Managing Director, Business Development Greater New York City, NY Area
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About the Role
Greater New York City, NY Area (On-site)(New York City, New York)
The Company is seeking a Managing Director, Head of Business Development to spearhead its organic growth strategy. The successful candidate will be responsible for creating and leading the systems and capabilities that transform relationships with prospective ultra-high-net-worth families and referral sources into clients. This role involves close collaboration with the CEO and leadership team to develop and execute the growth strategy, including defining target markets, ideal client profiles, and business development objectives. The Managing Director will also be tasked with building the firm's business development methodology, implementing CRM practices, and reporting on progress to the leadership. Applicants must have a minimum of 10 years' of experience in business development, relationship management, wealth or investment management, family office, or professional services, with a proven track record of generating and converting significant new business. The role requires the ability to operate effectively with C-suite executives, sophisticated clients, and influential external stakeholders, as well as exceptional judgment, discretion, integrity, emotional intelligence, and communication skills. A Bachelor's degree is required, with an advanced degree preferred. The ideal candidate will have a strong understanding of the family office ecosystem and experience in building or improving business development processes, systems, and metrics. Responsibilities also include coaching and developing the business development team to ensure the growth strategy is not reliant on a few individuals.
Functions:
- General Management
- Business Development
- Strategy
Compensation
USD $200,000-$250,000 (salary) per year
About the Company
Well-regarded family office providing investment management & wealth planning services
Industry
Financial Services
Type
Privately Held, Private Equity-backed
Age
employees
51-200
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