Job Description
Job Description
Position : Business Development Principal
Location : San Francisco Bay Area (Hybrid 50% remote / month)
Reports to : Business Development Manager
Status : Full-time, Exempt
Start Date : Immediately
Compensation : $150,000 base + commission
OTE : Varies based on performance
Benefits : Medical, dental, vision, FSA / HSA, 401(k)
About the Firm
Our client is a well-established, fast-growing wealth management firm with over $3B in assets under management, 40+ team members, and more than 1,000 clients. They offer personalized financial planning and investment strategies tailored to the unique opportunities and challenges of living in the Bay Area. As part of a larger national network of independent advisory firms, they are committed to innovation, excellence, and long-term client success.
About the Role
Our client is hiring a Business Development Principal to focus on sourcing, qualifying, and converting high-net-worth individuals and families into long-term clients. This role includes working across several acquisition channels, including centers of influence, custodian referrals, and marketing-generated leads. The ideal candidate is a seasoned financial services professional with a consultative approach to business development and a deep understanding of the client journey.
Key Responsibilities
- Build and maintain strong relationships with COI referral partners and financial consultants at custodians
- Convert warm and cold leads into long-term clients through a structured, high-integrity sales process
- Effectively present the firms financial planning and investment philosophy to prospective clients
- Execute the defined sales process and consistently meet business development goals
- Collaborate with financial advisors to ensure seamless client onboarding and transition
- Actively contribute to improvements in the BD process and support the growth of the overall team
Qualifications :
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