Senior Wealth Growth & Partnerships Lead

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

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.