Recruiting Resources, Inc.
Business Development Specialist
Recruiting Resources, Inc., Los Angeles, California, United States, 90079
Overview
We’re partnered with a dynamic and growing wealth management firm that’s looking to bring on a
Business Development Specialist
to join their team. This is a fantastic opportunity for someone who loves building relationships, enjoys being client-facing, and wants a clear path to growth into a Senior Business Development Officer role. Responsibilities
Work alongside seasoned business developers to build new client relationships through CPAs, trust attorneys, pension administrators, and other centers of influence. Help identify and create new networking opportunities while expanding your own professional network. Collaborate on sales strategy, craft messaging, and review prospective client portfolios. Support marketing initiatives, from developing materials to helping coordinate events. Get hands-on mentorship and structured training in investment methodology, client engagement, and business development best practices. Why this role is exciting
You’ll be set up for
career progression
with a clear path to becoming a Business Development Officer. Direct exposure to high-net-worth clients and influential COIs. A team-oriented culture where growth and collaboration are at the forefront. Opportunity to sharpen your sales, networking, and financial acumen in a supportive environment. What we’re looking for
5+ years in the financial services industry. Outgoing, motivated, and eager to develop business. Strong communication and presentation skills. Bonus points if you hold a CFP or have existing COI relationships.
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We’re partnered with a dynamic and growing wealth management firm that’s looking to bring on a
Business Development Specialist
to join their team. This is a fantastic opportunity for someone who loves building relationships, enjoys being client-facing, and wants a clear path to growth into a Senior Business Development Officer role. Responsibilities
Work alongside seasoned business developers to build new client relationships through CPAs, trust attorneys, pension administrators, and other centers of influence. Help identify and create new networking opportunities while expanding your own professional network. Collaborate on sales strategy, craft messaging, and review prospective client portfolios. Support marketing initiatives, from developing materials to helping coordinate events. Get hands-on mentorship and structured training in investment methodology, client engagement, and business development best practices. Why this role is exciting
You’ll be set up for
career progression
with a clear path to becoming a Business Development Officer. Direct exposure to high-net-worth clients and influential COIs. A team-oriented culture where growth and collaboration are at the forefront. Opportunity to sharpen your sales, networking, and financial acumen in a supportive environment. What we’re looking for
5+ years in the financial services industry. Outgoing, motivated, and eager to develop business. Strong communication and presentation skills. Bonus points if you hold a CFP or have existing COI relationships.
#J-18808-Ljbffr