LOCATION
New York, NY, USA
(Hybrid work - required to be in office 2-3 days/week)
JOB DESCRIPTION
We are a rapidly growing multi-family office that provides bespoke, uniquely value-added, investment services to a select group of ultra high net worth families. Our investment platform spans a range of asset classes including direct investments, private equity, venture capital, real estate, credit, and fund-of-funds structures, enabling us to provide tailored opportunities aligned with each family’s unique objectives.
We are seeking a dynamic and experienced Director of Client Development to lead client engagement initiatives. The ideal candidate will bring an established network of family offices and ultra high net worth families, a deep understanding of family office dynamics & services, and an innate ability to forge sincere and meaningful relationships. This individual will play a key role in growing our select member base, cultivating long-term relationships with prospective ultra high net worth families.
WHAT YOU’LL DO
Develop relationships within the ultra high net worth community to determine prospective member families that are values aligned with our firm.
Host and attend private events, develop individual personal relationships and generally seek to add value to members of the community.
Monitor key industry events, with a keen focus on fundraising rounds, mergers & acquisitions, IPOs, and other meaningful liquidity events.
Utilize various tools/sources to enhance or complement existing Investment Management Development efforts, including: Pitchbook, Salesforce, WealthX, SEC filings and others.
Provide insights on market trends and investor sentiment to inform firm strategy.
Maintain and grow a CRM system with member data, meeting notes, and follow-up actions.
WHO YOU ARE
A “people person” that develops genuine relationships with the primary intent of helping others.
A self starter and motivated to learn.
A problem solver and someone who’s not afraid to get their hands dirty.
A swiss army knife who can handle a multitude of different responsibilities.
You are organized.
You have experience managing timelines and are able to organize information into plans.
You have a creative mindset and can generate innovative ideas for events and marketing campaigns, always staying ahead of industry trends.
You are a proactive problem solver, capable of identifying potential issues and providing timely solutions.
You are a team player with excellent interpersonal skills, collaborating effectively with cross-functional teams and building strong relationships.
You are highly organized, capable of managing multiple priorities and deadlines while maintaining a high level of quality and professionalism.
You are tech-savvy and comfortable working with various software and tools related to marketing, event planning, content creation, and data management.
A person who gets things done, finds a way around walls and pursues excellence.
REQUIRED SKILLS
7–10+ years of experience in investor relations, capital raising, or business development within private markets, asset management, or a multi-family office.
Sufficient understanding of alternative investment strategies, structures, and investor expectations.
Excellent communication and presentation skills with a client-first mindset.
Highly organized, detail-oriented, and comfortable working in an entrepreneurial environment.
Bachelor's degree in Finance, Business, or a related field (MBA or CFA a plus).
PREFERRED SKILLS
Existing book of relationships in the family office and wealth management space.
Experience across multiple fund structures (co-investments, SPVs, open/closed-end funds, etc.).
Self-starter who thrives with autonomy and accountability.
A collaborative team player who can operate effectively across disciplines.