Head of Business Development
3 weeks ago
Head of Business Development & Investor Relations - Wealth Management – Connecticut, US
This role is pivotal in driving the future success of a Global Wealth Management firm, dedicated to being a trusted steward of resources across generations and economic cycles. The selected candidate will be instrumental in maintaining existing investor relationships and leading all investor acquisition efforts.
A strong background in capital raising from global high-net-worth families and foundations is essential, along with sophisticated communication skills with investors, third-party marketing firms, and the development of exceptional client communications. The ideal candidate should be intellectually curious, with a global perspective and openness to learning and growth within the firm.
Key Responsibilities:
Lead all marketing activities, including messaging, prospect targeting, pipeline management, selling, and execution.
Undertake proactive outreach to prospective investors, focusing particularly on global high-net-worth families and foundations.
Develop and distribute content and materials to articulate the firm’s investment strategy and ethos.
Employ a process-driven approach to managing relationships and refilling the prospect pipeline.
Collaborate with the firm’s partners on messaging and marketing strategy.
Prepare and execute marketing materials, presentations, and investor communications.
Engage proactively with the firm's investor base to communicate fund updates, strategies, and handle inquiries. Stay updated on market trends and regulatory changes.
Manage DDQ’s, RFP’s, pitch books, CRM management, basic client portfolio analytics, and accurately respond to client questions.
Coordinate business development initiatives, including conferences, on-site meetings, conference calls, and investor events as necessary.
Qualifications:
A minimum of 8 years of experience in Investor Relations, with leadership roles overseeing business development and selling to institutions and/or high-net-worth individuals.
Uncompromising on honesty and attention to detail. Candid, responsible, highly articulate, and a good listener. Strong interpersonal skills with a well-balanced, process-driven approach.
Ability to leverage cultural and business acumen to effectively communicate with international investors and family offices, tailoring presentations and communications to their preferred approach.
Proficient in written communication and capable of effectively articulating complex investment strategies to address specific requirements and concerns of family offices, fostering trust and long-term partnerships.
Understanding of the markets and macro investment strategies.
A value-added selling approach, capable of adding insights as a basis for building relationships.
Ability to understand and address the specific requirements and concerns of family offices, fostering trust and long-term partnerships.
Competence to review and negotiate legal, investment management, and partnership agreements.
Experienced user of CRM systems, and familiar with HF performance analysis data.
Multilingual proficiency is preferred.
Educational Requirements:
Bachelor’s degree in finance, business, economics, or a related field. An advanced degree (MBA, CFA, or equivalent) is highly preferred.
A clear understanding of the asset management and alternative asset management industry is a significant advantage.
Compensation
The compensation package for this role has been carefully structured to attract the most qualified professionals in the field, reflecting the pivotal nature of the position and the significant impact on our client's wealth management strategy. It includes a competitive salary, performance-based bonuses, and the potential for significant professional growth within a leading global wealth management firm.
We encourage candidates from all backgrounds to apply, reaffirming our commitment to diversity and inclusion, and welcoming applications regardless of race, religion, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.
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