Business Development Officer ( Vertical: UHNW Clients)

Right Executive Search, LLC; United States; Hybrid; USD 150,000 - 200,000; Full time

Job summary

An established industry player is seeking a dynamic Business Development Officer to drive client acquisition and foster relationships with High Net Worth clients. This role offers the flexibility of remote work or a base in NYC, allowing you to leverage your extensive network and refine business development strategies. You'll engage with influential contacts, create tailored proposals, and collaborate with a dedicated team to onboard new clients. If you thrive in a fast-paced environment and have a proven track record in wealth management sales, this opportunity is perfect for you. Join a thriving Multi-Family Office and make a significant impact in the world of finance.

Qualifications

• 5+ years of HNW sales experience in investment/wealth management.
• Strong business acumen and professionalism are essential.

Responsibilities

• Drive new client acquisition in new and existing markets.
• Develop and deliver customized prospective client proposals.

Skills

Sales Experience

Interpersonal Skills

Presentation Skills

Communication Skills

Self-Motivation

Business Acumen

Team Collaboration

Initiative

Education

Bachelor’s Degree

Job description

Business Development Officer ( Vertical: UHNW Clients)

Right Executive Search, LLC provided pay range

This range is provided by Right Executive Search, LLC. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$150,000.00/yr - $200,000.00/yr

Additional compensation types

Annual Bonus

Business Development Officer (Vertical: UHNW Clients)

Remote or NYC office base

Our client is a thriving Multi-Family Office (MFO) Group that manages billions in assets for High Net Worth (HNW) clients. The position can be remote or located in the firm’s NYC office in Manhattan’s Financial District.

The Business Development Officer will be responsible for growing our client base by using their solid network and influential contacts to identify and introduce new prospects to the wealth management team. The role will report to the Managing Partners and will need to have strong skills in staying organized and juggling several tasks.

Primary Responsibilities:

• Drive new client acquisition in new and existing markets.
• Identify pipeline of prospective clients or referral sources by educating about and positioning capabilities.
• Establish and maintain a network of key people in the industry and community.
• Create business development and/or acquisition strategies, generate leads, and maintain and expand referral sources.
• Develop and deliver customized prospective client proposals and presentations.
• Evaluate interested prospects to determine suitability.
• Develop the most complex and sophisticated new client opportunities. Call on new prospects as well as key centers of influence to position the full spectrum of company services and meet client needs.
• Cultivate referrals/leads, generate interest, and collaborate with internal team to onboard new clients.
• Engage with management and/or partners to establish and execute the appropriate activities, tactics, and strategies to identify and pursue new opportunities and successfully onboard new clients.
• Manage the sales process, identify the service team, and facilitate the transition from prospect to client.
• Identify additional opportunities to optimize value and quality of prospective client's portfolio and business strategies.

Qualifications:

• Bachelor’s Degree required
• 5 plus years of HNW sales experience in investment/wealth management with demonstrated success (track record) in bringing in new business
• Excellent interpersonal and presentation skills
• Exceptional verbal and written communication skills
• Self-motivation to work independently with minimal supervision and prioritize own schedule
• Strong follow-up and execution skills
• Strong business acumen and professionalism
• Team player, ability to collaborate well with others
• Self-starter, takes initiative, proactive

Seniority level

Mid-Senior level

Employment type

Full-time

Job function

Sales and Business Development