Business Development Officer jobs in United States
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TWM Executive Search ยท 6 hours ago

Business Development Officer

positionNYC Metro Area
timeFull-time
remoteOnsite
senioritySenior Level, Lead/Staff
date8+ years exp

TWM Executive Search is seeking a Business Development Officer for a National Wealth Management firm in New York City to attract new high-net-worth relationships. The role involves building a referral network, developing client relationships, and collaborating with professionals to communicate the firm's services effectively.

Staffing & Recruiting
Hiring Manager
Gary Teigman
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Responsibilities

Build and utilize a personal referral network of attorneys, accountants, bankers etc. to discover and on board prospects
Develop and deepen client relationships by identifying wealth planning needs
Partner with Portfolio Managers and Trust and Estate professionals to effectively communicate firm's services
Participate in presentations, conferences, and seminars to develop and present firm's capabilities to prospective clients

Qualification

HNW financial advisoryBusiness developmentClient relationship managementPresentation skillsNetworking

Required

8+ years' HNW financial advisory experience
Successful track record of business development

Company

TWM Executive Search

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Boutique Executive Search Firm specializing exclusively in the Wealth Management industry.
dateFounded in 2024
location
Lawrence, NY, US
people-size2-10 employees
web-link
http://twmexecutivesearch.com

Funding

Current Stage
Early Stage
Company data provided by crunchbase