Wealth Management Business Development Lead

Cerity Partners Management; New York (NY); On-site; USD 120,000 - 150,000; Full time

Benefits offered by this job

Health insurance

401(k) plan

Flexible PTO

Parental Leave

Education assistance

Commuter benefits

Job summary

Cerity Partners is seeking a dynamic Business Development Associate/Officer to drive growth in the HNW/UHNW client base. You will cultivate new relationships, expand existing ones, and collaborate with internal teams to ensure smooth onboarding and ongoing engagement.

The role emphasizes managing a robust prospect pipeline, meeting growth targets, and having a strong understanding of investment products and financial planning within wealth management.

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

Relationship management

Sales proficiency

Negotiation

Communication

Independent work

Education

Bachelor's degree in Business/Finance

MBA or CFP® desirable

Tools

CRM systems

FINRA licenses (7/66)

Job description

Cerity Partners is seeking a dynamic Business Development Associate/Officer to drive growth in the HNW/UHNW client base. You will cultivate new relationships, expand existing ones, and collaborate with internal teams to ensure smooth onboarding and ongoing engagement.

The role emphasizes managing a robust prospect pipeline, meeting growth targets, and having a strong understanding of investment products and financial planning within wealth management.