Managing Director – Head of Business Development

Matter Family Office

. Develop and execute Matter's organic growth strategy with the CEO and leadership team, including target markets, ideal client profiles, and business development objectives .

Posted 10/8/2026full-timeRemote • Colorado • United StatesLead💰 $200,000 - $250,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates extensive experience in business development and relationship management, particularly with high-net-worth and ultra-high-net-worth families and family offices. Proven ability to develop and execute growth strategies, build business development methodologies, and effectively collaborate with C-suite executives and external stakeholders.

Highest-signal resume keywords

Business DevelopmentRelationship ManagementWealth ManagementFamily Office EcosystemCRM Practices

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Business Development MethodologyPipeline StagesOpportunity ScoringProposalsConversion StandardsReportingForecastingKPI ImplementationProcess ImprovementMetrics Development

Soft Skills

Emotional IntelligenceCommunication SkillsJudgmentDiscretionIntegrity

Tools & Technologies

CRM Systems

Certifications & Qualifications

Bachelor's DegreeAdvanced Degree

Industry Keywords

High-Net-Worth FamiliesUltra-High-Net-Worth FamiliesFamily OfficesInvestment ManagementProfessional Services

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

10+ years of progressive experience in business development, relationship management, wealth or investment management, family office, or professional services
Demonstrated success developing relationships with HNW/UHNW families, family offices, and their trusted advisors
Strong understanding of the family office ecosystem
Proven track record of generating and converting significant new business
Experience building or improving business development processes, systems, and metrics
Ability to operate effectively with C-suite executives, sophisticated clients, and influential external stakeholders
Exceptional judgment, discretion, integrity, emotional intelligence, and communication skills
Bachelor's degree required
Advanced degree preferred
Unable to sponsor work visas

Benefits

Comp & perks

Medical and dental plans with HSA/FSA options
Employer-paid disability and life insurance
401(k) with employer match
10 paid holidays
Competitive vacation and sick leave
Continuing education support
Career growth support
Community involvement support