Position Title: Director of Business Development & Strategic Relationships - Remote
We are seeking a highly motivated Director of Business Development & Strategic Relationships to drive new client acquisition, expand assets under management (AUM), and establish strategic partnerships for a well-established investment advisory firm. This role focuses on cultivating relationships with institutional investors, high-net-worth individuals, family offices, and key referral sources while developing and executing business development and marketing initiatives. The position offers significant autonomy, a flexible hybrid schedule, and the opportunity to directly influence the firm's continued growth.
The ideal candidate is an entrepreneurial, results-driven business development professional with established connections in financial services, a proven ability to attract new investment clients, and the initiative to independently develop relationships and generate new business.
Salary Range: $145,000 - $200,000 / annually, DOE
Responsibilities - Develop and execute business development strategies to attract new clients and increase assets under management
- Build and maintain relationships with centers of influence, including estate planning attorneys, tax professionals, trustees, family offices, consultants, and institutional advisors
- Identify and pursue opportunities with high-net-worth and ultra-high-net-worth individuals, foundations, endowments, and institutional investors
- Leverage existing professional networks to generate referrals, establish strategic partnerships, and expand the firm's market presence
- Attend investor conferences, industry events, networking functions, and client meetings to develop new business opportunities
- Organize and participate in relationship-building activities, including client dinners, educational events, and professional networking engagements
- Collaborate with leadership and external marketing resources to develop and implement targeted marketing initiatives
- Create presentations, business development materials, and customized proposals to support prospective client engagement
- Partner with portfolio managers to facilitate client onboarding and ensure a seamless transition from business development to ongoing relationship management
- Maintain a consistent pipeline of prospective clients and independently manage outreach, follow-up, and relationship development
- Represent the firm professionally while communicating its customized investment strategies and high-touch advisory approach
- Manage travel schedules and business development activities to maximize client engagement and growth opportunities
Requirements - 3+ years of business development experience within financial services, preferably with a Registered Investment Advisor (RIA)
- Proven ability to generate new business, develop strategic relationships, and attract investment assets
- Established professional network within the investment advisory, institutional investment, or high-net-worth client markets
- Within driving distance of Philly for a few days/week of onsite training
- Experience working with high-net-worth individuals, family offices, institutional investors, foundations, or endowments
- Bachelor's degree preferred; equivalent professional experience will be considered
- Series 65 license or ability to obtain it upon joining
- Strong relationship-building, networking, negotiation, and client presentation skills
- Entrepreneurial mindset with the ability to independently identify opportunities and execute business development initiatives
- Excellent organizational, communication, and strategic problem-solving abilities
- Proficiency in Microsoft Office and familiarity with financial services platforms and business development tools
- Willingness to travel approximately 50%-60% of the time for client meetings, conferences, and networking opportunities
- Ability to work in a hybrid environment with periodic visits to the Philadelphia-area office
- High level of professionalism, integrity, discretion, and commitment to exceptional client service
Benefits - Competitive base salary with commission-based earning potential
- Uncapped earnings potential tied to new client acquisition and assets under management
- Flexible hybrid work arrangement with significant scheduling autonomy
- $6,000 annual cash stipend in lieu of employer-sponsored medical, dental, and vision insurance
- Employer-funded SEP IRA with a 15% annual contribution based on eligible base salary, subject to IRS limits
- 20 days of paid time off annually during the first two years, increasing with tenure
- 8 paid holidays annually
- Employer-provided group life and accidental death and dismemberment insurance
- Reimbursement for eligible supplemental life and long-term disability insurance premiums
- Reimbursement for business-related travel, mileage, and client entertainment expenses
- Company credit card for approved business expenses
- Opportunity for substantial financial growth and direct influence on the firm's long-term success
If you are a driven business development professional with a strong network, an entrepreneurial mindset, and a passion for building lasting investment relationships, we encourage you to apply and take ownership of an exceptional growth opportunity.
