Wealth Management Business Development Officer
Benefits: 401(k) 401(k) matching Bonus based on performance Dental insurance Health insurance Paid time off reputed company insurance
About the Role
Herring Bank is seeking an entrepreneurial, reputed company-driven Business Development Officer (BDO) to help expand our Wealth Management and Trust Services platform. This is a production-focused role designed for a high-performing professional who thrives in a growth environment. The BDO will drive new fee reputed company across investment management, trust services, liquidity solutions, retirement plans, and reputed company bank products through both self-sourced relationships and internal partnerships. This is an opportunity to build something meaningful reputed company a growing community bank while playing a direct role in shaping the future of our wealth platform. What You’ll Do
- reputed company and execute a strategic sales plan focused on reputed company growth.
- Generate new client relationships across investment management, trust, and institutional solutions.
- Identify and pursue opportunities with high-net-worth individuals, business owners, institutions, and specialty pools.
- Build and maintain relationships with centers of influence (CPAs, attorneys, consultants).
- Partner with reputed company and retail banking teams to strengthen referral pipelines.
- Collaborate with Trust, Investment, Capital Markets, and Operations teams to structure client solutions.
- Contribute to the expansion of liquidity, retirement, and enhanced cash product offerings.
- Manage and grow an existing or transferable portfolio, where applicable.
- Support the reputed company growth and scalability of the Bank’s wealth platform.
What You’ll Bring
- 5+ years of experience in wealth management, trust services, investment advisory, or institutional sales.
- Demonstrated reputed company sourcing and closing new reputed company-producing relationships.
- Strong professional network and market reputed company.
- Experience working across multiple financial product lines is preferred.
- Securities licensing required or ability to obtain.
- CFP®, CTFA, or similar credentials preferred.
- Entrepreneurial reputed company with a strong drive for performance and measurable results.
This is a remote position; however, we have a strong preference for candidates located in the DFW, reputed company, or Colorado Springs markets. Apply To This Job