Job Summary

Summitry is seeking an experienced and driven Business Development Principal (BDP) to join our expanding team. This individual will focus on sourcing, qualifying, and converting high-net-worth individuals and families into long-term clients through multiple acquisition channels (COI and custodian referral partners, marketing initiatives, etc.). The ideal candidate brings a strong track record in financial services sales, demonstrates a high level of professionalism and client empathy, and thrives in both entrepreneurial and team-oriented environments.

Duties and Responsibilities

Build close ties and credibility with COI referral partners who have relationships with high-net-worth individuals and families
Develop new referral channels for business development
Properly qualify marketing-generated prospects and close opportunities, as appropriate
Participate in Schwab Advisor Network, building relationships with Schwab Financial Consultants (FCs) and effectively manage referrals to optimize successful conversions
· Effectively represent Summitry’s investment strategies and financial planning services in prospect meetings, and provide valuable and trustworthy insights and portfolio-related advice tailored to the client’s unique financial goals
Execute Summitry’s defined sales process with discipline, consistently working toward and achieving quarterly and annual business development targets
Manage the transition of new clients to Summitry’s management services, setting clear expectations and ensuring a positive onboarding experience that supports long-term client retention
Partner with the Financial Advisors of the Private Client Group to convey key information on client’s financial situation and objectives
Become an integral part of the BD process, assist the team in continuous improvements, and seek personal and professional growth

Qualifications

5 years of experience in advisory/retail investment sales with proven success and entrepreneurial drive
Bachelor’s degree required; Advanced credentials such as CFP®, CFA®, or progress toward these designations are highly valued
Highly organized; strong attention to detail and ability to effectively manage competing demands
Proven ability to build rapport, uncover financial needs, and close business in a consultative, high-integrity sales environment
Fluent in financial planning concepts and investment strategies, with the ability to clearly articulate RIA differentiation and firm value propositions through consultative sales
Excellent written and verbal communication skills, with the ability to convey complex financial concepts clearly, concisely, and in a manner that resonates with diverse audiences
Able to work independently while contributing collaboratively in a cross-functional, team-oriented environment
Experience with CRM platforms (e.g., Salesforce), Microsoft Outlook/Teams, and virtual meeting tools (e.g., Zoom/Teams)
Must have reliable transportation and flexibility to travel throughout the Bay Area to meet prospects and referral partners

Salary and Benefits

The expected first-year base salary for this position is $150,000. This does not include commissions, which provide additional earning potential.
Actual compensation may vary from posted base salary depending on your confirmed job-related skills and experience.
Medical, dental, and vision coverage, Flexible Spending Account/Health Savings Account and 401K plan
More details:https://summitry.com/careers

https://careers.jobscore.com/careers/summitry/jobs/business-development-principal-dvfMAPYWXbLkB4SsarbSjn?ref=rss&sid=68

Summitry, a registered investment adviser ("RIA") on Aspen Standard Wealth's RIA platform is a growth-oriented Bay Area wealth management firm with $3B in assets, 40+ employees, and over 1,000 clients, offering personalized financial planning and investment strategies, rooted in local insight. Join an innovative and collaborative team, focused on being the most admirable advisory firm helping families thrive through the unique set of opportunities and challenges posed by life in the Bay Area.

Aspen Standard Wealth does not provide investment advisory services and is posting this role on behalf of Summitry.

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Business Development Principal