Business Development Associate

Virtera Partners; Pepper Pike (OH); Hybrid; USD 70,000 - 110,000; Full time

Benefits offered by this job

Salaried position with benefits

Meaningful discretionary bonus

Salaried plus discretionary bonus

Job summary

A boutique investment management firm is seeking a Business Development Associate to identify and qualify investors, manage investor outreach, and maintain a CRM pipeline. The ideal candidate will possess exceptional charisma, communication skills, and 3+ years of relevant experience. This full-time role, based in Pepper Pike, Ohio, offers flexibility for hybrid work and includes a meaningful bonus.

Qualifications

• Exceptional charisma and interpersonal skills; talented at presenting and networking with sophisticated investors.
• Naturally likable, magnetic presence; people trust and enjoy interacting with you.
• Highly organized and proactive; anticipates needs before being asked.
• 3+ years in private wealth or investor relations or related fields.

Responsibilities

• Identify and qualify prospective investors and facilitate introductions.
• Personally meet with prospects to communicate the firm’s value.
• Build and maintain an active CRM pipeline.
• Identify and structure strategic partnership opportunities.
• Design and oversee a structured investor outreach program using email, phone, LinkedIn, and in-person events.
• Build and maintain an active CRM pipeline.
• Draft and refine high-quality presentations, tear sheets, and other marketing materials.
• Provide consistent, thoughtful communication tailored to new and existing contacts.

Skills

Exceptional charisma and interpersonal skills

Highly organized and proactive

Outstanding communicator

Professional polish appropriate for UHNW investors

3+ years’ experience in private wealth or investment fundraising

Tools

CRM software

MS Office

Job description

Virtera Partners LLC is an entrepreneurial multi-family office and boutique investment management firm specializing in institutional-quality alternative investments for ultra-high-net-worth families, family offices, and sophisticated investors.

Role Overview

Virtera Partners is searching for an exceptionally polished and entrepreneurial Business Development Associate. The right person is not only highly charismatic and well-spoken but also highly organized, intellectually sharp, and excited to help build something enduring.

Key Responsibilities

• Identify and qualify prospective investors and facilitate introductions within the family office, UHNW, advisor, and institutional communities.
• Personally meet with prospects to communicate the firm’s value and present investment offerings.
• Plan and support selective events and investor touchpoints.
• Identify and structure strategic partnership opportunities.
• Design and oversee a structured investor outreach program leveraging email, phone, LinkedIn, and in-person events.
• Build and maintain an active CRM pipeline.
• Draft and refine high-quality presentations, tear sheets, and other marketing materials.
• Provide consistent, thoughtful communication tailored to new and existing contacts.

Required Skills & Attributes

• Exceptional charisma and interpersonal skills; talented at presenting and networking with sophisticated investors.
• Naturally likable, magnetic presence: people quickly trust and enjoy interacting with you.
• Highly organized and proactive: anticipates needs before being asked - nothing slips through the cracks.
• Outstanding communicator both in verbal and written communications.
• Ambitious, hungry, and internally driven; energized by building, not just maintaining.
• Professional polish appropriate for UHNW investors, with humility and warmth.
• 3+ years’ experience preferred in private wealth, investment fundraising, investor relations, or adjacent relationship-centric environments, but mindset, maturity, and presence outweigh pedigree.

Compensation

This position is salaried with benefits and a meaningful discretionary bonus. Based in Pepper Pike, Ohio, with flexibility for hybrid work. Travel is required for investor meetings and select industry events.

Application

To apply, please submit your resume to Todd Pence at [e-mail].

Seniority Level

Mid-Senior level

Employment Type

Full-time

Job Function

Business Development and Sales

Industries

Investment Advice