Wealth Management Business Development Officer

Herring Bank

Lewisville, TX(remote)

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JOB DETAILS

SKILLS

Business Development, Capital Markets, Certified Public Accountant (CPA), Commercial Banking, Community Banking, Customer Relationship Management (CRM), Dental Insurance, Entrepreneurship, Health Insurance, High Net Worth, Investment Capital, Investment Management, Licensing, Liquidity, Retail Banking, Retirement Plan, Revenue Growth, Revenue Management, Sales, Sales Strategy, Securities, Strategic Planning, Vision Plan, Wealth Management

LOCATION

Lewisville, TX

POSTED

30+ days ago

Benefits:

401(k)
401(k) matching
Bonus based on performance
Dental insurance
Health insurance
Paid time off
Vision insurance

About the Role
Herring Bank is seeking an entrepreneurial, revenue-driven Business Development Officer (BDO) to help expand our Wealth Management and Trust Services platform.

This is a production-focused role designed for a high-performing professional who thrives in a growth environment. The BDO will drive new fee revenue across investment management, trust services, liquidity solutions, retirement plans, and related bank products through both self-sourced relationships and internal partnerships.

This is an opportunity to build something meaningful within a growing community bank while playing a direct role in shaping the future of our wealth platform.

What You’ll Do
• Develop and execute a strategic sales plan focused on revenue growth.
• Generate new client relationships across investment management, trust, and institutional solutions.
• Identify and pursue opportunities with high-net-worth individuals, business owners, institutions, and specialty pools.
• Build and maintain relationships with centers of influence (CPAs, attorneys, consultants).
• Partner with commercial and retail banking teams to strengthen referral pipelines.
• Collaborate with Trust, Investment, Capital Markets, and Operations teams to structure client solutions.
• Contribute to the expansion of liquidity, retirement, and enhanced cash product offerings.
• Manage and grow an existing or transferable portfolio, where applicable.
• Support the continued growth and scalability of the Bank’s wealth platform.

What You’ll Bring
• 5+ years of experience in wealth management, trust services, investment advisory, or institutional sales.
• Demonstrated success sourcing and closing new revenue-producing relationships.
• Strong professional network and market presence.
• Experience working across multiple financial product lines is preferred.
• Securities licensing required or ability to obtain.
• CFP®, CTFA, or similar credentials preferred.
• Entrepreneurial mindset with a strong drive for performance and measurable results.

This is a remote position; however, we have a strong preference for candidates located in the DFW, Houston, or Colorado Springs markets.

About the Company

Herring Bank

The bank provides a full range of commercial and consumer banking products, as well as investment and trust services. While the bank is primarily owned by the family of its founder, Col. C.T. Herring, the bank has directors and owners in communities that it serves. Through local leadership and ownership, Herring Bank has created a legacy of helping customers with their financial needs for some 110 years.

COMPANY SIZE

100 to 499 employees

INDUSTRY

Banking

FOUNDED

1899

WEBSITE

https://www.herringbank.com/

Wealth Management Business Development Officer

Herring Bank

Lewisville, TX(remote)

About the Company

Herring Bank

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