Financial Services BizDev Pro — Path to BDO

Westmount Asset Management; Los Angeles (CA); On-site; USD 65,000 - 95,000; Full time

Job summary

Westmount Asset Management seeks a Business Development Specialist in Los Angeles to help cultivate client relationships via CPAs, trust attorneys, and pension administrators. The role collaborates with Senior BDOs to expand the firm’s network and refine marketing outreach.

You will be mentored by BDOs, learn the investment approach, and contribute to events and materials. A proactive, personable pro with financial services experience is ideal for this growth-focused position.

Qualifications

• Bachelor's degree required.
• 5+ years in the financial services industry.
• Strong interest in business development and self-motivation.
• Excellent verbal communication and presentation skills.
• CFP designation or existing COI relationships are a plus.

Responsibilities

• Develop new client relationships through COIs and the firm’s custodian network.
• Support crafting sales strategy, marketing materials, and events with BDOs.
• Learn investment methodology and messaging; aim for promotion to a BDO.

Skills

Verbal communication

Networking

Business development interest

Education

Bachelor's degree

Job description

Westmount Asset Management seeks a Business Development Specialist in Los Angeles to help cultivate client relationships via CPAs, trust attorneys, and pension administrators. The role collaborates with Senior BDOs to expand the firm’s network and refine marketing outreach.

You will be mentored by BDOs, learn the investment approach, and contribute to events and materials. A proactive, personable pro with financial services experience is ideal for this growth-focused position.