
location_on1536, East 77th Street, Florence-Firestone, Firestone Park, Los Angeles County, California, 90001, United States
The Business Development Specialist serves as a strategic partner to Senior Business Development Officers (BDOs), focusing on cultivating new client relationships through established channels of influence, including CPAs, trust attorneys, and pension administrators. This role is designed to expand the firm's reach by researching and creating new networking opportunities while simultaneously growing the Specialist's own professional network.
Working in tandem with BDOs, the Specialist helps craft and execute sales strategies, communicates the firm's messaging to centers of influence, reviews prospective client portfolios, and manages the creation of marketing materials and events. A core component of this position is a structured mentorship program where the Specialist is trained by BDOs in the firm's investment methodology, messaging, and business development approaches. The role is built with a clear growth trajectory, with the expectation that successful Specialists will eventually be promoted to a BDO position within the firm.
Work model: On-site
1536, East 77th Street, Florence-Firestone, Firestone Park, Los Angeles County, California, 90001, United States
Firestone Park, California
Education: Bachelors degree required.
CFP designation, existing relationships with centers of influence
In LA, you have numerous wealth management firms to choose from. We’re quite different from most of them. Since we established Westmount in 1990, our vision has been clear. Be an incubator for innovative thinking, whether that’s being one of the earliest firms to adopt a business model that puts clients’ interests first, embracing alternative investments like real estate and private debt, or providing leading-edge financial planning. There’s something else: our people. Westmount strives to be a magnet for the top young talent in wealth management by providing thoughtful mentoring, a supportive environment for growth and the freedom to pursue fresh new ideas on behalf of our clients. That mindset has allowed us to assemble one of the sharpest, most dynamic advisory teams in LA. Ultimately, our goal is to be LA’s “go to” firm. So far, so good. Our clients represent a broad cross-section of the city’s most successful people. Our exceptional team continues to grow. If what we’re about speaks to you, we should talk.
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