Southeast Business Development Director

Overview

• Lead strategic business development initiatives across the Southeast U.S., targeting wire houses, RIAs, and family offices to drive growth.
• Cultivate and maintain strong client relationships, ensuring long-term engagement and asset retention.
• Collaborate with senior leadership to refine marketing strategies and identify new opportunities for expansion.
• Deliver expert insights on complex investment strategies and market trends to diverse audiences.
• Work in a hybrid capacity, combining remote work with domestic travel to meet clients and prospects.
• Contribute to the development of innovative products tailored to client portfolio needs.
• Engage with financial advisors, product specialists, and individual investors to promote investment strategies effectively.

Key Responsibilities & Duties

• Develop and execute strategic plans to acquire and retain clients in the Southeast U.S. region.
• Communicate the firm's investment strategies, fund performance, and market outlook with clarity and precision.
• Identify client needs and collaborate on tailored product offerings to meet their objectives.
• Partner with senior team members to enhance marketing and product development strategies.
• Travel within the region to build relationships and secure new business opportunities.
• Ensure compliance with industry regulations and maintain required certifications.
• Work independently while fostering collaboration with internal teams to achieve organizational goals.

Job Requirements

• Bachelor’s degree in finance, business, or a related field is required.
• Minimum of 5 years of experience in private wealth alternatives, with 15 years preferred.
• Proven success in developing pipelines, raising assets, and fostering client relationships.
• Ability to articulate complex investment strategies to financial advisors and investors.
• Series 3 certification and proficiency in NFA swaps are required; exams may be completed post-hire.
• Strong understanding of macro strategies and financial markets.
• Willingness to travel domestically and work in a hybrid environment.
• Excellent communication and collaboration skills, with the ability to work independently.