Business Development Officer

Cerity Partners

Business Development Officer at Cerity Partners cultivating new client relationships in wealth management. Focused on high-net-worth segments with goals for revenue growth and client engagement.

Posted 6/3/2026full-timeNew York City • Massachusetts, New York, Pennsylvania • 🇺🇸 United StatesMid-LevelSenior💰 $120,000 - $150,000 per yearWebsite

About the role

Key responsibilities & impact

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

What you’ll need

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

Comp & perks

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

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

business developmentsalesrelationship managementinvestment productsfinancial planningregulatory environmentworkplace solutionsconversion processpipeline managementmetrics tracking

Soft Skills

communicationnegotiationinterpersonal skillsself-motivatedindependent workcollaborative work

Certifications

Bachelor's degreeMBACFP®FINRA Series 7FINRA Series 66FINRA Series 63FINRA Series 65CFA