UHNW Wealth Business Development Strategist

Cerity Partners LLC; New York (NY); Hybrid; USD 120,000 - 150,000; Full time

Benefits offered by this job

Health, dental, and vision insurance –

401(k) with 4% match

Flexible PTO

Parental Leave

Education & designations assistance

Commuter benefits

Job summary

Cerity Partners is seeking a dynamic Business Development Officer to drive growth in high-net-worth client segments. The role focuses on engaging, converting, and managing prospective clients while collaborating with internal teams to ensure a smooth onboarding experience.

Ideal candidates have 5+ years in financial services sales, strong investment product knowledge, and credentials such as FINRA, CFP or CFA. This hybrid position supports locations across major US markets.

Qualifications

• Bachelor's degree in Business, Finance, or related field; MBA or CFP a plus.
• 5+ years of experience in business development, sales and relationship management 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

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.

Skills

Communication

Negotiation

Interpersonal skills

Sales experience

Financial services

FINRA 7/66

CFP/CFA

Education

Bachelor's degree in Business or Finance

MBA or CFP

Job description

Cerity Partners is seeking a dynamic Business Development Officer to drive growth in high-net-worth client segments. The role focuses on engaging, converting, and managing prospective clients while collaborating with internal teams to ensure a smooth onboarding experience.

Ideal candidates have 5+ years in financial services sales, strong investment product knowledge, and credentials such as FINRA, CFP or CFA. This hybrid position supports locations across major US markets.