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.