Business Development Officer - San Francisco, California United States - 12440

JOB DESCRIPTION

WHY IS THIS A GREAT OPPORTUNITY?

Business Development Officer - San Francisco Bay area, CA - 10mm-100mm+ level
 

The firm provides integrated wealth management, investment advisory and trust services for affluent individuals and multi-generational families, a with a long stable track record of success and strong name recognition.

The opportunity is ideal for a natural networker seeking to capitalize on their network with significant financial upside.

JOB DESCRIPTION

Top Tier National Wealth Management Firm seeks strong Business Development Officer in San Francisco Bay area to attract new HNW relationships to the firm.

• Build and utilize a personal referral network of attorneys, accountants, bankers etc. to source and on board prospects
• Partner with Relationship Managers and Trust and Investment Advisors to develop and deepen client relationships by identifying wealth planning needs and effectively communicating firm’s services
• Lead and participate in presentations, conferences and seminars to develop and present firm’s capabilities to prospective clients

QUALIFICATIONS

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, in addition to 8+ years successful track record of new business development.