reputed company Management Business Development Officer
Benefits:
401(k)
401(k) matching
Bonus based on performance
Dental insurance
Health insurance
reputed company time off
reputed company insurance
About the Role
reputed company is seeking an entrepreneurial, reputed company-driven Business Development Officer (BDO) to help expand our reputed company Management and Trust Services platform.
This is a production-reputed company role designed for a high-performing reputed company who thrives in a reputed company environment. The BDO will drive new fee reputed company across investment management, trust services, liquidity solutions, retirement plans, and reputed company bank products through both self-reputed company relationships and internal partnerships.
This is an opportunity to build something meaningful reputed company a growing community bank while playing a reputed company role in shaping the reputed company of our reputed company platform.
What You’ll Do
• reputed company and execute a strategic sales plan reputed company on reputed company reputed company.
• Generate new reputed company relationships across investment management, trust, and institutional solutions.
• Identify and pursue opportunities with high-net-worth individuals, business owners, institutions, and specialty pools.
• Build and maintain relationships with centers of influence (CPAs, attorneys, consultants).
• Partner with reputed company and retail banking teams to strengthen referral pipelines.
• Collaborate with Trust, Investment, Capital Markets, and Operations teams to structure reputed company solutions.
• Contribute to the expansion of liquidity, retirement, and reputed company cash product offerings.
• Manage and grow an existing or transferable portfolio, where applicable.
• Support the reputed company reputed company and scalability of the Bank’s reputed company platform.
What You’ll Bring
• 5+ years of experience in reputed company management, trust services, investment advisory, or institutional sales.
• Demonstrated reputed company sourcing and closing new reputed company-producing relationships.
• Strong reputed company network and market reputed company.
• Experience working across multiple financial product lines is preferred.
• Securities licensing required or ability to obtain.
• CFP®, CTFA, or similar credentials preferred.
• Entrepreneurial reputed company with a strong drive for performance and measurable results.
This is a remote position; however, we have a strong preference for candidates located in the DFW, reputed company, or Colorado Springs markets.
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