Business Development Officer - National Wealth Management Firm
Company: TWM Executive Search
Location: West Palm Beach
Posted on: April 1, 2026
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Job Description:
Top-Tier National Wealth Management Firm seeks key Business
Development Officer in West Palm Beach to penetrate the local
market. Build and utilize a personal referral network of attorneys,
accountants, bankers, etc. to discover and onboard prospects. Firm
has established resources in place (ex. Suites at local sports
teams) to assist candidate with developing a network of referral
sources Partner with Relationship Managers and Trust and Investment
Advisors to develop and deepen client relationships by identifying
wealth planning needs and effectively communicating firm's services
Lead and participate in presentations, conferences, and seminars to
develop and present firm's capabilities to prospective clients The
firm provides integrated wealth management, investment advisory,
and trust services for affluent individuals and multi-generational
families, with a long stable track record of success and strong
name recognition. The opportunity is ideal for a natural networker
seeking to capitalize on their network with significant financial
upside. The ideal candidate will have a deep rolodex of centers of
influence (COI's) in the high net worth accounting, law firm, or
broker-dealer space, in addition to 6 years successful track record
of new business development. Positions also available in the
following locations: Tampa, FL; Atlanta, GA; and New York City,
NY
Keywords: TWM Executive Search, Wellington , Business Development Officer - National Wealth Management Firm, Sales , West Palm Beach, Florida
