Vice President, Business Development

Location: Newport Beach, CA

Job Type: Full-Time

Salary Range: $150,000 annual salary

Posting Date: 11/04/2025

About Canterbury Consulting
Canterbury Consulting is an independent investment advisory firm based in Newport Beach, CA. Canterbury provides consulting services to community foundations, educational endowments, religious organizations, arts and cultural foundations, health care organizations, and family offices. Founded in 1988, the firm designs and manages custom investment programs aligned with each client's goals. Canterbury is the investment office for its diverse clients and provides objective investment advice, asset allocation, manager selection, risk management, implementation, and performance measurement. Canterbury Consulting strives to deliver performance and service that exceeds the needs and expectations of its clients. Named one of the Best Places to Work by two publications for five consecutive years: the Orange County Business Journal and Pensions and Investments Magazine

Canterbury Consulting is deeply committed to cultivating a dynamic, collaborative environment. We are approximately 70 like-minded professionals passionate about helping our clients work towards their missions - from endowments and foundations to healthcare organizations and families. We believe each individual's unique skills and experiences contribute to greater experiences for all. Through a culture of respect, accountability, and teamwork, we empower our people to have a real impact on their clients and the community.

Vice President, Business Development & Strategy at Canterbury Consulting
At Canterbury, the Vice President of Business Development & Strategy will play a pivotal role in raising capital from outside investors, including registered investment advisors (RIAs), for the various current and future investment programs. These solutions include private equity fund of funds, private credit fund of funds, white-label private market solutions, co-investment funds, real estate funds and special purpose vehicles. The role will also work to increase awareness and source new business opportunities for the firm's advisory, OCIO and private client offerings. The ideal candidate will demonstrate a strong interest in private markets, possess a solid understanding of investment strategies—particularly within private markets—and exhibit exceptional project management and communication skills. This role requires a highly motivated, goal-oriented self-starter with the ability to thrive in a fast-paced environment.

This is an opportunity to contribute significantly to the firm's private fund business sales program, offering a chance to be an integral part of its foundational growth.

Key Responsibilities:

• Business Development: Prospect, establish, and cultivate relationships with potential investors, including RIAs and wealth managers, by presenting the firm's private fund of funds and other private market solutions.
• Relationship Management: Develop and maintain ongoing relationships with both prospective and existing clients, ensuring a deep understanding of their investment needs and providing regular updates on fund performance and market developments.
• Sales Strategy: Collaborate with senior leadership to develop and refine the sales strategy for the firm's private capital solutions, ensuring alignment with broader business objectives.
• Pitch Development: Create, refine, and present compelling pitch books and investment proposals tailored to prospective clients, effectively communicating the value of the firm's offerings.
• Content Creation: Develop original content, including tearsheets, presentations, and analytical materials, to support new business activities and client engagement.
• Industry Expertise: Stay informed on industry trends and market developments through continuous research, attending relevant conferences, and networking with industry professionals.
• Cross-functional Collaboration: Work closely with internal teams across research, consulting, and client services to ensure cohesive and effective client engagement.
• Travel: Travel throughout the US and select Canadian provinces may be required to engage with clients and prospects.

Qualifications:

• Bachelor's degree in business, finance, economics, or a related field.
• 2-4 years of experience in business development, sales, or client-facing roles within the financial services industry, with a strong preference for experience in private markets.
• Firm understanding of private equity and private credit investment opportunities, with the ability to discuss complex financial concepts confidently.
• Exceptional business writing skills, including grammar, spelling, and proofreading abilities.
• Strong analytical and problem-solving skills, with the ability to assess client needs and develop tailored solutions.
• Proficiency in Microsoft Office applications, particularly Word, Excel, and PowerPoint, with the ability to create polished, professional presentations.
• Excellent communication skills, with the ability to convey complex ideas clearly and persuasively, adapting language and tone for different audiences.
• Strong work ethic, attention to detail, and the ability to work both independently and as part of a collaborative team.

Benefits

• Benefits package includes: medical, dental, life, disability, and vision insurance
• 401k program with a company match
• Profit sharing plan
• CFA and other professional certifications sponsorship
• 11 paid holidays and 17 days of paid time off the first year of employment
• Flexible schedule options

Physical Requirements

• Musculoskeletal Endurance: Ability to remain in a stationary position for extended periods
• Manual dexterity: Frequently operates a computer and other office equipment
• Visual Acuity: Must be able to visually inspect documents and computer screens for accuracy
• Mobility: Occasionally move objects up to 25 pounds

Work Environment

• Environmental Conditions: The work is performed in a typical office environment with moderate noise levels and controlled temperatures
• Collaboration: Collaborative and team-oriented culture with regular staff meetings and events
• Communication: Must be able to communicate effectively with team members and clients
• Travel: Required to travel from time to time

How To Apply
Please complete your application on our Career Portal at Canterbury Consulting Incorporated.

Accommodation Statement
Canterbury Consulting is committed to providing reasonable accommodations for qualified individuals with disabilities in our job application and hiring process. If you need assistance or an accommodation due to a disability, please contact Human Resources at

Flexible work from home options available.