Senior Growth & Partnerships Leader

Beacon Bank; Boston (MA); On-site; USD 96,000 - 177,000; Full time

Job summary

Beacon Bank’s Clarendon Private division seeks an entrepreneurial VP to expand organic growth and acquire new clients among high- and ultra-high-net-worth individuals. This leader will cultivate centers of influence, collaborate with wealth advisors, and convert opportunities into long-term relationships.

The role blends growth strategy with disciplined execution, requiring a strong network, commercial instincts, and a proven ability to build a repeatable growth platform while maintaining a

Qualifications

• Significant experience in business development, relationship management, or a related field.
• Demonstrated ability to build trusted relationships with senior executives, founders, and sophisticated professionals.
• Strong and expandable professional network.
• Entrepreneurial mindset with ability to build new initiatives from the ground up.
• Exceptional interpersonal and communication skills, with strategic and analytical capabilities.
• Ability to operate independently while collaborating with advisors and leadership.
• Appropriate securities or investment adviser licensing, or willingness to obtain.
• Demonstrated knowledge of financial markets and macroeconomics.

Responsibilities

• Develop and execute a growth strategy for organic growth and new client acquisition.
• Identify attractive client segments, communities, and markets for the firm.
• Articulate and amplify a narrative around Clarendon’s capabilities and client solutions.
• Gather market feedback to refine positioning and messaging.
• Source, cultivate, and qualify relationships with prospective clients, including founders and executives.
• Build and deepen relationships with centers of influence (attorneys, accountants, bankers, investors).
• Develop trust and time-to-engagement plans; manage prospect to conversion process.
• Partner with wealth advisors to ensure seamless handoff and closing of opportunities.
• Create opportunities for prospects to experience Clarendon through events and educational initiatives.
• Represent Clarendon at conferences to expand presence in target markets.
• Build and manage a disciplined pipeline and CRM process with clear stages.

Skills

Relationship building

Business development

Networking

Strategic thinking

Communication

Education

Bachelor’s degree required

Advanced degree preferred

Job description

Beacon Bank’s Clarendon Private division seeks an entrepreneurial VP to expand organic growth and acquire new clients among high- and ultra-high-net-worth individuals. This leader will cultivate centers of influence, collaborate with wealth advisors, and convert opportunities into long-term relationships.

The role blends growth strategy with disciplined execution, requiring a strong network, commercial instincts, and a proven ability to build a repeatable growth platform while maintaining a