Business Development - IWP Investment Advisory

Position Summary: The UHNW Business Development Manager for Investment Advisory Services at IWP Family Office is a key role responsible for spearheading the expansion of our investment advisory business. This individual will play a vital role in identifying and cultivating new business opportunities, nurturing client relationships, and driving revenue growth. The ideal candidate will have 5-8 years of experience in the financial services industry with a robust network of contacts to leverage for the successful execution of the role.

Responsibilities: 1. Strategic Planning and Business Development: - Develop and implement strategic plans to identify and pursue new business opportunities in the UHNW vertical. - Identify potential UHNW clients and business opportunities through market research, networking, and leveraging existing contacts and IWP Family Office client base. - Collaborate with internal teams to develop innovative and differentiated solutions for clients. - Stay informed and communicate internally and externally on industry trends, regulatory changes, and competitor activities. 2. Client Relationship Management: - Cultivate and maintain relationships with existing and potential clients to drive new and incremental revenue growth. - Accompany senior team members to client meetings to evaluate current offerings, address concerns, and explore new opportunities. - Provide regular updates and reports on sales activities, progress and performance. 3. Business Growth and Client Engagement: - Meet and exceed sales targets and objectives set by the organization. - Negotiate contracts and agreements with clients to ensure mutual satisfaction and adherence to regulatory requirements. - Leverage digital tools and communication channels to share relevant information with clients and prospects. 4. Team Collaboration and Leadership: - Collaborate with cross-functional family office teams to ensure successful project delivery and client satisfaction. - Assist and provide feedback into development of effective sales and marketing strategies. - Act as a brand ambassador for IWP Family Office, promoting our services and values at industry events and conferences. Required Qualifications: - Minimum of 5-8 years of experience in business development within the financial services industry. - Bachelor's or Master's degree in Business Administration, Finance, Economics, or related field preferred from a top tier university. - Strong understanding of financial products and services, market trends, and competition. - Proven track record of successfully identifying and securing new business opportunities. - Excellent communication and interpersonal skills, with the ability to build and maintain relationships with clients and stakeholders. - Series 65 (RA) license required or obtained within 3 months of employment. - Additional licenses may be required. Desired Skills: - Professional certifications such as CFP, CPA, CFA, CTFA, CFM, or JD a significant plus. - Experience working in a family office or similar environment is advantageous. Reports To: Director, Investments Salary Range: Competitive salary commensurate with experience and qualifications, plus uncapped performance-based incentives and comprehensive benefits package. Base salary $125,000 - $175,000. IWP Family Office is an equal opportunity employer committed to diversity and inclusion. We welcome and encourage candidates from all backgrounds to apply.