Business Development, High Net Worth, Maintain Compliance, Regulatory Compliance, Revenue Growth, Target Marketing, Wealth Management
Job Title: Business Development Officer (BDO) Wealth Management
Job Location: Parsippany, NJ
Job Type: Full-Time
Job Description:
- Drive new business development efforts and expand the firm's client base.
- Leverage existing relationships to generate revenue and build long-term advisory partnerships.
- Develop and maintain relationships with high-net-worth individuals, families, and institutional clients.
- Collaborate with internal teams to deliver tailored financial solutions.
- Identify and pursue strategic growth opportunities across target markets.
- Maintain compliance with all regulatory and firm policies.