Matter Family Office

Business Development Rep

• Develop and execute Matter's organic growth strategy with the CEO and leadership team, including target markets, ideal client profiles, and business development objectives
• Build the firm's business development methodology, including pipeline stages, prospect qualification, opportunity scoring, proposals, and conversion standards
• Implement CRM practices, reporting, forecasting, and KPIs, and report progress, trends, and risks to leadership
• Build a pipeline of prospective families, centers of influence, and referral partners, and personally lead high-value prospect relationships through onboarding
• Grow introductions from attorneys, CPAs, bankers, and investment and family office professionals, and represent Matter at industry events
• Partner with Marketing and leadership to refine Matter's positioning, and with service teams to develop tailored proposals for prospective families
• Evaluate prospective relationships for fit, complexity, profitability, risk, and capacity, and create a clear handoff to client service teams
• Coach professionals involved in business development and build organizational capability so growth does not depend on a few individuals
• Report to the CEO and partner with leaders across Investment Management, Wealth Planning & Coordination, and Family Culture & Learning

Explore Managing Director – Head of Business Development at Matter Family Office. Review requirements and application details.