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9-20 yrs required
Atlanta office of our client seeks business development officer, private wealth with 10+ years of experience in wealth management or a closely related field. The candidate will be responsible for the creation of new business with high net worth individuals, family offices, endowments and foundations. Will be working closely with Relationship Managers, Investment and Wealth Specialists and other sales professionals to orchestrate activities to achieve business development strategies. Contribute to the growth of new revenues through the acquisition of new clients who have sophisticated financial needs, are people of influence or who require complex financial solutions through appropriate business development activities. Manage select client relationships to maximize retention and grow the business in accordance with the investment objectives of the individual clients, and the investment policies and strategies of the organization. In partnership with Relationship Managers, Investment and Wealth Specialists and other sales professionals deliver against the national sales strategies. Develop a personal referral source networks (attorney, accountant, banker, etc.), calling on individuals and institutions to build pipeline of business prospects. Responsible for developing relationships and opportunities with existing channel relationships. Identify areas to build strategic relationships, and create and facilitate forums such as promotional events, seminars and meetings to develop new alliances and formal networks. Establish and maintain effective partnerships and teamwork to ensure a level of service delivery that is professional, seamless and timely. Must have a Bachelor?s degree and/or MBA, CFP, CFA, JD, CTFA, CPA. Extensive knowledge of investment strategy, trust administration and wealth management solutions essential.
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