Business Development Executive - Wealth Management

Job Description

Job Description

Salary :

Stevens Foster, a respected independent wealth management firm, is seeking aBusiness Development Executive to lead our next phase of growth. In this entrepreneurial, field-based role, youll cultivate new relationships with corporate executives and high-net-worth families, expand our referral network, and connect prospective clients with our advisory team. If youre motivated by autonomy, credibility, and long-term client impact, this opportunity is for you.

The Opportunity

As the

Business Development Executive at Stevens Foster, youll be the firms dedicated growth leader identifying, cultivating, and converting new client opportunities. Youll represent our integrated wealth platform, where tax, planning, and investment professionals collaborate to deliver a seamless experience for every client.

This is a hands-on, relationship-driven position. Youll spend much of your time out in the field engaging with executives, centers of influence, and community networks to introduce new clients to Stevens Foster. Once relationships are established, youll partner with our advisory and planning teams to ensure a smooth onboarding and long-term success.

What Youll Do

• Build and execute a business development plan focused on high-net-worth and executive clients.
• Develop referral partnerships with attorneys, accountants, and centers of influence.
• Generate and qualify leads through networking, targeted outreach, and community events.
• Partner with advisors to deliver a seamless transition from prospect to client.
• Track outreach, pipeline, and conversion metrics in CRM; report results to firm leadership.
• Represent Stevens Foster at professional, philanthropic, and industry gatherings.

What You Bring

Why Join Stevens Foster

Compensation & Benefits

This position offers a competitive base salary with a performance-based bonus or incentive structure. In addition, Stevens Foster provides a comprehensive benefits package designed to support your overall well-being and financial security, including :

About Stevens Foster

Stevens Foster is an independent Registered Investment Advisory firm serving high-net-worth families and corporate executives. We offer integrated wealth management that combines financial planning, investment strategy, and tax expertise to help clients simplify complexity and achieve long-term security.

Our culture is grounded in integrity, collaboration, and personal accountability and we extend that same care to our employees. Here, talented professionals have the freedom to innovate, grow, and build lasting relationships that matter.

Equal Opportunity Employer

Stevens Foster values diversity and provides equal opportunity for all employees and applicants.