Hybrid Wealth BD Lead: Close HNW AUM Growth

GemHarvest Executive Recruiting; Florida; Hybrid; USD 120,000 - 125,000; Full time

Benefits offered by this job

Base salary + performance-based comp (

Hybrid work model (2 days in office /

Fully paid medical + comprehensive |“}

Job summary

GemHarvest Executive Recruiting in Miami, FL is seeking a driven wealth management business developer to grow high-net-worth client relationships and AUM. The role emphasizes owning the end-to-end sales cycle, building a robust pipeline, and leveraging marketing resources to meet ambitious targets.

The ideal candidate has 3+ years in wealth management or financial services BD, a proven ability to close deals, and a Bachelor's Degree; CFP or MBA is a plus.

Qualifications

• 3+ years of wealth management or financial-services business development experience.
• Proven success generating and closing new business.
• Bachelor’s Degree; CFP or MBA a plus.

Responsibilities

• Build and close relationships with high-net-worth 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

Business development

Sales & closing

Networking

Education

Bachelor’s Degree

CFP or MBA a plus

Job description

GemHarvest Executive Recruiting in Miami, FL is seeking a driven wealth management business developer to grow high-net-worth client relationships and AUM. The role emphasizes owning the end-to-end sales cycle, building a robust pipeline, and leveraging marketing resources to meet ambitious targets.

The ideal candidate has 3+ years in wealth management or financial services BD, a proven ability to close deals, and a Bachelor's Degree; CFP or MBA is a plus.