Wealth Management Business Development Officer
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Herring Bank
US
Summary
The Business Development Officer will drive new fee revenue by developing strategic sales plans and generating client relationships across investment management and trust services. They will collaborate with internal banking teams and external centers of influence to expand the bank's wealth platform and institutional solutions.
Job Description
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.
Herring Bank is a relationship-driven local bank with a legacy that dates back to 1899. Headquartered in Amarillo, Texas, we’ve spent more than 125 years building our reputation the right way—through strong relationships, not account numbers.
Today, we serve individuals, businesses, and institutions across all 50 states, offering personal banking, business banking, and mortgage solutions—including personal loans, auto and RV financing through dealership partnerships, and mortgage lending and refinancing—designed to support long-term success. While our physical locations span Texas, Oklahoma, and Colorado, our reach extends nationwide—making it easy to open and manage accounts wherever you are.
What sets Herring Bank apart is the depth and diversity of the industries we serve. From small businesses and commercial clients to specialized sectors like higher education and fintech, we bring experience, flexibility, and a solutions-oriented approach to every relationship. Since 2007, colleges and universities have trusted our campus banking products, supporting more than 2 million students nationwide.
As an FDIC-insured institution and a Mastercard principal member, we combine the strength and stability of a traditional bank with the innovation and partnerships needed to compete in a rapidly evolving financial landscape.
At our core, we believe access matters. We give our customers access to the financial tools, guidance, and solutions they need to move forward—and in return, we’re trusted with what matters most: their goals, their capital, and their future.
That’s why banking with Herring Bank feels personal. We take the time to understand each customer’s story, remove barriers, and deliver clear, reliable expertise—so they can move forward with confidence and build relationships that last.
NMLS# 415783 | Member FDIC | Customer Service 1-866-348-3435
Founded
1899
Company size
201-500 employees
Industry
Banking
Org type
Privately Held
Headquarters
Amarillo, Texas
Herring Bank is a relationship-driven local bank with a legacy that dates back to 1899. Headquartered in Amarillo, Texas, we’ve spent more than 125 years building our reputation the right way—through strong relationships, not account numbers.
Today, we serve individuals, businesses, and institutions across all 50 states, offering personal banking, business banking, and mortgage solutions—including personal loans, auto and RV financing through dealership partnerships, and mortgage lending and refinancing—designed to support long-term success. While our physical locations span Texas, Oklahoma, and Colorado, our reach extends nationwide—making it easy to open and manage accounts wherever you are.
What sets Herring Bank apart is the depth and diversity of the industries we serve. From small businesses and commercial clients to specialized sectors like higher education and fintech, we bring experience, flexibility, and a solutions-oriented approach to every relationship. Since 2007, colleges and universities have trusted our campus banking products, supporting more than 2 million students nationwide.
As an FDIC-insured institution and a Mastercard principal member, we combine the strength and stability of a traditional bank with the innovation and partnerships needed to compete in a rapidly evolving financial landscape.
At our core, we believe access matters. We give our customers access to the financial tools, guidance, and solutions they need to move forward—and in return, we’re trusted with what matters most: their goals, their capital, and their future.
That’s why banking with Herring Bank feels personal. We take the time to understand each customer’s story, remove barriers, and deliver clear, reliable expertise—so they can move forward with confidence and build relationships that last.
NMLS# 415783 | Member FDIC | Customer Service 1-866-348-3435
Founded
1899
Company size
201-500 employees
Industry
Banking
Org type
Privately Held
Headquarters
Amarillo, Texas
