Strategic BD Associate — Financial Services
Listed on 2026-11-04
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Sales
Business Development, Business Administration, Client Relationship Management, Banking & Finance
Cerity Partners is seeking a Business Development Associate to support regional BDOs in Custodial Referral Programs and maintain pipeline momentum. The role focuses on coordinating branch meetings, handling FC inquiries, and propelling opportunities forward while BDOs are in the field.
You will help collect proposal materials, monitor onboarding with servicing advisors, and qualify opportunities to arrange introductory meetings between BDOs, FCs, or clients.
Join us at Cerity Partners Management LLC as our next Strategic BD Associate — Financial Services in Odessa, TX, United States.
Full responsibilities and requirements are described in the listing above.
Learn more about the Strategic BD Associate — Financial Services role in the description above.
We appreciate your interest in this position.
Join Cerity Partners Management LLC and contribute to our ongoing work.
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