Wealth Management Business Development Lead

LE0306 NorthCoast Asset Management, LLC; Stamford (CT); On-site; USD 140,000 - 210,000; Full time

Benefits offered by this job

Medical, dental, vision

401(k) with potential employer match

Uncapped commissions

Annual bonus potential

Job summary

NorthCoast Asset Management is seeking a Business Development Officer to drive growth by sourcing high-net-worth clients and building strong referral networks. You will present wealth management solutions and collaborate with advisors to move opportunities from introduction to conversion, while maintaining CRM discipline and reporting.

The role requires extensive relationship-building, strategic outreach, and travel as needed.

Qualifications

• 7+ years in business development, wealth management, or financial services.
• Proven ability to develop relationships and manage a sales pipeline.
• Familiarity with high-net-worth clients and referral networks.

Responsibilities

• Develop and manage a pipeline of prospective high-net-worth individuals, families, financial intermediaries, and institutional relationships.
• Proactive outreach to prospects, Financial Consultants, advisors, centers of influence, and strategic partners.
• Build and nurture referral relationships with centers of influence and existing clients.
• Engage with prospective clients to understand their needs and communicate NorthCoast’s wealth management capabilities.
• Move opportunities from introduction through discovery, proposal, and conversion.

Skills

Relationship management

Wealth management

Sales pipeline

Networking

Communication

Education

Bachelor’s degree in finance/economics/business

Tools

Salesforce

CRM systems

Microsoft Office

Job description

NorthCoast Asset Management is seeking a Business Development Officer to drive growth by sourcing high-net-worth clients and building strong referral networks. You will present wealth management solutions and collaborate with advisors to move opportunities from introduction to conversion, while maintaining CRM discipline and reporting.

The role requires extensive relationship-building, strategic outreach, and travel as needed.