Director of Business Development & Strategic Relationships

Boutique Recruiting; Ardmore (PA); Hybrid; USD 145,000 - 200,000; Full time

Benefits offered by this job

Flexible hybrid work arrangement

$6,000 annual cash stipend for health/

Job summary

Boutique Recruiting seeks a Director of Business Development & Strategic Relationships to drive new client acquisition, expand assets under management, and build strategic partnerships for an established investment advisory firm. The role emphasizes relationships with institutional investors, family offices, and referral sources, with hybrid work and remote flexibility.

The ideal candidate is entrepreneurially minded, with a proven ability to attract investment clients, a strong professional

Qualifications

• 3+ years of business development experience within financial services, preferably with an RIA
• Proven ability to generate new business, develop strategic relationships, and attract investment assets
• Established professional network within the investment advisory, institutional investment, or high-net-worth client markets
• Series 65 license or ability to obtain it upon joining
• Strong relationship-building, networking, negotiation, and client presentation skills

Responsibilities

• Develop and execute business development strategies to attract new clients and increase assets under management
• Build and maintain relationships with centers of influence, including estate planning attorneys, tax professionals, trustees, family offices, consultants, and institutional advisors
• Identify and pursue opportunities with high-net-worth and ultra-high-net-worth individuals, foundations, endowments, and institutional investors
• Leverage existing professional networks to generate referrals, establish strategic partnerships, and expand the firm's market presence
• Attend investor conferences, industry events, networking functions, and client meetings to develop new business opportunities
• Organize and participate in relationship-building activities, including client dinners, educational events, and professional networking engagements
• Collaborate with leadership and external marketing resources to develop and implement targeted marketing initiatives
• Create presentations, business development materials, and customized proposals to support prospective client engagement
• Partner with portfolio managers to facilitate client onboarding and ensure a seamless transition from business development to ongoing relationship management
• Maintain a consistent pipeline of prospective clients and independently manage outreach, follow-up, and relationship development
• Represent the firm professionally while communicating its customized investment strategies and high-touch advisory approach
• Manage travel schedules and business development activities to maximize client engagement and growth opportunities

Skills

Relationship-building

Networking

Sales strategy

Prospecting

Financial services familiarity

Education

Bachelor's degree

Tools

Microsoft Office

CRM software

Job description

Position Title: Director of Business Development & Strategic Relationships - Remote

We are seeking a highly motivated Director of Business Development & Strategic Relationships to drive new client acquisition, expand assets under management (AUM), and establish strategic partnerships for a well-established investment advisory firm. This role focuses on cultivating relationships with institutional investors, high-net-worth individuals, family offices, and key referral sources while developing and executing business development and marketing initiatives. The position offers significant autonomy, a flexible hybrid schedule, and the opportunity to directly influence the firm's continued growth.

The ideal candidate is an entrepreneurial, results-driven business development professional with established connections in financial services, a proven ability to attract new investment clients, and the initiative to independently develop relationships and generate new business.

Salary Range: $145,000 - $200,000 / annually, DOE

Responsibilities

• Develop and execute business development strategies to attract new clients and increase assets under management
• Build and maintain relationships with centers of influence, including estate planning attorneys, tax professionals, trustees, family offices, consultants, and institutional advisors
• Identify and pursue opportunities with high-net-worth and ultra-high-net-worth individuals, foundations, endowments, and institutional investors
• Leverage existing professional networks to generate referrals, establish strategic partnerships, and expand the firm's market presence
• Attend investor conferences, industry events, networking functions, and client meetings to develop new business opportunities
• Organize and participate in relationship-building activities, including client dinners, educational events, and professional networking engagements
• Collaborate with leadership and external marketing resources to develop and implement targeted marketing initiatives
• Create presentations, business development materials, and customized proposals to support prospective client engagement
• Partner with portfolio managers to facilitate client onboarding and ensure a seamless transition from business development to ongoing relationship management
• Maintain a consistent pipeline of prospective clients and independently manage outreach, follow-up, and relationship development
• Represent the firm professionally while communicating its customized investment strategies and high-touch advisory approach
• Manage travel schedules and business development activities to maximize client engagement and growth opportunities

Requirements

• 3+ years of business development experience within financial services, preferably with a Registered Investment Advisor (RIA)
• Proven ability to generate new business, develop strategic relationships, and attract investment assets
• Established professional network within the investment advisory, institutional investment, or high-net-worth client markets
• Within driving distance of Philly for a few days/week of onsite training
• Experience working with high-net-worth individuals, family offices, institutional investors, foundations, or endowments
• Bachelor's degree preferred; equivalent professional experience will be considered
• Series 65 license or ability to obtain it upon joining
• Strong relationship-building, networking, negotiation, and client presentation skills
• Entrepreneurial mindset with the ability to independently identify opportunities and execute business development initiatives
• Excellent organizational, communication, and strategic problem-solving abilities
• Proficiency in Microsoft Office and familiarity with financial services platforms and business development tools
• Willingness to travel approximately 50%–60% of the time for client meetings, conferences, and networking opportunities
• Ability to work in a hybrid environment with periodic visits to the Philadelphia-area office
• High level of professionalism, integrity, discretion, and commitment to exceptional client service

Benefits

• Competitive base salary with commission-based earning potential
• Uncapped earnings potential tied to new client acquisition and assets under management
• Flexible hybrid work arrangement with significant scheduling autonomy
• $6,000 annual cash stipend in lieu of employer-sponsored medical, dental, and vision insurance
• Employer-funded SEP IRA with a 15% annual contribution based on eligible base salary, subject to IRS limits
• 20 days of paid time off annually during the first two years, increasing with tenure
• 8 paid holidays annually
• Employer-provided group life and accidental death and dismemberment insurance
• Reimbursement for eligible supplemental life and long-term disability insurance premiums
• Reimbursement for business-related travel, mileage, and client entertainment expenses
• Company credit card for approved business expenses
• Opportunity for substantial financial growth and direct influence on the firm's long-term success

If you are a driven business development professional with a strong network, an entrepreneurial mindset, and a passion for building lasting investment relationships, we encourage you to apply and take ownership of an exceptional growth opportunity.