About this role
Business Development Officer at Ceritypartners. Location: New York City or Boston or Saratoga Springs or West Conshohocken. Role: engaging prospects, managing relationships, tracking pipeline Requirements: Bachelor's degree in Business/Finance (required), 5+ years business development/sales in financial services, FINRA Series registrations, CFP/CFA preferred, strong communication and relationship management skills. Category: Business Development Seniority: Senior Level Certifications: series 7, series 66, series 63, series 65, cfp, cfa Commitment: Full Time Workplace: Hybrid Languages: English