Wealth Management Growth & Partnerships Lead

West Des Moines Chamber of Commerce; West Des Moines (IA); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

Competitive pay

Paid time off

Flexible work environment

Professional growth

Meaningful impact

Collaborative culture

Relationship-driven work

Room to shape the future

Job summary

Desla Wealth Management in West Des Moines, IA, is seeking a proactive Business Development and Relationship Manager who thrives on building partnerships, expanding our referral network, and growing a wealth management practice.

You will identify prospective clients, cultivate centers of influence, and coordinate introductions with our team while ensuring exceptional client experience through professional outreach and disciplined follow-up.

Qualifications

• Bachelor's degree in business, finance, economics, or related field.
• Experience in business development, sales, financial services, or wealth management.
• Knowledge of the RIA industry and wealth management services.
• Proven experience developing professional referral networks.
• Strong communication, interpersonal, and relationship building skills.
• Self-motivated with a proactive approach to prospecting, networking, and follow-up.
• Strong organizational and time management skills, with the ability to manage multiple relationships and opportunities effectively.
• Strong professional judgment, integrity and discretion, with a commitment to exceptional client experience.
• Proficiency in Microsoft Office and ability to learn internal systems including CRM.

Responsibilities

• Proactively identify, research, and engage prospective clients who align with Desla's target market.
• Develop and execute strategies to generate qualified leads through networking, referrals, outreach, community involvement, and other business development activities.
• Build and maintain a consistent pipeline of prospects, tracking engagement and following up to advance opportunities.
• Conduct initial conversations to understand prospective clients' needs and determine whether Desla's services are a good fit.
• Coordinate introductory meetings between prospective clients and the appropriate Desla team members.
• Build and nurture relationships with centers of influence, including CPAs, attorneys, insurance professionals, business owners, and other trusted community contacts.
• Develop mutually beneficial professional relationships that support referral opportunities and long-term business growth.
• Represent Desla professionally at networking events, community gatherings, and industry functions.
• Maintain consistent, timely communication with prospects, referral partners, and existing professional contacts.
• Take ownership of relationship development while fostering a collaborative, team-oriented approach to client service.
• Identify opportunities to strengthen Desla’s community presence, improve outreach strategies, and support the firm’s continued growth.

Skills

Communication

Relationship building

Prospecting

Time management

Interpersonal skills

Self-motivated

Education

Bachelor's degree in business, finance, economics, or related field

Tools

CRM

Microsoft Office

Job description

Desla Wealth Management in West Des Moines, IA, is seeking a proactive Business Development and Relationship Manager who thrives on building partnerships, expanding our referral network, and growing a wealth management practice.

You will identify prospective clients, cultivate centers of influence, and coordinate introductions with our team while ensuring exceptional client experience through professional outreach and disciplined follow-up.