Business Development Officer (Custodian Referral Programs)

Position Summary:
Cerity Partners is seeking a dynamic and relationship-driven Business Development Officer (BDO) to drive growth through the Charles Schwab and Fidelity Custodian Referral Programs. This individual will represent Cerity Partners in local custodian branches, develop strategic relationships with financial consultants, and generate qualified leads by effectively communicating the Cerity Partners value proposition.

Primary Responsibilities:

Serve as the primary liaison between Cerity Partners and assigned Schwab/Fidelity branches.

Build and maintain strong relationships with financial consultants and branch leadership.

Communicate Cerity Partners story, service offering, and competitive differentiators in a compelling and consultative manner.

Conduct regular in-branch meetings, presentations, and lunch-and-learns to drive awareness and referrals.

Identify, track, and follow up on referral opportunities to support new client acquisition goals.

Collaborate with internal wealth management teams to ensure seamless prospect onboarding.

Maintain accurate activity and pipeline reporting in CRM systems.

Provide ongoing feedback to leadership on referral trends, program effectiveness, and branch engagement strategies.

Required Qualifications:

Bachelors degree in business, finance, marketing, or related field.

5+ years of experience in financial services, business development, or relationship management.

Proven track record of generating leads and building partnerships within custodian networks preferred.

Exceptional interpersonal, presentation, and communication skills.

Self-starter with strong organizational skills and the ability to manage multiple branch relationships simultaneously.

Familiarity with RIA models and high-net-worth client services is a plus.

Why Cerity Partners :

Our people drive our success by working together to deliver exceptional service to our clients. Below is a glimpse of the key elements of our total rewards package:

Health, dental, and vision insurance day 1!

401(k) savings and investment plan options with 4% match

Flexible PTO policy

Parental Leave

Financial assistance for advanced education and professional designations

Opportunity to give back time to local communities

Commuter benefits

Cerity Partners is committed to providing an environment where all individuals can be their authentic selves. We are an Equal Opportunity Employer who respects each individual and supports the diverse cultures, perspectives, and experiences of our colleagues. We are dedicated to building an inclusive and diverse workforce and will not discriminate based on race, religion, national origin, sex, sexual orientation, age, veteran status, disability status, or any other applicable characteristics protected by law.

Cerity Partners is committed to working with and providing accommodations to applicants with disabilities or special needs. For those needing accommodations, please reach out to careers@ceritypartners.com. Applicants must be authorized to work for any employer in the U.S.