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exciting results.

Business Developer

Reference Number: DW5679
Location: Pittsburgh, Pennsylvania

The Judson Group has partnered with a growing independently held, fee-only wealth and investment management firm in the search for a Business Developer. The Business Developer will be responsible for managing client relationships and networking/business development through new client acquisition. They will also be responsible for consulting clients on how to achieve their investment goals.

Responsibilities:
• Build relationships with prospective clients and work with them on how to achieve their financial goals.
• Strong networking and business development ability through various means including COIs.
• Prepare materials and attend meetings with clients and prospective clients.
• Monitor and analyze reports used for investment performance tracking.
• Work with various firm members to ensure the client’s financial needs are met.

Requirements:
• BA/BS Degree; advanced degree and/or CFP/CFA strongly preferred.
• 5+ years of experience as an investment advisor.
• Demonstrated experience with both individual and institutional clients.
• Self-confident, high entrepreneurial spirit, and enthusiastic.
• Organized and detail oriented while managing and prioritizing multiple tasks simultaneously.
• Able to work under pressure and meet deadlines in a fast-paced, demanding environment.

Compensation:
Competitive compensation, bonus, and benefits package

Location:
Pittsburgh, PA

Ready to take the next step in your career?  Email your resume in MS Word format to solutions@judson-group.com. A search consultant will follow up with you to learn more about your skill set if your skills and experience are determined to be a fit for this opportunity.