Business Development Specialist

We have an exciting opportunity for a Business Development Specialist to join a nationally respected independent RIA in a high-impact, client acquisition role. This position is built for a confident communicator who enjoys building relationships and thrives in a fast-moving, team-based environment. The BDS plays a central role in driving firm growth by originating new client relationships through trusted custodian referral programs.

This is a hybrid position with flexibility in select markets.

DUTIES & RESPONSIBILITIES

Build and manage relationships with Financial Consultants (FCs) at Schwab and Fidelity referral branches

Serve as the first point of contact for prospective clients; conduct discovery calls to assess fit and identify planning needs

Qualify prospects and coordinate a seamless handoff to internal Financial Advisors for onboarding

Track activity and outcomes using CRM systems to ensure accurate reporting and pipeline visibility

Partner with internal teams to refine referral strategy, improve conversion rates, and ensure top-tier client experience from day one

Maintain strong working knowledge of the firm’s investment philosophy, planning services, and competitive advantages

Represent the firm with professionalism and warmth in all prospect and custodian-facing interactions

Travel locally to referral branches; occasional national travel as needed for conferences or team meetings

QUALIFICATIONS

3+ years of experience in financial services, ideally in business development, advisory, or referral-focused roles

Bachelor’s degree required; Series 65 or CFP® strongly preferred

Familiarity with Schwab or Fidelity referral platforms is highly valued

Polished verbal and written communication style with strong interpersonal instincts

Proven ability to build trust quickly and open high-quality conversations with HNW prospects

CRM fluency and comfort with activity-based metrics

Team-first attitude with confidence, humility, and drive

Clear interest in the long-term impact of private wealth advisory