Business Development Officer

About Composition

At Composition Wealth, we are a dedicated team of financial professionals committed to providing comprehensive wealth management services to our clients while seeking sustainable growth. We value integrity, excellence, and nimbleness. We are seeking a skilled and detail-oriented Business Development Officer to join our growing team.

About the Role

As a Business Development Officer, you’ll play a central role in identifying, sourcing, qualifying, and converting new client opportunities. Reporting directly to the Director of Growth & Advisor Development, you’ll act as a force multiplier for our advisors—generating leads, forging COI partnerships, and managing a disciplined sales pipeline. This role blends relationship-building, consultative selling, and sales execution in a high-trust, white-glove environment.

Responsibilities

Partnership & Networking

• Produce and cultivate relationships with centers of influence (COIs) including estate attorneys, CPAs, business managers, and private bankers.
• Represent the firm at high-impact networking functions, affinity group gatherings, and community events.
• Host or co-host firm events (educational or social) to attract and engage prospective clients.

New Business Acquisition

• Build and manage a robust pipeline of qualified leads through inbound, outbound, and referral sources.
• Maintain rigorous CRM hygiene and pipeline visibility via Salesforce.
• Facilitate smooth handoffs to Advisors post-conversion, ensuring a high-trust transition.
• Own the prospecting and pre-discovery process in partnership with Advisors.

Sales Strategy & Execution

• Collaborate with the Marketing team to convert leads from events, campaigns, digital efforts, and third-party platforms.
• Participate in or lead client discovery meetings, showcasing firm capabilities, planning philosophies, and value proposition.

Market Development

• Analyze local market trends and identify niche opportunities in LA’s diverse wealth landscape.
• Assist in launching regional or vertical-specific campaigns (e.g. tech professionals, founders, entertainers, physicians).

Desired Skills and Experience

• 5 - 7 years of sales representative or channel management experience
• Undergraduate degree required; finance, marketing or business preferred
• Series 65 (or equivalent) or ability to obtain within 90 days of hire
• Excellent written and oral communication skills
• Executive presence with the ability to confidently engage senior stakeholders, represent the firm with polish, and instill trust across diverse client and COI audiences
• Demonstrated aptitude for consultative sales and building mutually beneficial relationships
• Possesses business maturity and demonstrates behavior consistent with Composition’s values
• Demonstrated ability to be a self-starter, work independently and accomplish goals with minimal direction and supervision
• Professional, assertive, and effective in understanding client needs and communicating client benefits
• Demonstrated ability to effectively execute a business development/marketing strategy to meet defined client and revenue goals
• Expected to be current with industry trends, terminology and concepts
• Proficiency in Microsoft Office Suite products (Word, Excel, PowerPoint) and Salesforce

Working at Composition

• A dedicated support ecosystem including estate strategy, investment management, client service, and compliance administration.
• We are an advisor-built firm with incredibly talented people, an authentic culture, and a fast-growing business.
• Our world class culture is our top priority, offering perks such as fitness classes, internal and networking events, continuing education support, and much more.
• We built our firm to put our clients’ best interests first and always. Our advisors and professionals are committed to providing thoughtful, independent advice to high-net-worth and ultra-high-net-worth clients, businesses, and institutions.
• In addition to being part of a fast-paced, entrepreneurial environment, Composition Wealth provides the following benefits:

-Competitive compensation structure

-401(k) Plan

-Employer health savings account

-Medical & vision insurance

-Continuing education support

-Salary range for this role: $175,000-$225,000

Composition Wealth is passionate about our people. We invest a ton of time, energy and resources in our people and they are genuinely excited to come to work on Monday morning. Composition Wealth does not provide immigration-related sponsorship (e.g., H-1B, TN, STEM OPT, etc.) for this role.

Let’s compose success together.