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Business Development Officer

Company: Coda Search
Location: Newport Beach
Posted on: February 19, 2021

Job Description:

The BDO is responsible for the creation of new business with high net worth individuals, family offices, endowments and foundations. Working closely with Relationship Managers, Investment and Wealth Specialist and other sales professionals to orchestrate activities to achieve business development strategies.Contribute to the growth of new revenues through the acquisition of new clients who have sophisticated financial needs, are people of influence or who require complex financial solutions through appropriate business development activities.

Keywords: Coda Search, Newport Beach , Business Development Officer, Other , Newport Beach, California

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