SVP, Business Development & Relationships

Mid / Senior


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About This Workplace

Meytier Partner

We are seeking a Senior Vice President of Business Development and Relationships to focus on driving business growth, building a referral pipeline and fostering key relationships with “Centers of Influence” (COIs) in the UHNW investment ecosystem.

Key Responsibilities:

  • Focus your relationship management expertise to effectively promote our services and expand our client base
  • Identify COIs (firms, individuals or entities) such as attorneys, accountants, insurance providers, etc. who collaborate with those in the UHNW space
  • Educate COIs on LFOP’s capabilities
  • Establish and maintain meaningful connections with COIs through networking events, introductions, conferences, panels and targeted outreach efforts; stay updated on market trends and client needs as well as COI services, performance and offerings.
  • Track communications in Salesforce.
  • Showcase LFOP’s expertise and value proposition by hosting seminars, events providing educational resources, etc.
  • Create a symbiotic relationship with COIs for client referrals to LFOP and referrals back to the COI as needs arise from LFOP’s clients

Desired Profile:

  • 10+ years experience in the wealth management industry including working with Trust and Estate attorneys and accountants
  • Ability to work proactively and independently as a member of a small, flat, cohesive team with limited supervision
  • Comprehensive knowledge of investments, tax and estate planning services
  • Demonstrated success in business building, sales and relationship management
  • Outstanding attention to detail, with ability to perform and prioritize multiple tasks simultaneously while meeting or exceeding deadlines
  • Strong proficiency in Microsoft Office Suite
  • Exceptional interpersonal, communication and presentation skills
  • Collegial, collaborative mindset
  • A belief in continuous improvement
  • Ability to participate in some domestic and international travel

Compensation Range: $150k-$200k (approximately)

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