Business Development Officer

1 week ago


Austin, Texas, United States TWM Executive Search Full time $80,000 - $140,000 per year

National Wealth Management Firm seeks Business Development Officer in Austin to generate new business with HNW individuals and multi-generational families.

  • Build and utilize a personal referral network of attorneys, accountants, bankers, etc. to discover and onboard prospects. The firm has established resources in place (ex. Suites at local sports teams) to assist with developing a network of referral sources, as well as a long stable track record of success and strong name recognition.
  • Collaborate with internal 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
  • Requires 5+ years of experience and a successful track record of new business development
  • The ideal candidate will have a deep rolodex of external COI's in the HNW accounting, law firm, or broker-dealer space

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