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Business Development Officer
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- The Business Development Officer is responsible for the creation of new business with high net worth individuals, family offices, endowments and foundations.
- In partnership with Relationship Managers, Investment and Wealth Specialists and other sales professionals deliver against the national sales strategies.
- Develop a personal referral source networks (attorney, accountant, banker, etc.)
- Bachelors degree and/or MBA, CFP, CFA, JD, CTFA, CPA
- Extensive knowledge of investment strategy, trust administration and wealth management solutions
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