salesforce

Working at Composition

• A dedicated support ecosystem including estate strategy, investment management, client service, and compliance administration.
• We are an advisor-built firm with incredibly talented people, an authentic culture, and a fast-growing business.
• Our world class culture is our top priority, offering perks such as fitness classes, internal and networking events, continuing education support, and much more.
• We built our firm to put our clients’ best interests first and always. Our advisors and professionals are committed to providing thoughtful, independent advice to high-net-worth and ultra-high-net-worth clients, businesses, and institutions.
• In addition to being part of a fast-paced, entrepreneurial environment, Composition Wealth provides the following benefits:

-Competitive compensation structure

-401(k) Plan

-Employer health savings account

-Medical & vision insurance

-Continuing education support

-Salary range for this role: $175,000-$225,000

Composition Wealth is passionate about our people. We invest a ton of time, energy and resources in our people and they are genuinely excited to come to work on Monday morning. Composition Wealth does not provide immigration-related sponsorship (e.g., H-1B, TN, STEM OPT, etc.) for this role.

Let’s compose success together.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

Referrals increase your chances of interviewing at Composition Wealth by 2x

Inferred from the description for this job

Medical insurance

Vision insurance

401(k)

Paid maternity leave

Paid paternity leave

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