Overview

Our client is seeking a Business Development Manager with legal training and wealth planning experience to drive new client relationships and business growth in the international trust, estate planning, and wealth structuring space.

Based in Miami, a major hub for Latin American private wealth, the successful candidate will act as the primary relationship builder and market-facing representative of the firm, working closely with lawyers, private bankers, and professional advisors who influence high-net-worth clients seeking trust and corporate structuring solutions.

This role requires someone who can step in and generate business quickly, leveraging existing professional relationships and a proven track record in trust, wealth planning, or private banking environments. The successful candidate will already be active in the Miami advisory ecosystem and capable of transferring and expanding relationships from previous roles.

The Business Development Manager will work closely with internal service teams globally (e.g., US, UK, and other jurisdictions) to structure solutions for clients.

Key Responsibilities

Draw on your previous experience within professional services (preferably law) to develop and expand business opportunities within the international trust, estate planning, and wealth structuring market.
Build and maintain relationships with key influencers and referral sources, including:

Private client lawyers
Private bankers
Wealth planners
Family offices
Tax advisors

Serve as the primary point of contact and "face of the firm" when professional advisors evaluate trust companies for their clients.
Present and position the firm's trust and corporate structuring services when advisors are selecting between multiple trust providers.
Work with referring advisors to structure trust and wealth planning solutions for high-net-worth individuals and families.
Act as the liaison between advisors and internal teams across global service offices to deliver appropriate client solutions.
Identify opportunities within the Miami market and other key Latin American private banking hubs, including Houston.
Represent the firm at industry events, conferences, and professional gatherings to strengthen market visibility.
Maintain deep knowledge of the competitive landscape, including other trust companies and wealth structuring providers operating in the region.
Consistently generate new business to meet revenue expectations and support the firm's long-term growth strategy.

Candidate Profile

The ideal candidate is a commercially driven legal professional with strong industry relationships and the motivation to build business in a competitive and complex environment.

Required Experience

Qualified lawyer with experience in international estate planning, tax structuring, or private client advisory.
Prior experience in one or more of the following environments:

Trust companies
Private banks
Wealth planning or family office advisory
International private client law practices

Proven ability to develop business and manage professional referral networks.
Demonstrated experience working with high-net-worth individuals and families, particularly in cross-border contexts involving Latin America.
Ability to enter the role with an established network of contacts and begin generating opportunities quickly.
Experience navigating the complex regulatory, tax, and structural considerations involved in international wealth planning.

Personal Qualities

Entrepreneurial mindset with strong hunger for business development and relationship building.
Ability to stand on their own two feet quickly and operate independently.
Strong interpersonal presence and credibility with senior advisors and clients.
High levels of initiative, energy, and persistence in pursuing opportunities.
Collaborative approach when working with internal teams and international offices.

Language Skills

Fluent English and Spanish required.

Compensation & Incentives

Base salary
Commission: Starting at a fixed per centage, with potential for increased commission levels for high performers
Comprehensive medical and dental benefits
Pension plan

This role rewards strong performance — individuals who successfully generate business can significantly increase their overall compensation.

City

Miami, Florida

Category

NON-TRADITIONAL / EXECUTIVE / QUASI-LEGAL

Practice Areas

Trusts

Work Type

Permanent / Full Time

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