Judson Group · 5 days ago
Managing Director, Business Development Officer (BDO) Wealth Management
United States
Full-time
Remote
Director/Executive
10+ years expJudson Group is proud to be retained by a respected RIA with almost $65B in AUM in the search for a highly motivated and strategic Managing Director, Business Development Officer (BDO). This role involves cultivating relationships to connect referred clients with the firm’s wealth advisors and leading growth initiatives within a collaborative and innovative culture.
EmploymentProfessional ServicesRecruitingStaffing Agency
Responsibilities
Lead ongoing business development initiatives and value-add presentations that highlight the firm’s capabilities
Communicate the firm’s unique value proposition and full range of services with clarity and consistency
Represent the firm at events, client gatherings, and symposiums
Source new prospective clients through referrals, COIs, and networking
Educate potential clients on the firm’s advisory approach and wealth management solutions
Lead the client discovery process to fully understand financial objectives and needs
Collaborate with wealth advisors to seamlessly transition new clients and ensure a first-class experience
Maintain proactive communication with various teams regarding referral progress
Use Salesforce and other tools to manage pipelines, track outcomes, and report progress
Qualification
Required
Bachelor's degree in Business, Finance, Economics, or related field
10+ years of proven success in financial services sales or business development
Track record of meeting or exceeding business growth and revenue goals
Proficiency in Microsoft Office Suite and CRM systems (Salesforce experience a plus)
Series 65 or 66 license preferred
Preferred
CFP® or other professional planning designation a plus
Benefits
Full suite of benefits
Company
Judson Group
Judson Group has provided retained, priority, and contingency search services to a number of leading large, mid-sized, and small organizations nationally.
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase