Senior Wealth BD Principal - Bay Area GrowthClaire Myers Consulting • San Francisco, CA, US

Senior Wealth BD Principal - Bay Area Growth

Claire Myers Consulting • San Francisco, CA, US

2 days ago

Job type

Full-time

Job description

A leading financial advisory firm in California is seeking a Business Development Principal to source and convert high-net-worth individuals into long-term clients. Candidates should possess strong consultative sales skills, over 5 years in financial services, and relevant qualifications like CFP or CFA. This position, which offers a base salary of $150,000 plus commission, requires local travel and strong communication skills.

J-18808-Ljbffr

Create a job alert for this search

Senior Bay Area • San Francisco, CA, US

Related jobs

Business Development Director - Bay Area

Porton Pharma Solutions Ltd. • San Mateo, CA, United States

Full-time

The position level varies from Associate Director to Director, determined by the candidate's background and qualification. West Coast - Preferred locations : Bay Area.Experience in business developme...Show more

Last updated: 30+ days ago • Promoted

Biotech Business Development Director - ADC / CMC (Bay Area)

WuXi XDC • San Francisco, CA, US

Full-time

A leading biopharmaceutical company is seeking a Business Development Director in the San Francisco Bay Area.The candidate will identify and establish new clients within the biotech sector to grow ...Show more

Last updated: 1 hour ago • Promoted • New!

Director, Business Development

Summit Therapeutics Sub, Inc. • Menlo Park, CA, United States

Full-time

Career Opportunities with Summit Therapeutics Sub, Inc.Careers At Summit Therapeutics Sub, Inc.Current job opportunities are posted here as they become available. Location : On-Site 4 days per week a...Show more

Last updated: 30+ days ago • Promoted

Associate AD, Business Development (5173U), Intercollegiate Athletics - #82281

University of California-Berkeley • Berkeley, CA, United States

Full-time +1

At the University of California, Berkeley, we are dedicated to fostering a community where everyone feels welcome and can thrive. Our culture of openness, freedom and belonging make it a special pla...Show more

Last updated: 13 days ago • Promoted

Pathways Fellow

University of California - San Francisco Campus and Health • Richmond, CA, United States

Temporary

The Pathways Fellowship is a paid 13-month.Pathways Fellows will work at California local health department host sites in a variety of roles where they will improve their public health skills and d...Show more

Last updated: 30+ days ago • Promoted

Senior Private Banker - Wealth Planning & Growth

JPMorgan Chase & Co. • San Francisco, CA, US

Full-time

An established industry player is seeking a Private Banker to join their U.Private Bank team in San Francisco.In this role, you will leverage your financial expertise to advise families on building...Show more

Last updated: 23 hours ago • Promoted

Wealth Management Product and Program Strategy Mgr

City National Bank • San Francisco, CA, US

Full-time

Wealth Management Product and Program Strategy Mgr Join to apply for the Wealth Management Product and Program Strategy Mgr role at City National Bank WEALTH MANAGEMENT PRODUCT AND PROGRAM STRA...Show more

Last updated: 30+ days ago • Promoted

Remote Growth Leader for Home & Mortgage Partnerships

NerdWallet, Inc • San Francisco, CA, US

Remote

Full-time

A leading financial services platform is seeking a Business Development Lead for its Home & Mortgage vertical.You will shape partnership strategy, optimize performance, and work closely with cr...Show more

Last updated: 2 days ago • Promoted

Lead, Corporate Partnerships, Bay Area

The / Nudge Institute • San Francisco, CA, US

Full-time

Talent Acquisition Specialist | People & Culture About The / Nudge.The / Nudge is an action institute building resilient livelihoods to alleviate poverty. We work with women, farmers, tribals and yo...Show more

Last updated: 23 hours ago • Promoted

Director, Portfolio Strategy

Summit Therapeutics, Inc. • Menlo Park, CA, US

Full-time

Menlo Park, CA, Princeton, NJ or Miami, FL onsite.Ivonescimab, known as SMT112, is a novel, potential first-in-class investigational bispecific antibody combining the effects of immunotherapy via a...Show more

Last updated: 9 days ago • Promoted

Strategic Partnerships Director | Remote / Hybrid

Prellis Biologics, Inc. • Berkeley, CA, US

Remote

Full-time

A pre-IPO biotech company is seeking a Business Development Director / Senior Director to lead strategic initiatives in partner evaluation and market research. The ideal candidate has significant expe...Show more

Last updated: 23 hours ago • Promoted

Associate Director (4575C), Haas School of Business - 82664

InsideHigherEd • Berkeley, California, United States

Full-time +1

Associate Director (4575C), Haas School of Business - 82664.At the University of California, Berkeley, we are dedicated to fostering a community where everyone feels welcome and can thrive.Our cult...Show more

Last updated: 3 days ago • Promoted

Strategic Business Development Principal, Western US

Monograph • San Francisco, CA, US

Full-time

Via is using technology to transform transportation around the world.From changing a single person's daily commute to reducing humanity's collective environmental footprint — we've got huge goals.A...Show more

Last updated: 9 days ago • Promoted

Senior Private Wealth Advisor, Practice Lead (Personal Strategy) - Bay Area

Empower Retirement • San Francisco, CA, United States

Full-time

Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career...Show more

Last updated: 9 days ago • Promoted

Experienced Business Development Representative BDC

Albany Subaru • Albany, CA, United States

Full-time

Experienced Business Development Representative BDC.Are you looking for a professional environment that rewards those with strong work ethics? Do you enjoy working with customers to ensure great se...Show more

Last updated: 10 days ago • Promoted

Philanthropy Growth Lead : DAF & High‑Net‑Worth Engagement

The Jewish Federations of North America • San Francisco, CA, United States

Full-time

A prominent philanthropic organization in California seeks a Senior Manager, Philanthropic Growth to develop relationships with high-potential individuals. This role involves leading donor-advised f...Show more

Last updated: 6 days ago • Promoted

SVB - Senior Sales Strategy & Operations Partner - Startup Banking

First Citizens Bank • San Francisco, CA, US

Full-time

This is a hybrid role with the expectation that time working will regularly take place inside and outside of a company office. Together, Silicon Valley Bank and First Citizens offer you the strength...Show more

Last updated: 30+ days ago • Promoted

Business Development Representative (BDR) - Agentic AI

C3 AI • Redwood City, CA, United States

Full-time

C3 AI (NYSE : AI), is the Enterprise AI application software company.C3 AI delivers a family of fully integrated products including the C3 Agentic AI Platform, an end-to-end platform for developing,...Show more

Last updated: 30+ days ago • Promoted