Wealth Management Business Development Lead

Cerity Partners

  • New York, NY
  • 6 days ago
  • $120,000–$150,000 Per Year
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Skills

  • Business Developmentunmatched
  • Certified Financial Planner (CFP)unmatched
  • Chartered Financial Analyst (CFA)unmatched
  • Customer Relationsunmatched
  • Financial Servicesunmatched
  • Onboardingunmatched
  • Wealth Managementunmatched

Description

Cerity Partners is hiring a Business Development Officer to grow our Growth organization in the wealth management space. You will cultivate new client relationships, engage HNW/UHNW prospects, and coordinate onboarding and engagement with internal teams.The role requires 5+ years in business development within financial services, a strong background in investment planning, and credentials such as CFP/CFA. Compensation ranges from $120,000 to $150,000 with strong benefits and 401(k) matching.#J-18808-Ljbffr

Numbers & Facts

LocationNew York, NY
Salary$120,000–$150,000 Per Year

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