Business Development Officer

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Austin or Houston, TX
Job Type
Direct Hire
Mar 12, 2019
Job ID
Top Tier National Wealth Management Firm (15B+ AUM) seeks strong, Business Development Officer in Austin/Houston, TX to attract new individual, family, foundation or endowment relationships to the firm (5mm-100mm+ level clientele). Develop a personal referral network of attorneys, accountants, bankers etc, partner with existing relationship managers and investment advisors to source and on board prospects and lead promotional events and seminars. The Business Development Officer may also act as lead relationship manager for select clientele.

The firm provides integrated wealth management, investment advisory and trust services for affluent individuals and multi-generational families, as well as foundations and endowments with a long stable track record of success, name recognition, and a 98% client retention rate. The environment is collegial and team oriented.

The ideal candidate will have a deep rolodex of centers of influence (COI's) in the high net worth accounting, law firm or broker dealer space.

This is an ideal role for a natural networker with significant contacts among centers of influence looking to capitalize on their network with significant financial upside.

5+ years successful track record of new business development and advanced degree required (MBA, CFP, CFA, JD, CTFA or CPA).

This position can also be located in Boston, Atlanta, Denver, Houston and New York.