Wealth Management Business Development Officer

Benefits:

401(k)

401(k) matching

Bonus based on performance

Dental insurance

Health insurance

Paid time off

Vision insurance

About the Role
Herring Bank is seeking an entrepreneurial, revenue-driven Business Development Officer (BDO) to help expand our Wealth Management and Trust Services platform.

This is a production-focused role designed for a high-performing professional who thrives in a growth environment. The BDO will drive new fee revenue across investment management, trust services, liquidity solutions, retirement plans, and related bank products through both self-sourced relationships and internal partnerships.

This is an opportunity to build something meaningful within a growing community bank while playing a direct role in shaping the future of our wealth platform.

What You’ll Do
• Develop and execute a strategic sales plan focused on revenue growth.
• Generate new client relationships across investment management, trust, and institutional solutions.
• Identify and pursue opportunities with high-net-worth individuals, business owners, institutions, and specialty pools.
• Build and maintain relationships with centers of influence (CPAs, attorneys, consultants).
• Partner with commercial and retail banking teams to strengthen referral pipelines.
• Collaborate with Trust, Investment, Capital Markets, and Operations teams to structure client solutions.
• Contribute to the expansion of liquidity, retirement, and enhanced cash product offerings.
• Manage and grow an existing or transferable portfolio, where applicable.
• Support the continued growth and scalability of the Bank’s wealth platform.

What You’ll Bring
• 5+ years of experience in wealth management, trust services, investment advisory, or institutional sales. 
• Demonstrated success sourcing and closing new revenue-producing relationships. 
• Strong professional network and market presence. 
• Experience working across multiple financial product lines is preferred. 
• Securities licensing required or ability to obtain. 
• CFP®, CTFA, or similar credentials preferred. 
• Entrepreneurial mindset with a strong drive for performance and measurable results. 

This is a remote position; however, we have a strong preference for candidates located in the DFW, Houston, or Colorado Springs markets.