Remote Strategic Growth Director — Financial Services

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

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