Business Development Officer

Location: Field and Office-Based – Target regions across MetroWest Boston, Southern NH,

Coastal Maine, and Cape Cod

Reports to: Managing Principal

About Argonautica Private Wealth Management, Inc.

Argonautica Private Wealth Management is a SEC-registered investment advisor serving a select group of high-net-worth and ultra-high-net-worth individuals and families. Our approach is grounded in disciplined investment management, thoughtful planning, and long-term client relationships built on trust and discretion.

We are intentionally focused on quality over scale—partnering with clients whose complexity and expectations demand a high level of expertise and personalization.

The Opportunity

We are seeking a seasoned Business Development Officer to lead new client acquisition. This senior, highly autonomous, and entrepreneurial role focuses on sourcing, cultivating, and closing relationships with high-net-worth individuals and families with $5MM in net worth.

This is a pure business-building role with substantial economic upside tied directly to results. The right candidate will view this as an opportunity to build a meaningful revenue stream within a firm positioned for long-term growth.

The ideal candidate brings a deep understanding of the wealth management industry, a proven ability to attract new clients to the firm, and, ideally, an established network within our target markets. This role is best suited for a motivated self-starter who thrives in a performance-driven environment and maintains a strong focus on results.

The successful candidate will play a central role throughout the client lifecycle—from initial outreach and business development to long-term relationship management after onboarding.

Key Responsibilities

• Prospect & Originate New Business

⸰ Identify, target, and engage high-net-worth individuals and families with $5MM in net worth

across target markets

⸰ Develop and execute personal business development strategies across MetroWest Boston,

Southern NH, Coastal Maine, and Cape Cod

• Relationship Development

⸰ Build and maintain a robust pipeline of qualified prospects

⸰ Leverage centers of influence (attorneys, CPAs, consultants, etc.) for referrals

• Client Acquisition

⸰ Lead discovery conversations, present firm capabilities, and close new client relationships

⸰ Effectively communicate the firm’s value proposition, investment philosophy, and service model

• Build Long-Term Client Relationships

⸰ Develop trusted, long-term client relationships by maintaining regular communication,

responsiveness, and a high level of service throughout the relationship lifecycle

• Serve as Lead Relationship Manager

⸰ Following onboarding, serve as the primary relationship manager for clients introduced to the firm,

coordinating with internal advisory and investment teams to deliver exceptional client experience

• Deepen Client Relationships

⸰ Maintain ongoing engagement with clients to identify evolving needs, strengthen relationships,

and support long-term asset retention and growth

• Market Presence

⸰ Represent the firm at events, networking functions, community engagements, and direct outreach

efforts

⸰ Maintain strong visibility in target geographies

• Collaboration

⸰ Partner with internal investment and advisory teams to ensure a seamless, high-quality onboarding

experience

⸰ Provide feedback on market trends and feedback on client needs

Candidate Profile

• Experience, Education/ Qualifications:

⸰ Bachelor’s Degree (or equivalent experience) in business, finance, economics, or related fields

⸰ Series 65 or advanced designation such as CFA or CIMA

⸰ 10 years in a client-facing, revenue-generating role such as:

– Financial Advisor / Wealth Advisor

– Business Development / Marketing within financial services

– Insurance, Pharmaceutical, or other high-performance consultative sales

•  Industry Knowledge:

⸰ Strong understanding of wealth management, investment advisory services, and client needs at the

high-net-worth level

• Proven Track Record:

⸰ Demonstrated success in bringing in new clients

⸰ Ability to consistently meet or exceed investment advisory revenue targets

• Network:

⸰ Existing relationships or strong familiarity with target market regions is a plus (MetroWest Boston,

Southern NH, Coastal Maine, and Cape Cod)

• Skills & Attributes:

⸰ Exceptional interpersonal and communication skills

⸰ Highly self-motivated and entrepreneurial mindset

⸰ Strong closing ability and persistence

⸰ Ability to operate independently in a remote, field-based role

Compensation

• Base Salary
• Variable Compensation:

⸰ Competitive compensation tied to:

– New client retained revenue generated from investment advisory fees

• Other Compensation

⸰ Compensation tied to:

– New and closed strategic partnerships

• Upside: Substantial earning potential for high performers

Work Structure

• Filed and office-based presence, extensive time spent in the field meeting with prospects and referral sources, and building relationships
• Schedule driven by business development activity and client engagement
• High degree of autonomy with clear expectations for results and rewards

Who This Role Is For

This role is ideal for a seasoned producer who:

• Prefers uncapped earning potential over fixed-based salary
• Enjoys the hunt and thrives on closing new business
• Has confidence in their ability to build a book of high-value client relationships
• Values long-term relationship building in addition to new business development
• Enjoy acting as a trusted advisor and primary point of contact for clients over time