Managing Director, Client Strategy

4 months ago

Jenkintown, United States Pitcairn Trust Company Full time
Job DescriptionJob DescriptionPitcairn’s innovative Shared Single Family Office™ model provides unparalleled service to wealthy families and other family offices. Since the firm’s founding in 1923, Pitcairn has helped ultra-high-net-worth families and its members navigate the individual, interpersonal, and institutional challenges that come with wealth. At Pitcairn, we understand multigenerational family wealth in a way that few other wealth advisory firms do. Our comprehensive family office services include investment advisory, tax, trust and estate planning, risk management, philanthropy, household-level financial services as well as family education and family governance support.


PRIMARY FUNCTION: The Managing Director of Client Strategy is responsible for developing strategies and leading multi-faceted initiatives that drive Pitcairn’s business growth and expand the firm’s client base among ultra-high net worth families and single-family offices.

RESPONSIBILITIES:

  • Develop and lead a comprehensive relationship development strategy in concert with Pitcairn’s brand strategy that aligns with the organization's new business growth objectives. Identify target markets, develop prospecting plans, and create strategies to drive business growth and generate leads.
  • Set ambitious yet achievable revenue goals for new and existing business. Develop and execute strategies to achieve these goals, monitor progress, and make necessary adjustments to ensure success.
  • Represent Pitcairn internally and externally through various speaking, networking, and professional engagements.
  • Develop and implement effective lead-generation strategies to identify and engage prospective clients. Build and manage a pipeline of leads, track progress, and convert leads into clients.
  • Generate monthly business development activity reports and prepare a consolidated quarterly sales activity report. Document all activities using the Company’s client relationship management system.
  • Utilize exceptional interpersonal and listening skills to effectively engage with prospective clients. Leverage sophisticated social skills to build relationships, detect subtle cues, and develop an understanding of prospective clients’ needs, preferences, and goals.
  • Work collaboratively with internal stakeholders to deliver tailored options to prospective clients, balancing their specific requirements with the strategic objectives of the organization.
  • Foster strong cross-functional relationships to ensure effective communication and coordination of efforts.
  • Stay abreast of industry trends, market dynamics, and emerging opportunities. Occasionally lead research efforts that inform new ways of thinking, novel service offerings, and original ideas for areas of potential growth.
  • Perform other duties as required by the position.

EDUCATION/EXPERIENCE:

  • Bachelor's degree.
  • MBA, or a related advanced degree preferred.
  • 15 years of proven strategy or business development experience within the wealth management, multi-family office, or financial services industry.
  • Demonstrated understanding of ultra-high net worth and single-family office client needs and expectations.
  • Demonstrated leadership and people management experience, with the ability to inspire and motivate a team.
  • Excellent computer skills including Microsoft Office and ability to adapt to investment and wealth management-oriented IT applications.

DESIRABLE ATTRIBUTES:

Successful candidates will possess a broad range of skills including:

  • Naturally warm optimism and empathy.
  • Deep curiosity that generates original ideas and industry-leading strategic thinking.
  • Strong business acumen and strategic mindset, with a proven track record of driving growth.
  • Strong analytical and problem-solving skills, with the ability to translate data and insights into actionable strategies.
  • Excellent interpersonal and communication skills, both oral and written.
  • Demonstrated ability to build strong relationships with a wide variety of personalities among prospects, Centers of Influence, third-party advisors, and internal stakeholders.
  • Ability to facilitate complex conversations with multiple perspectives, leading to consensus based action plans with a high degree of buy-in.
  • Self-motivated with a sense of urgency and accountability.
  • Natural ability to influence others by establishing credibility, trust, and confidence.
  • A desire to consider and explore differences in perspective, thought, and experience.
  • Ability to work both as an individual and as a collaborative member of the team.

Pitcairn is an Equal Opportunity Employer. All qualified applicants will be considered for employment without regard to their race, color, religion, ancestry, national origin, sex, gender identity, sexual orientation, age, disability, marital status, domestic partner status, status as a parent or medical condition. Pitcairn complies with applicable state and local laws governing non-discrimination in employment in every location in which the Company has facilities. As an investment advisor, employees of Pitcairn may be subject to certain limitations on personal investment activities.

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