Business Development Officer

Cerity Partners Management LLC; United States; On-site; USD 120,000 - 150,000; Full time

Benefits offered by this job

Health, dental, and vision insurance

401(k) match

Flexible PTO policy

Parental Leave

Financial educational assistance

Community service opportunities

Commuter benefits

Job summary

Cerity Partners Management LLC is looking for a dynamic Business Development Officer to drive growth initiatives targeting high-net-worth clients. The role entails cultivating new client relationships, managing ongoing interactions, and collaborating with internal teams for a smooth onboarding process.

Candidates should possess a Bachelor’s in Business or related field, with 5+ years of relevant experience, and strong communication and negotiation skills. The role offers a competitive salary range of $120,000 to $150,000 along with comprehensive benefits starting from day one.

Qualifications

• 5+ years of experience in business development or sales within financial services.
• Proven track record of meeting growth targets.
• Strong understanding of investment products and financial regulations.

Responsibilities

• Engage and convert prospective clients.
• Manage on-going client relationships.
• Track and report business development metrics.

Skills

Client relationship management

Communication skills

Negotiation skills

Financial planning knowledge

Self-motivation

Education

Bachelor's degree in Business, Finance, or related field

MBA or CFP

Tools

FINRA Series 7

FINRA Series 66 or 63 & 65

Chartered Financial Analyst (CFA)

Job description

Position Summary: We are seeking a dynamic and results‑driven Business Development 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.

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

Benefits

• 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

Equal Opportunity Employer

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.