Managing Director, Client Relationships & Business Development

The Company is seeking a Managing Director for Client Relationships and Business Development. This senior leader will be responsible for managing and growing relationships with high-net-worth and ultra-high-net-worth client families, serving as a trusted advisor, and leading the coordination of the company's resources on their behalf. The role involves developing a deep understanding of clients' goals, priorities, and family dynamics, as well as identifying opportunities to deepen existing relationships and develop new business. The successful candidate will work closely with the leadership team and a broader team of specialists to ensure clients receive a highly coordinated experience across investment management, wealth planning, and family culture and learning. Applicants must have a minimum of 10 years' of experience in wealth management, family office, private banking, investment management, or a related financial services environment, with a focus on advising high-net-worth and ultra-high-net-worth families. The role requires a proven track record in managing complex, long-term client relationships, as well as significant experience in business development, networking, and relationship origination. The ideal candidate will have a strong understanding of wealth management and the interconnected needs of affluent families, excellent communication and presentation skills, and the ability to collaborate effectively across specialized teams. A Bachelor's degree is required, with an advanced degree or relevant professional credentials preferred.