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Business Development Officer at Cerity Partners - ApplyBlast

Business Development Officer

Cerity Partners

4 months ago

4.7 on Glassdoor

New York City, NY

Onsite

Full Time

Senior

0 applicants

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About this role

A Business Development Officer at Cerity Partners cultivates new client relationships within the high-net-worth and ultra-high-net-worth wealth management segments. The role focuses on converting prospects, managing ongoing client accounts, and expanding relationships through collaborative onboarding efforts. Success requires deep expertise in financial planning, tax management, and regulatory compliance to drive firm growth.

Responsibilities

Engage and convert high-quality prospective clients from internal and external sources.
Manage ongoing client relationships and expand account opportunities.
Collaborate with stakeholders to ensure smooth new client onboarding.
Track and report business development metrics including pipeline and revenue.
Apply expertise in executive compensation and tax planning to client needs.