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    Business Development - Denver, United States - IWP Family Office

    IWP Family Office
    IWP Family Office Denver, United States

    3 weeks ago

    Default job background
    Accounting / Finance
    Description

    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 $175,000 - $225,000.

    IWP Family Office is an equal opportunity employer committed to diversity and inclusion. We welcome and encourage candidates from all backgrounds to apply.

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