Client Development Associate

Client Development Associate

Location: Atlanta, GA (Hybrid)

Company: Benzor Capital Wealth

About Benzor Capital Wealth

Benzor Capital Wealth (BCW) is a modern wealth management and advisory firm built around one core belief: changing our clients’ worlds through financial freedom. We partner with high-net-worth individuals, families, and business owners to create clarity, confidence, and long-term impact in every aspect of their financial lives.

As a rapidly growing firm, we are expanding our reach and looking for driven professionals who want to make a meaningful impact—both for our clients and their own careers.

Position Overview

We are seeking a motivated and relationship-oriented Client Development Associate to join our team. This individual will play a key role in driving BCW’s growth through proactive lead generation, strategic networking, and the management of referral relationships.

You’ll represent Benzor Capital Wealth in the marketplace, develop and maintain partnerships with Centers of Influence, and help guide prospective clients through the discovery process. This is a unique opportunity to grow alongside a high-performance team in a firm that rewards initiative, collaboration, and results.

Key Responsibilities

• Lead Generation: Identify and qualify prospective clients aligned with BCW’s target profile through research, outreach, and referrals.
• Prospecting & Networking: Engage directly with potential clients and professional partners through personalized outreach, events, and relationship-building initiatives. Represent BCW in the community to enhance brand visibility and foster meaningful connections that align with our mission and growth goals.
• Referral Pipeline Management: Cultivate and manage relationships with Centers of Influence across diverse industries to support a consistent and well-managed referral pipeline.
• Discovery Meetings: Coordinate and participate in discovery meetings to uncover prospective clients’ goals, priorities, and financial planning needs.
• Collaboration & Reporting: Partner with BCW’s leadership and advisory teams to track business development activity, manage CRM data, and contribute to firm-wide growth initiatives.

Qualifications

• 1 years of experience in business development, financial services, or a client-facing sales role.
• Excellent communication, interpersonal, and presentation skills.
• Entrepreneurial mindset with the ability to work both independently and collaboratively.
• Professional demeanor and integrity in representing the BCW brand.
• Familiarity with CRM platforms and digital outreach tools preferred.
• Strong desire to grow within a high-performing, high-growth firm.

Why Join Benzor Capital Wealth

• Growth Opportunity: Be part of a firm experiencing significant expansion, with clear pathways for professional advancement.
• Mission-Driven Impact: Help drive our mission of changing our clients’ worlds through financial freedom.
• Tech-Forward Innovation: Join a firm that embraces technology and innovation to drive meaningful change in the financial services sector. We are focused on creating long-term partnerships with our clients—built to last for decades to come.
• Collaborative Culture: Join a high-performing team that values initiative, creativity, and shared success.
• Professional Development: Gain mentorship, industry insight, and exposure to advanced wealth management and relationship strategies.

Compensation

• Competitive base salary with performance-based incentives.
• Opportunity for increased responsibility and advancement as the firm grows.
• Flexible work environment with a hybrid schedule.