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Business Development Officer

Job Details

Chicago, IL - Chicago, IL
Full Time


The Business Development Officer has responsibility for initiating new client relationships and creating brand awareness in the markets served by Savant. This position will work closely with branches in the Schwab Advisor Network (SAN), among other networks, to build and maintain strong relationships, present our value proposition and educate on what is new with Savant.



The Business Development Officer can expect to focus in the following areas:


  • Convert and close assets under management from SAN and other referrals networks into new Savant clients

  • Identify prospective Savant clients or referral sources by educating about and positioning Savant capabilities to generate awareness, deliver solutions and drive new revenue

  • Call on prospects and Centers of Influence to sell the full spectrum of Savant services.

  • Cultivate referrals/leads, generate interest and collaborate with other Savant advisors to close the sale

  • Work with management and/or advisors to establish and execute the appropriate activities, tactics and strategies to generate, identify and pursue new opportunities and successfully close the sale

  • Meet with and educate Savant principals to position the value of Savant capabilities.

  • Assess new business opportunities on a consistent basis

  • Respond to new business inquiries and requests for proposals.

  • Maintain territory and focus lists.

  • Complete timely, accurate and complete sales administration tasks, as determined by the business.

  • Build and maintain strong relationships with branches and referral networks through activity-based measurements.


The Business Development Officer position typically requires the following qualifications:



  • Bachelor’s Degree from an accredited college or university.

  • Minimum 7 years’ experience in investment management and/or Financial Advisor services with demonstrated ability to develop and manage plans and manage client relationships

  • Series 65 License

  • Ability to travel to various markets 50-80% of the time

  • Financial planning/wealth management acumen, judgment, and experience

  • Able to work collaboratively and effectively with other members of the organization, both in management and individual contributors

  • Effective verbal and written communication skills

  • Excellent listening skills

  • Proficiency in MS Word, Excel and Outlook

  • Client first attitude

  • A team player, with strong coaching and leadership skills


Why Join Us?

  • We are a growing firm, with opportunities for future growth and advancement in your role.

  • We offer health, vision, dental, and 401K benefit options for you and your family.

  • We believe in collaboration, innovation, excellence doing what’s right, and helping our team to provide a world class service

  • Our culture is steeped in Savant’s Midwestern roots as described through our corporate values of excellence, integrity, lifelong learning, respect, growth, and servant leadership. We are dedicated to living these values through our relationships with clients, each other, and the greater community. Our core values truly define the Savant way.


Let us help you on your path to your ideal career - apply today!



Collective Wisdom. We're Better Together.


At Savant Wealth Management, we are driven by a purpose to serve our clients with skill, passion, and integrity. Inspired by collaboration, our team craves innovation, commitment to excellence and above all, doing what is right. We are up for any challenge. Since 1986 we have focused on committing to helping clients achieve peace of mind through our collective insight and wisdom.


If you want to be part of a culture that is defined through strong values - Savant is right for you.




The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties, and skills required of the incumbent in this position.


Any combination of equivalent education and work experience will be considered.

Savant Capital, LLC is an Equal Opportunity Employer



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