Business Development Officer - National Wealth Management Firm
Company: TWM Executive Search
Location: Detroit
Posted on: April 4, 2026
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Job Description:
National Wealth Management Firm seeks Business Development
Officer in Detroit 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 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
Keywords: TWM Executive Search, Lakewood , Business Development Officer - National Wealth Management Firm, Sales , Detroit, Ohio
