Managing Director, Head of Business Development

Matter Family Office; Denver (CO); On-site; USD 180,000 - 300,000; Full time

Benefits offered by this job

Medical & dental

Disability & life insurance

401(k) match

Paid holidays & vacation

Education & community involvement

Job summary

Matter Family Office is seeking a Managing Director, Head of Business Development to lead the firm’s organic growth strategy. You will build the BD function, implement CRM and forecasting, and develop relationships with UHNW families and trusted advisors.

You will partner with Investment Management, Wealth Planning, and Coordination to scale business development. The role requires a seasoned leader capable of guiding cross-functional teams and representing Matter at industry events.

Qualifications

• 10+ years in business development or wealth/investment management.
• Proven ability to win new business with UHNW families and trusted advisors.
• Experience building BD processes, metrics, and CRM practices.
• Ability to engage C-suite executives and sophisticated clients.
• Excellent judgment, discretion, integrity, and communication.
• Bachelor's degree required; advanced degree preferred.

Responsibilities

• Develop and execute Matter's organic growth strategy with the CEO and leadership team.
• Build the firm's business development methodology, including pipeline stages, prospect qualification, opportunity scoring, proposals, and conversion standards.
• Implement CRM practices, reporting, KPIs, and report progress, trends, and risks to leadership.
• Grow introductions from attorneys, CPAs, bankers, and family office professionals, and represent Matter at industry events.
• Partner with Marketing and leadership to refine Matter's positioning, and with service teams to develop tailored proposals for prospective families.
• Evaluate prospective relationships for fit, complexity, profitability, risk, and capacity, and create a clear handoff to client service teams.
• Coach professionals involved in business development and build organizational capability so growth does not depend on a few individuals.

Skills

Relationship management

Business development

HNW/UHNW relationships

Strategic thinking

C-suite communication

Discretion & integrity

Education

Bachelor's degree

Advanced degree preferred

Tools

CRM systems

Proposal development

Market research

Job description

Company Description

Matter Family Office is a multi-family office dedicated to helping families thrive for generations. Founded in 1990 and privately held, Matter provides family operations, wealth planning, investment management, family learning, and project management services to clients nationwide from offices in St. Louis, Denver, and Dallas. Our collaborative culture blends accountability and trust with optimism and fun.

Job Description

The Managing Director, Head of Business Development builds and leads Matter's organic growth strategy, creating the systems and capabilities that turn relationships with prospective UHNW families and referral sources into clients. Reporting to the CEO, you partner closely with leaders across Investment Management, Wealth Planning & Coordination, and Family Culture & Learning. You develop key relationships personally while building the infrastructure for business development to scale across the firm.

Responsibilities

• Develop and execute Matter's organic growth strategy with the CEO and leadership team, including target markets, ideal client profiles, and business development objectives
• Build the firm's business development methodology, including pipeline stages, prospect qualification, opportunity scoring, proposals, and conversion standards
• Implement CRM practices, reporting, forecasting, and KPIs, and report progress, trends, and risks to leadership
• Build a pipeline of prospective families, centers of influence, and referral partners, and personally lead high-value prospect relationships through onboarding
• Grow introductions from attorneys, CPAs, bankers, and investment and family office professionals, and represent Matter at industry events
• Partner with Marketing and leadership to refine Matter's positioning, and with service teams to develop tailored proposals for prospective families
• Evaluate prospective relationships for fit, complexity, profitability, risk, and capacity, and create a clear handoff to client service teams
• Coach professionals involved in business development and build organizational capability so growth does not depend on a few individuals

Qualifications

• 10+ years of progressive experience in business development, relationship management, wealth or investment management, family office, or professional services
• Demonstrated success developing relationships with HNW/UHNW families, family offices, and their trusted advisors, with a strong understanding of the family office ecosystem
• Proven track record of generating and converting significant new business
• Experience building or improving business development processes, systems, and metrics
• Ability to operate effectively with C-suite executives, sophisticated clients, and influential external stakeholders
• Exceptional judgment, discretion, integrity, emotional intelligence, and communication skills
• Bachelor's degree required; advanced degree preferred

Benefits

• medical and dental plans with HSA/FSA options
• employer-paid disability and life insurance
• a 401(k) with employer match
• 10 paid holidays plus competitive vacation and sick leave
• We also support continuing education, career growth, and community involvement.

Equal Opportunity

Matter Family Office is an equal opportunity employer and considers all qualified applicants without regard to any characteristic protected by law. We are unable to sponsor work visas.