Develop and execute organic growth strategy with CEO and leadership team
Build business development methodology and pipeline stages
Implement CRM practices and report on progress to leadership
Cultivate relationships with prospective families and referral partners
Increase introductions from legal and financial professionals
Collaborate with Marketing to refine positioning and proposals
Evaluate prospective relationships for fit and create handoffs to client service teams
Coach team members to enhance organizational business development capabilities
Benefits
Medical and dental plans with HSA/FSA options
Employer-paid disability and life insurance
401(k) with employer match
10 paid holidays plus competitive vacation and sick leave
Support for continuing education and career growth
Encouragement of community involvement
Full Job Description
Job Description
The Managing Director, Head of Business Development builds and leads Matter's organic growth strategy, creating the systems and capabilities that turn relationships with prospective UHNW families and referral sources into clients. Reporting to the CEO, you partner closely with leaders across Investment Management, Wealth Planning & Coordination, and Family Culture & Learning. You develop key relationships personally while building the infrastructure for business development to scale across the firm. Responsibilities
Develop and execute Matter's organic growth strategy with the CEO and leadership team, including target markets, ideal client profiles, and business development objectives
Build the firm's business development methodology, including pipeline stages, prospect qualification, opportunity scoring, proposals, and conversion standards
Implement CRM practices, reporting, forecasting, and KPIs, and report progress, trends, and risks to leadership
Build a pipeline of prospective families, centers of influence, and referral partners, and personally lead high-value prospect relationships through onboarding
Grow introductions from attorneys, CPAs, bankers, and investment and family office professionals, and represent Matter at industry events
Partner with Marketing and leadership to refine Matter's positioning, and with service teams to develop tailored proposals for prospective families
Evaluate prospective relationships for fit, complexity, profitability, risk, and capacity, and create a clear handoff to client service teams
Coach professionals involved in business development and build organizational capability so growth does not depend on a few individuals
Qualifications
10+ years of progressive experience in business development, relationship management, wealth or investment management, family office, or professional services
Demonstrated success developing relationships with HNW/UHNW families, family offices, and their trusted advisors, with a strong understanding of the family office ecosystem
Proven track record of generating and converting significant new business
Experience building or improving business development processes, systems, and metrics
Ability to operate effectively with C-suite executives, sophisticated clients, and influential external stakeholders
Exceptional judgment, discretion, integrity, emotional intelligence, and communication skills
Matter offers medical and dental plans with HSA/FSA options, employer-paid disability and life insurance, a 401(k) with employer match, and 10 paid holidays plus competitive vacation and sick leave. We also support continuing education, career growth, and community involvement.
