Goodwin Recruiting
Sr. Wealth Manager: Business Development Specialist
Job location | Portland OR US |
Pay Rate | $150,000 - $200,000 |
Category | Finance |
Job Description
An established and growing wealth management firm ($17B AUM) is looking for a SR. WEALTH MANAGER, BUSINESS DEVELOPMENT SPECIALIST to make an immediate impact by developing and executing channels for inbound and outbound prospecting in collaboration with firm leadership.
The ideal SR. WEALTH MANAGER, BUSINESS DEVELOPMENT SPECIALIST will bring 10+ years of relevant experience that includes a record of success in business development, a desire to help one of the fastest-growing wealth management firms in the country continue to thrive.
SR. WEALTH MANAGER, BUSINESS DEVELOPMENT SPECIALIST RESPONSIBILITIES:
- Develop & Execute Business Development Activities in Collaboration with Firm Leadership
- Develop Business Development Network of Custodial Offices, Influencers, & Business Leaders
- Collaborate with Firm Leadership on Key Initiatives
SR. WEALTH MANAGER, BUSINESS DEVELOPMENT SPECIALIST REQUIREMENTS:
- Bachelor's Degree & 10+ Years Experience, Industry Licensing Preferred
- Demonstrated Knowledge of Business Development in Wealth Management
- Demonstrated Attention to Detail & Self-Organization, Ability to Work Collaboratively Across Offices
SR. WEALTH MANAGER, BUSINESS DEVELOPMENT SPECIALIST SALARY & REQUIREMENTS:
- Competitive Salary
- Excellent Benefits
- Growth Opportunities
Jeremy Hamon
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