Business Development Officer will work in tandem with the firm's Advisors in managing client relationships, which will include developing investment strategy, reviewing portfolio allocations and ...
Quick apply

Business Development Officer will work in tandem with the firm's Advisors in managing client relationships, which will include developing investment strategy, reviewing portfolio allocations and ...
Quick apply
Business Development Officer will work in tandem with the firm's Advisors in managing client relationships, which will include developing investment strategy, reviewing portfolio allocations and ...
Henderson, NV · Hybrid
$65K - $75K/yr
The Business Development Officer (BDO), through business development will echo the company's vision of building success through relationships. The BDO ensures a positive and service-oriented ...
Henderson, NV · Hybrid
$65K - $75K/yr
The Business Development Officer (BDO), through business development will echo the company's vision of building success through relationships. The BDO ensures a positive and service-oriented ...
Henderson, NV · Hybrid
$65K - $75K/yr
Business Development Opportunity in Trust Services Premier Trust Business Development Officer Location(s): * Las Vegas: 2270 Corporate Circle, Suite 220, Henderson, NV 89074 * Reno: 5474 Longley Ln ...
Henderson, NV · Hybrid
$65K - $75K/yr
Business Development Opportunity in Trust Services Premier Trust Business Development Officer Location(s): * Las Vegas: 2270 Corporate Circle, Suite 220, Henderson, NV 89074 * Reno: 5474 Longley Ln ...
Reno, NV · On-site
$65K - $75K/yr
The Business Development Officer (BDO), through business development will echo the company's vision of building success through relationships. The BDO ensures a positive and service-oriented ...
Reno, NV · On-site
$65K - $75K/yr
The Business Development Officer (BDO), through business development will echo the company's vision of building success through relationships. The BDO ensures a positive and service-oriented ...
Shawnee, OK · On-site
The Business Development Officer serves as the primary relationship manager for assigned business customers by understanding each customer's business, identifying opportunities, recommending ...
Shawnee, OK · On-site
The Business Development Officer serves as the primary relationship manager for assigned business customers by understanding each customer's business, identifying opportunities, recommending ...
Shawnee, OK · On-site
The Business Development Officer develops new business relationships, expands existing customer relationships, and serves as a trusted financial advisor to businesses throughout Vision Bank's markets.
Shawnee, OK · On-site
The Business Development Officer develops new business relationships, expands existing customer relationships, and serves as a trusted financial advisor to businesses throughout Vision Bank's markets.
Costa Mesa, CA · On-site
$83K - $123K/yr
We are seeking a Business Development Officer who thrives on building relationships, expanding community partnerships, and identifying opportunities to grow membership and business development ...
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Costa Mesa, CA · On-site
$83K - $123K/yr
We are seeking a Business Development Officer who thrives on building relationships, expanding community partnerships, and identifying opportunities to grow membership and business development ...
Shawnee, OK · On-site
The Business Development Officer serves as the primary relationship manager for assigned business customers by understanding each customer's business, identifying opportunities, recommending ...
Shawnee, OK · On-site
The Business Development Officer serves as the primary relationship manager for assigned business customers by understanding each customer's business, identifying opportunities, recommending ...
Be Seen First
Business Development Officer - SBA 504 Lending Location: Kentucky (Statewide Travel Required) Position Summary We are seeking a motivated, relationship-driven Business Development Officer to join our ...
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Be Seen First
Business Development Officer - SBA 504 Lending Location: Kentucky (Statewide Travel Required) Position Summary We are seeking a motivated, relationship-driven Business Development Officer to join our ...
Vandalia, IL · On-site
$80K - $105K/yr
We have a Business Development Officer position available at our main office located in Vandalia. SUMMARY/OBJECTIVE The Business Development Officer partners closely with commercial lenders to grow ...
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Vandalia, IL · On-site
$80K - $105K/yr
We have a Business Development Officer position available at our main office located in Vandalia. SUMMARY/OBJECTIVE The Business Development Officer partners closely with commercial lenders to grow ...
Pensacola, FL · On-site +1
About the Role As a Business Development Officer, you'll lead Navigator Credit Union's efforts to build strategic partnerships and deepen our presence with key employers and community markets. You'll ...
Pensacola, FL · On-site +1
About the Role As a Business Development Officer, you'll lead Navigator Credit Union's efforts to build strategic partnerships and deepen our presence with key employers and community markets. You'll ...
Port Jervis, NY · On-site
$67K - $82K/yr
... Business Development Officer Description GENERAL RESPONSIBILITIES The Business Development Officer is responsible for sourcing and developing commercial banking prospects into new bank clients;
Port Jervis, NY · On-site
$67K - $82K/yr
... Business Development Officer Description GENERAL RESPONSIBILITIES The Business Development Officer is responsible for sourcing and developing commercial banking prospects into new bank clients;
Louisville, KY · On-site
$50K - $75K/yr
Business Development Officers are individuals who can make friends with potted plants. They have an inquisitive nature about the product or service that they're being asked to promote - and then go ...
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Louisville, KY · On-site
$50K - $75K/yr
Business Development Officers are individuals who can make friends with potted plants. They have an inquisitive nature about the product or service that they're being asked to promote - and then go ...
Basking Ridge, NJ · On-site
$85K - $90K/yr
The Business Development Officer position objective is to develop banking relationships with middle market and larger businesses. The Business Development Officer will be responsible for generating ...
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Basking Ridge, NJ · On-site
$85K - $90K/yr
The Business Development Officer position objective is to develop banking relationships with middle market and larger businesses. The Business Development Officer will be responsible for generating ...
Our SBA Business Development Officer ("BDO") will identify, solicit and close new SBA loans through their robust business development activity with an emphasis is Owner Occupied Real Estate Lending.
Our SBA Business Development Officer ("BDO") will identify, solicit and close new SBA loans through their robust business development activity with an emphasis is Owner Occupied Real Estate Lending.
New York, NY · On-site
Our SBA Business Development Officer ("BDO") will identify, solicit and close new SBA loans through their robust business development activity with an emphasis is Owner Occupied Real Estate Lending.
Quick apply
New York, NY · On-site
Our SBA Business Development Officer ("BDO") will identify, solicit and close new SBA loans through their robust business development activity with an emphasis is Owner Occupied Real Estate Lending.
Our SBA Business Development Officer ("BDO") will identify, solicit and close new SBA loans through their robust business development activity with an emphasis is Owner Occupied Real Estate Lending.
Our SBA Business Development Officer ("BDO") will identify, solicit and close new SBA loans through their robust business development activity with an emphasis is Owner Occupied Real Estate Lending.
Business Development Officer 2 Business Unit: Small Business Banking Reports To: Varies Based on Assignment Position Overview: This position is primarily responsible for developing new small business ...
Business Development Officer 2 Business Unit: Small Business Banking Reports To: Varies Based on Assignment Position Overview: This position is primarily responsible for developing new small business ...
Our SBA Business Development Officer ("BDO") will identify, solicit and close new SBA loans through their robust business development activity with an emphasis is Owner Occupied Real Estate Lending.
Our SBA Business Development Officer ("BDO") will identify, solicit and close new SBA loans through their robust business development activity with an emphasis is Owner Occupied Real Estate Lending.
Manhattan, NY · On-site
$95 - $145/hr
Our SBA Business Development Officer ("BDO") will identify, solicit and close new SBA loans through their robust business development activity with an emphasis on Owner-Occupied Real Estate Lending.
Manhattan, NY · On-site
$95 - $145/hr
Our SBA Business Development Officer ("BDO") will identify, solicit and close new SBA loans through their robust business development activity with an emphasis on Owner-Occupied Real Estate Lending.

Full-time
Re-posted 12 days ago
Responsibilities
The primary responsibilities of this position include developing new client relationships through any existing channels of business, networking with centers of influence (CPAs, trust attorneys, pension administrators), and working with the firm’s custodial referral program.
Business Development Officer will work in tandem with the firm’s Advisors in managing client relationships, which will include developing investment strategy, reviewing portfolio allocations and performance, and creating and reviewing financial plans.
Qualifications
• Bachelors degree, 5+ years investment experience and 10+ years professional experience.
• Highly motivated and personable.
• Strong track record of developing and retaining business.
• Outstanding verbal communication and presentation skills.
• Direct experience and a solid understanding of the investment advisory industry.
• Desirable: CFP designation, existing relationships with centers of influence, transferable book of business.
Interested candidates should send their resume to careers@westmount.com.
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Finance and insurance
11 - 50 Employees
Los Angeles, CA, US
1990