Business Development Officer

Cerity Partners

. Cultivate new client relationships and support the firm's growth initiatives in high-net-worth (HNW) and ultra-high-net-worth (UHNW) segments .

Posted 11/4/2026full-timeUnited StatesMid-LevelSenior💰 $120,000 - $150,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in business development and relationship management within financial services, with a strong focus on high-net-worth and ultra-high-net-worth client segments. Proficient in tracking business development metrics and delivering effective onboarding experiences.

Highest-signal resume keywords

Business Development ExperienceClient Relationship ManagementInvestment Products KnowledgeFINRA Series 7 and 66Certified Financial Planner (CFP®)

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Business DevelopmentSales ManagementFinancial PlanningPipeline ManagementGrowth Target Achievement

Soft Skills

Excellent CommunicationNegotiation SkillsInterpersonal SkillsSelf-MotivatedCollaborative Work

Certifications & Qualifications

FINRA Series 7FINRA Series 66Certified Financial Planner (CFP®)Chartered Financial Analyst (CFA)

Industry Keywords

High-Net-WorthUltra-High-Net-WorthWealth ManagementInvestment ProductsRegulatory Environment

About the role

Key responsibilities & impact

Cultivate new client relationships and support the firm's growth initiatives in high-net-worth (HNW) and ultra-high-net-worth (UHNW) segments
Engage and convert high-quality prospective clients through internal and external lead sources
Deliver appropriate inbound and outbound business development efforts
Manage ongoing client relationships and expand those relationships where appropriate
Collaborate with internal stakeholders to ensure a smooth onboarding experience for new clients
Manage the prospect pipeline with activity-based metrics and qualitative engagement
Track and report 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
5+ years of experience in business development, sales and relationship management experience 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
Applicants must be authorized to work for any employer in the U.S.

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