Business Development Officer

🕒 June 3

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Cerity Partners

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

💸 Finance

🤝 Non-profit

Finance • Wealth Management • Non-profit

Cerity Partners is a comprehensive financial advisory firm that provides a wide array of services tailored for individuals, families, corporations, and nonprofit organizations. The firm specializes in wealth management, investment solutions, estate and gift planning, tax planning, and risk management. Their approach is centered on delivering objective financial advice and customized strategies aimed at addressing the unique financial needs and complexities faced by their clients.

📋 Description

• Engage and convert high quality prospective clients (introduce through internal and external lead sources), including delivering the appropriate inbound and outbound effort • Managing on-going client relationships and expanding those relationships where appropriate • Collaborating with other internal stakeholders to ensure a smooth onboarding experience for new clients. • Effectively manage prospect pipeline with activity-based metrics and qualitative engagement • Track and report key business development metrics, including pipeline progress, conversion, and revenue growth.

🎯 Requirements

• Bachelor's degree in Business, Finance, or a related field; MBA or CFP® a plus. • 5+ years of experience in business development, sales and relationship management within financial services or wealth management. • Proven track record of meeting or exceeding growth targets. • Strong understanding of investment products, financial planning, and regulatory environment. • Experience in workplace solutions and conversion process • Excellent communication, negotiation, and interpersonal skills. • Self-motivated, with the ability to work independently and collaboratively. • FINRA Series 7 and 66 (or 63 & 65) Certified Financial Planner (CFP®), Chartered Financial Analyst (CFA), or similar credentials.

🏖️ Benefits

• Health, dental, and vision insurance – day 1! • 401(k) savings and investment plan options with 4% match • Flexible PTO policy • Parental Leave • Financial assistance for advanced education and professional designations • Opportunity to give back time to local communities • Commuter benefits