ABOUT HARRISON FINANCIAL SERVICES

At Harrison Financial Services, we help families build a better life, legacy, and community. We serve as trusted partners to business owners, executives, and multigenerational families, offering sophisticated financial planning, investment advisory, risk management, and legacy strategies. Our team combines deep technical expertise with a values-driven approach, delivering clarity and confidence to clients navigating complex financial decisions.
Learn more at hfs.nm.com

POSITION SUMMARY

The Business Development Officer (BDO) is a client-facing sales and relationship leader responsible for generating and closing new business opportunities. This is a high-impact role focused on driving revenue, onboarding right-fit clients, and expanding the firm’s reach through professional relationships, targeted outreach, and event-based engagement.
This is not just a lead generation role—it’s for someone who knows how to drive opportunities across the finish line. The ideal candidate is a strategic prospector and confident closer who thrives in relationship-driven environments and understands how to advance conversations into long-term partnerships. You’ll work closely with firm leadership, relationship managers, and planners to ensure seamless onboarding and long-term alignment for each client you bring in.

Revenue Generation & Sales Ownership
· Manage the full sales cycle—from prospecting and discovery to commitment and onboarding
· Convert qualified opportunities into clients through clear communication, solution-oriented engagement, and timely follow-up
· Leverage the firm’s branded materials, presentations, and planning tools to guide prospects toward informed decisions
· Maintain responsibility for both activity and revenue outcomes
Client Development & Strategic Outreach
· Build and maintain a qualified pipeline through:
o Warm leads from internal team and marketing efforts
o Personal network development
o Event-based engagement and follow-up
o Introductions from COIs
· Prioritize high-opportunity segments such as:
o Business owners preparing for liquidity or succession
o Families in need of multi-family office (MFO) style planning
o Clients seeking fixed-fee planning, insurance strategies, or AUM-based services
COI & Strategic Partnership Management
· Manage a portfolio of 25–35 active referral partners across legal, tax, banking, and advisory professions
· Conduct 10+ COI meetings per month, nurturing long-term trust and generating qualified introductions
· Track referrals and maintain visibility on their progress through the pipeline
· Identify high-performing relationships and invest in deepening those connections
CRM & Pipeline Management
· Own and manage the sales pipeline in CRM, ensuring every opportunity is tracked and advanced consistently
· Maintain clean, real-time records of activity, status, and outcomes
· Provide regular pipeline updates to leadership, highlighting opportunities, risks, and conversion trends
Event & Community Engagement
· Plan and lead 1 strategically themed event per quarter to engage prospects and partners
· Maintain an active calendar of external events, conferences, and community engagements
· Represent HFS at key philanthropic, business, and industry events to build visibility and expand networks