Claire Myers Consulting
Business Development Principal
Claire Myers Consulting, San Francisco, California, United States, 94199
About the Firm
If your skills, experience, and qualifications match those in this job overview, do not delay your application. 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 We are 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.
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 firm’s 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
5+ years of successful experience in advisory or retail investment sales
Bachelor’s degree required; CFP, CFA, or progress toward advanced credentials strongly preferred
Skilled in consultative sales, with a focus on relationship-building and needs-based solutions
Strong understanding of financial planning and investment concepts
Excellent verbal and written communication skills
Organized, detail-oriented, and adaptable in a fast-paced environment
Proficiency with Salesforce or similar CRM systems, virtual meeting tools, and Microsoft Office Suite
Must have reliable transportation and the ability to travel locally for client and partner meetings
Compensation & Benefits
Base salary of $150,000 + commission (OTE dependent on performance)
Medical, dental, and vision insurance
Flexible Spending Account (FSA) / Health Savings Account (HSA)
401(k) plan with employer contribution
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)
Hours:
Full-time
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If your skills, experience, and qualifications match those in this job overview, do not delay your application. 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 We are 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.
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 firm’s 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
5+ years of successful experience in advisory or retail investment sales
Bachelor’s degree required; CFP, CFA, or progress toward advanced credentials strongly preferred
Skilled in consultative sales, with a focus on relationship-building and needs-based solutions
Strong understanding of financial planning and investment concepts
Excellent verbal and written communication skills
Organized, detail-oriented, and adaptable in a fast-paced environment
Proficiency with Salesforce or similar CRM systems, virtual meeting tools, and Microsoft Office Suite
Must have reliable transportation and the ability to travel locally for client and partner meetings
Compensation & Benefits
Base salary of $150,000 + commission (OTE dependent on performance)
Medical, dental, and vision insurance
Flexible Spending Account (FSA) / Health Savings Account (HSA)
401(k) plan with employer contribution
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)
Hours:
Full-time
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