Business Development Officer

Overview

Central Trust Company provides world class fee-only wealth management solutions, including professional investment management, financial, estate and tax planning services, all free from conflicts of interest. The individual in this position will collaborate closely with a team of professional wealth management advisors to increase our market share in the communities we serve. Central Trust Company is dedicated to delivering legendary client service, while being mindful of our Midwest values and never forgetting our roots, dating back to 1902.

Job Summary

The Business Development Officer (BDO) will work to expand our relationships with bank partners, Centers of Influence, and their own referral networks, with a goal of building strong, trusted connections that result in referrals of quality leads. Through presentations of our services with the help of other Central Trust Company colleagues, the BDO will work to convert prospective client leads into new client relationships. A successful BDO is self-motivated, goal driven, an excellent communicator, and an experienced presenter/public speaker.

Job Duties

• Develop new client relationships for Central Trust Company (CTC)
• Lead prospective client meetings at all phases of the wealth management cycle to discover needs and provide solutions to complex financial issues
• Make presentations to boards, community groups, and other entities regarding the wealth management services offered by Central Trust Company
• Develop relationships with and referrals from employees of The Central Trust Bank
• Develop relationships with and referrals from external sources, such as accountants and attorneys
• Record and track referrals received, as well as prepare and submit a variety of reports
• Report to the Chief Revenue Officer regarding annual sales goals, along with activities and production related to sales goal

Qualifications

Required Qualifications

• Bachelor’s degree, preferably in a related field such as finance, business, or accounting
• CFP® Professional (preferred)
• 5 or more years in the financial services industry with relevant experience in a client-facing role
• Deep understanding of the wealth management needs and preferences of high-net-worth clients
• Demonstrated ability to analyze, present, and deliver tailored solutions to complex financial planning and wealth management needs
• Ability to perform highly detailed work with a great degree of accuracy
• Strategic thinker with a creative mindset, capable of identifying and capitalizing on market opportunities
• Excellent communication and effective relationship development skills
• Extensive sales and client service experience