Business Development Officer

GemHarvest Executive Recruiting; Town of Florida (NY); Hybrid; USD 120,000 - 125,000; Full time

Benefits offered by this job

Fully paid medical

Hybrid work schedule (2 days in office

Performance-based compensation

Job summary

GemHarvest Executive Recruiting in Miami, FL is seeking a proven business development professional to drive new client growth for a growing wealth management firm serving high-net-worth clients.

You will own the full prospect-to-close process, building a self-generated pipeline and closing new AUM with strong advisory and marketing support. This role requires 3+ years in wealth management, a Bachelor’s degree, and proximity to Miami.

Qualifications

• 3+ years of wealth management or financial-services business development experience.
• Proven success generating and closing new business.
• Strong consultative relationship-building skills.
• Bachelor’s Degree; CFP or MBA a plus.
• Must be within a 45-minute commute to Miami, FL.

Responsibilities

• Build and close relationships with HNW prospective clients.
• Own the full prospect-to-close process and drive new AUM.
• Build a self-generated pipeline and professional referral relationships.
• Leverage firm marketing resources, events, and inbound opportunities.
• Represent the firm through networking and conferences.

Skills

Relationship building

New client acquisition

Consultative selling

Wealth management

Closing deals

Education

Bachelor's degree

CFP certification

MBA

Job description

Miami, FL | Hybrid (2 days in office / 3 days remote)

An established and growing independent wealth management firm serving high-net-worth clients is seeking a proven business development professional to drive new client growth and play a meaningful role in the firm’s continued expansion.

What You’ll Do

• Build and close relationships with HNW prospective clients
• Own the full prospect-to-close process and drive new AUM
• Build a self-generated pipeline and professional referral relationships
• Leverage firm marketing resources, events, and inbound opportunities
• Represent the firm through networking and conferences

What’s Offered

• $120,000-125,000 base + performance-based compensation tied to AUM, including a three-year trial
• 2 days in office / 3 days remote
• Fully paid medical + comprehensive benefits
• Strong advisory and marketing support

What You Bring

• 3+ years of wealth management or financial-services business development experience
• Proven success generating and closing new business
• Strong consultative relationship-building skills
• Bachelor’s Degree; CFP or MBA a plus
• Must be within a 45-minute commute to Miami, FL