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Business Development Manager Wealth Management Jobs

Execupay

Business Development Manager

San Antonio, TX · On-site +1

Our Business Development Managers help small businesses focus on what matters, growing their ... Advance in to sales management, leading a team of great sales people like yourself * Advance into ...

zTrip zShuttle

Business Development Manager

Leawood, KS · Hybrid

$55K - $65K/yr

Business Development Manager** **Location:** Leawood, KS - Hybrid **Job Overview:** The Business ... in CRM software and MS Office Suite (Word, Excel, PowerPoint). - Analytical mindset with the ...

GardaWorld

Business Development Manager

Atlanta, GA · On-site

$80K/yr

Drive Six-Figure Growth as a Business Development Manager - Security Services! Are you a results ... Expert in pipeline management, CRM discipline, and time management to maximize results.

Courser

Business Development Manager

Greenville, SC · Remote

Oversee the management of the sales pipeline, ensuring timely follow-up and progression of leads ... With teams across the country, we have a wealth of knowledge and a team that is eager to share and ...

Walashek

Business Development Manager

Norfolk, VA · On-site

Business Development Manager Department: Executive / Commercial Operations Reports To: President ... Proposal and Capture Management * Lead capture planning activities for targeted opportunities from ...

Addison Group

Business Development Manager

Lake Forest, CA · On-site

$110K - $120K/yr

... pipeline management, and activity reporting within CRM systems. Qualifications: • Bachelor's degree required. • Minimum of 7 years of business development, sales, or account acquisition ...

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Business Development Manager Wealth Management information

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$36.5K

$85.6K

$149K

How much do business development manager wealth management jobs pay per year?

As of Jun 21, 2026, the average yearly pay for business development manager wealth management in the United States is $85,602.00, according to ZipRecruiter salary data. Most workers in this role earn between $61,000.00 and $100,000.00 per year, depending on experience, location, and employer.

Can financial advisors make $500,000 a year?

Business development managers in wealth management can potentially earn $500,000 or more annually, especially with high client volumes, successful sales, and performance bonuses. Achieving this level often requires extensive experience, strong client relationships, and relevant certifications such as the CFP or CFA. Compensation varies widely based on firm size, location, and individual performance.

What is business development in wealth management?

Business development in wealth management involves identifying and pursuing new client opportunities, building relationships, and expanding the firm's client base. It requires skills in networking, sales, and understanding financial products to grow the firm's assets under management and enhance revenue streams.

What is the highest paying job in wealth management?

In wealth management, the highest paying roles are typically senior positions such as Chief Investment Officer or Managing Director, which can earn substantial base salaries plus bonuses and profit sharing. These roles require extensive experience, strong client relationships, and often advanced certifications like the CFA or CFP. Compensation varies based on firm size, location, and individual performance.

What is the difference between Business Development Manager Wealth Management vs Financial Advisor?

AspectBusiness Development Manager Wealth ManagementFinancial Advisor
Primary RoleFocuses on acquiring new clients and expanding business opportunities for wealth management servicesProvides personalized financial planning and investment advice to clients
Required CredentialsOften requires sales, marketing, or financial certifications; CFP is common but not always mandatoryTypically requires CFP certification, Series 7, and other licenses
Work EnvironmentCorporate offices, client meetings, networking eventsOne-on-one client meetings, financial planning sessions
Employer & Industry UsageUsed by banks, wealth management firms, financial institutionsUsed by independent advisors, banks, and financial firms

While both roles operate within the wealth management industry, a Business Development Manager Wealth Management primarily focuses on client acquisition and business growth, whereas a Financial Advisor concentrates on providing tailored financial advice and planning services to individual clients.

What is the highest salary of BDM?

The highest salary for a Business Development Manager in wealth management can reach $150,000 to $200,000 or more annually, often including bonuses and commissions based on performance. Senior BDMs with extensive experience and a strong client network may earn higher compensation, especially in competitive markets or large firms.
What cities are hiring for Business Development Manager Wealth Management jobs? Cities with the most Business Development Manager Wealth Management job openings:
Management Associate, Wealth Advisory

Management Associate, Wealth Advisory

Glenmede Trust Co

Philadelphia, PA • On-site

$15 - $20/hr

Full-time

Medical, Retirement, PTO

Posted 14 hours ago

Job description

Empowering Financial Futures.

For more than 65 years, Glenmede’s independent ownership, innovation and unwavering commitment to our clients have made us a trusted partner for private wealth, endowment & foundation, and investment management clients.

Our people are invaluable. Through a team-oriented environment, your knowledge, expertise and varied backgrounds contribute to thoughtful innovation. Our culture fosters opportunities for continuous career growth and development in all areas of the organization. Working at Glenmede, you will experience the infrastructure and resources of a large firm combined with the client and employee focus of an independently owned boutique.

Private Wealth: Empowering the confident pursuit of purpose, passions and legacy through integrated wealth management.

To us, wealth is not static or one-dimensional. The complexities of wealth management require an integrated approach to anticipating, understanding and addressing unique client circumstances. Our team of experts partners with every client to personalize solutions that lead to exceptional outcomes. Our success is determined by the success of our clients.

This position will operate in a hybrid work environment, 3 days per week in the office (Philadelphia, PA).

OVERVIEW:

The primary function of the Management Associate is to assist and support the designated Relationship Managers, Wealth Advisors and Fiduciary Specialists with advisory-related client service, trust and account administration, compliance requirements, and other functions as required to ensure excellent relationships with clients and business partners and success with firm wide initiatives.

RESPONSIBILITIES:

Relationship Management and Client Service
  • Independently handle certain routine to moderately complex client (internal and/or external clients) inquiries as part of the relationship management team.
  • Respond to client requests in the normal course of business, take needed action to resolve (with guidance from senior team members where appropriate) and keep all relevant parties informed.
  • Cover situations that arise when other team members are out of the office.
  • Act as initial point of contact for client and internal communications, manage information flow, prioritize needs, assist with and draft communications, as required.
  • Assist relationship management team in maintaining client information and communications in the client relationship management (CRM) system in accordance with firm best practices.
  • Prepare presentation material for meetings and coordinate with investment, tax or other departments to ensure deadlines are met.
  • Develop a strong foundational understanding of wealth management topics including; financial, estate and income tax planning.
  • Plan and coordinate all aspects of client meetings.
Trust/Account Administration and Advice 
  • Develop a strong knowledge of all aspects of Wealth Advisory functions, policies, procedures and best practices, including financial planning and its supporting systems (Global Plus, Salesforce, Wealth View).
  • Develop strong foundational knowledge of administrative, legal, compliance and tax principles regarding trust administration as well as fundamentals of financial planning.
  • Become a subject matter expert on all aspects of basic administrative duties including daily transaction processing for cash and securities transfers, check requests, gifts, deposits, routine and semi-complex client requests, account opening, overdraft resolution and any other functions essential to the basic management of client accounts and demonstrate the ability to perform all of these duties without oversight.
  • Coordinate with Securities Operations and other business partners until transactions or matters are resolved to full completion.
Complex Analysis, Advanced Administration and Project Initiatives
  • Review and prepare discretionary requests for approval (with the supervision of Relationship Manager/Wealth Advisor).
  • Review relevant documents and prepare trust summaries, understand and implement power to adjust, trust terminations, distributions, receipt and releases, special asset policies and procedures, attainment of age and other trust administration requirements.
  • As necessary, transition relationships to new relationship management teams to support internal succession planning.
  • Participate in special projects and firm-wide initiatives to foster understanding of multidisciplinary wealth management practice areas, effective working relationships with colleagues and peers and to develop presentation skills.
Business Development
  • Attend Glenmede sponsored events as requested.
Firm Building
  • Assist and train others, as needed, and perform other duties and responsibilities as assigned.

REQUIRED QUALIFICATIONS:

  • Bachelor’s degree preferably in accounting, finance or related field required. 
  • 1-3 years of experience in financial services, preferably in a fiduciary environment required.

PREFERRED QUALIFICATIONS:

  • Advanced degree preferred (JD, MBA).
  • Interest in or progress toward CTFA or CFP designations is preferred.
  • Knowledge of trust accounting and investment systems strongly preferred.
  • Superior team orientation.
  • Advanced knowledge of Microsoft Office.
  • Self-starter with a great deal of initiative.
  • Full understanding of client privacy and confidentiality.
  • Excellent verbal and written communication skills.
  • Demonstrated competence in the following: organizational and problem-solving skills; ability to work well under pressure; and consistent accuracy and attention to detail.

Headquartered in Philadelphia, PA, Glenmede has 9 office locations in the US. For further information, please visit http://www.glenmede.com.

Our Benefits Overview:

-Competitive health and welfare benefits, including company HSA contributions

-Numerous voluntary benefit choices available

-Superior 401k match

-Tuition reimbursement

-Company subsidized commuter benefits

-Generous paid time off, including parental leave

-Plus more!

Glenmede is an equal opportunity workplace and is committed to ensuring equal employment opportunity without regard to any legally protected characteristics. To learn more about Glenmede’s policy on equal employment opportunity, please visit https://www.glenmede.com/equal-opportunity-employer/.

** We are not seeking agency assistance with this role. No agencies, third parties, or phone calls, please. Glenmede is not accepting unsolicited resumes from search firms. All resumes submitted by search firms to any employee at Glenmede via-email, the Internet, or directly without a valid written search agreement will be deemed the sole property of Glenmede, and no fee will be paid in the event the candidate is hired by Glenmede.

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