Business Development Officer

Cerity Partners Management; New York (NY); On-site; USD 120,000 - 150,000; Full time

Benefits offered by this job

Health insurance

401(k) plan

Flexible PTO

Parental Leave

Education assistance

Commuter benefits

Job summary

Cerity Partners is seeking a dynamic Business Development Associate/Officer to drive growth in the HNW/UHNW client base. You will cultivate new relationships, expand existing ones, and collaborate with internal teams to ensure smooth onboarding and ongoing engagement.

The role emphasizes managing a robust prospect pipeline, meeting growth targets, and having a strong understanding of investment products and financial planning within wealth management.

Qualifications

• Bachelor's degree in Business, Finance, or related field; MBA or CFP® a plus.
• 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 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

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.

Skills

Relationship management

Sales proficiency

Negotiation

Communication

Independent work

Education

Bachelor's degree in Business/Finance

MBA or CFP® desirable

Tools

CRM systems

FINRA licenses (7/66)

Job description

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 [e-mail]. Applicants must be authorized to work for any employer in the U.S.