Hiring: Business Development Officer Company: Cerity Partners Location: New York, NY Job Posted Time: 2026-09-10 14:27:25 Target Skills & Keywords : CFA, CFP, Financial Planning, Risk Management, Series 7, Wealth Management About the job Experience: •5+ years of experience in business development, sales and relationship management experience within financial services or wealth management. Required Skills: •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. Qualifications: •Bachelor's degree in Business, Finance, or a related field; MBA or CFP® a plus. •Demonstrated success in meeting or exceeding growth targets. •In-depth knowledge of investment products, financial planning, and regulatory environment. •Excellent communication, negotiation, and interpersonal skills. •Self-motivated, with the ability to work independently and collaboratively. •Certified Financial Planner (CFP®), Chartered Financial Analyst (CFA), or similar credentials Compensation: •$120,000 - $150,000 / year •Health, dental, and vision insurance – day 1! Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!