Business Development Professional
CFA Institute, Menlo Park, California, United States, 94029
Overview
Business Development Associate / Senior Associate – SF Bay Area Join a growing SF Bay Area wealth management firm. We seek a bright, energetic professional to drive strategic growth and manage sophisticated client relationships. Responsibilities
The Role: You will identify high-impact partnerships, manage complex client discovery, and support the firm’s expansion. Senior-level candidates may also take on strategic leadership and mentorship responsibilities. Requirements
Location: Must be based in the SF Bay Area. Experience: 5+ years in financial services or business development. Education: Undergraduate degree required. Expertise: Experience with UHNW individuals and Family Offices is a major plus.
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Business Development Associate / Senior Associate – SF Bay Area Join a growing SF Bay Area wealth management firm. We seek a bright, energetic professional to drive strategic growth and manage sophisticated client relationships. Responsibilities
The Role: You will identify high-impact partnerships, manage complex client discovery, and support the firm’s expansion. Senior-level candidates may also take on strategic leadership and mentorship responsibilities. Requirements
Location: Must be based in the SF Bay Area. Experience: 5+ years in financial services or business development. Education: Undergraduate degree required. Expertise: Experience with UHNW individuals and Family Offices is a major plus.
#J-18808-Ljbffr