Business Development Officer - Wealth Management Firm
Company: TWM Executive Search
Location: Westminster
Posted on: April 3, 2026
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Job Description:
National Wealth Management Firm seeks Business Development
Officer in Denver to generate new business with HNW individuals and
multi-generational families. Build and utilize a personal referral
network of attorneys, accountants, bankers, etc. to discover and
onboard prospects. The firm has established resources in place (ex.
Suites at local sports teams) to assist with developing a network
of referral sources, as well as a long stable track record of
success and strong name recognition. Collaborate with internal
Advisors to develop and deepen client relationships by identifying
wealth planning needs and effectively communicating firm's services
Collaborate with external Fidelity and Schwab advisors Lead and
participate in presentations, conferences, and seminars to develop
and present firm's capabilities to prospective clients Requires 5
years of experience and a successful track record of new business
development The ideal candidate will have a deep rolodex of
external COI's in the HNW accounting, law firm, or broker-dealer
space Perfect role for Internal Wholesaler looking to get into the
wealth management space Compensation: $150,000 - $200,000. The
successful candidate may be eligible to participate in the relevant
business unit’s incentive compensation plan, which also may include
a discretionary bonus component
Keywords: TWM Executive Search, Boulder , Business Development Officer - Wealth Management Firm, Sales , Westminster, Colorado
