Wealth Management Business Development Lead

Sarasota Private Trust Co; Sarasota (FL); On-site; USD 90,000 - 130,000; Full time

Job summary

Sarasota Private Trust Company seeks a dynamic Business Development Manager to drive growth in investment management and trust services. You will develop new client relationships, expand AUM, and strengthen the firm’s presence among high-net-worth individuals and professional referral partners.

You will work with senior leadership on strategic growth initiatives, maintain a robust pipeline, and ensure a coordinated client experience from onboarding through ongoing trust administration.

Qualifications

• Minimum 3 years of client-facing experience in investment management, trust services, wealth management, or financial advisory services.
• Demonstrated success in business development, relationship management, or client acquisition within financial services.
• Experience working with high-net-worth individuals, affluent families, business owners, or professional referral partners preferred.
• Bachelor’s degree in Finance, Business, Economics, or related field required.
• CFP®, CTFA, CFA®, or other relevant designation preferred; pursuing designation considered.

Responsibilities

• Proactively identify, cultivate, and develop new client relationships for investment management and trust services.
• Generate new business through networking, referrals, strategic partnerships, and community engagement.
• Grow assets under management through new client acquisition, additional client assets, and expanded family relationships.
• Develop relationships with high-net-worth individuals, multi-generational families, business owners, attorneys, CPAs, and other professional advisors.
• Communicate the firm’s investment philosophy, fiduciary approach, and trust capabilities to prospective and existing clients.
• Establish and expand trust relationships including revocable and irrevocable trusts; fiduciary arrangements.
• Collaborate with trust admins and internal specialists to address client wealth preservation needs.
• Build and maintain long-term relationships with clients, beneficiaries, families, and referral sources.
• Work with internal teams to ensure a coordinated client experience from onboarding to ongoing trust administration.
• Partner with CEO and leadership to execute growth initiatives and maintain a measurable pipeline.

Skills

Client-facing experience

Business development

Relationship management

Financial services industry experience

Education

Bachelor’s degree in Finance/Business/Economics

Tools

CRM systems

Microsoft Office (Excel/PowerPoint)

Portfolio management / investment reporting systems

Job description

Sarasota Private Trust Company seeks a dynamic Business Development Manager to drive growth in investment management and trust services. You will develop new client relationships, expand AUM, and strengthen the firm’s presence among high-net-worth individuals and professional referral partners.

You will work with senior leadership on strategic growth initiatives, maintain a robust pipeline, and ensure a coordinated client experience from onboarding through ongoing trust administration.