Director of Business Development & Strategic Relationships

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…