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Business Development Officer

TWM Executive Search
FULL_TIME Remote ยท US Los Angeles Metropolitan Area, US Posted: 2026-05-11 Until: 2026-07-10
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Job Description
Business Development Officer opportunity at a National Wealth Management firm in Los Angeles to attract new HNW relationships to the firm. Build and utilize a personal referral network of attorneys, accountants, bankers etc. to discover and on board prospects Develop and deepen client relationships by identifying wealth planning needs Partner with Portfolio Managers and Trust and Estate professionals to effectively communicate firm's services Participate in presentations, conferences, and seminars to develop and present firm's capabilities to prospective clients Requires 8+ years' HNW financial advisory experience, with a successful track record of business development