Business Development Officer - National Wealth Management Firm

Top-Tier National Wealth Management Firm seeks key Business Development Officer in Atlanta to penetrate the local market.

• Build and utilize a personal referral network of attorneys, accountants, bankers, etc. to discover and onboard prospects. Firm has established resources in place (ex. Suites at local sports teams) to assist candidate with developing a network of referral sources
• 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

The firm provides integrated wealth management, investment advisory, and trust services for affluent individuals and multi-generational families, 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.

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 6+ years successful track record of new business development.

Positions also available in the following locations:

Denver, CO; Houston, TX; and New York City, NY