Posted 10/16/2026
Job Number: 18043

Director of Business Development & Strategic Relationships

Wynnewood, Pennsylvania • Hybrid

Industry:  Financial Services

Job Category: Wealth Management

Job Type:  Direct Hire

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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.

Job ID: a0CUm00005EdQQKMA3

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