Managing Director – Head of Business Development

This is a fully remote position, open to applicants in Colorado.

📋 Description

• Collaborate with the CEO and leadership team to develop and implement Matter's strategy for organic growth, focusing on target markets, ideal client profiles, and business development goals.

• Establish the firm's business development framework, which includes pipeline stages, prospect qualification, opportunity scoring, proposals, and conversion benchmarks.

• Execute CRM practices, including reporting, forecasting, and KPIs, while keeping leadership informed about progress, trends, and potential risks.

• Create a pipeline of potential families, centers of influence, and referral partners, personally managing high-value prospect relationships throughout the onboarding process.

• Enhance introductions from attorneys, CPAs, bankers, and investment and family office professionals, while representing Matter at industry events.

• Collaborate with Marketing and leadership to refine Matter's positioning, and partner with service teams to craft customized proposals for prospective families.

• Assess potential relationships for compatibility, complexity, profitability, risk, and capacity, ensuring a smooth transition to client service teams.

• Mentor professionals engaged in business development and foster organizational capability to ensure growth is not reliant on a few key individuals.

• Report directly to the CEO and collaborate with leaders across Investment Management, Wealth Planning & Coordination, and Family Culture & Learning.

⛳️ Requirements

• A minimum of 10 years of progressive experience in business development, relationship management, wealth or investment management, family office, or professional services.

• Proven track record of successfully developing relationships with high-net-worth (HNW) and ultra-high-net-worth (UHNW) families, family offices, and their trusted advisors.

• Strong comprehension of the family office ecosystem.

• Demonstrated ability to generate and convert significant new business opportunities.

• Experience in building or enhancing business development processes, systems, and metrics.

• Capability to effectively engage with C-suite executives, sophisticated clients, and influential external stakeholders.

• Exceptional judgment, discretion, integrity, emotional intelligence, and communication skills.

• Bachelor's degree is required.

• An advanced degree is preferred.

• Work visa sponsorship is not available.

🏝️ Benefits

• Medical and dental plans with HSA/FSA options.

• Employer-covered disability and life insurance.

• 401(k) plan with employer matching.

• 10 paid holidays annually.

• Competitive vacation and sick leave policies.

• Support for continuing education.

• Assistance with career growth opportunities.

• Support for community involvement initiatives.