Confidential
Vice President of New Business Development
About the Company
Technology-driven investment management firm
Industry Financial Services
Type Privately Held
Founded 1946
Employees 10,001+
Categories
Financial Services Security Investment Management Asset Management B2B Consulting & Professional Services Marketplace Boston Brokerage Business News College Savings Etfs Finance Financial Financial News Investments Ira Legal & HR Software Mutual Funds Online Trading Retirement Software Software Development & Design Stock Trading 529 College Savings Plan Financial Advisors Financial Guidance Investing Strategies Personal Finance Wealth Management Insurance E-Commerce Savings & Investing Investing Financial Advisers Investment Financial Markets Financial Trading Risk Analysis Testing & Analysis Employee Management Business Management and Planning
Specialties
retirement investments online trading asset management ira 401k mutual funds stocks etf bonds brokerage cash management hsa 529 plans annuities life insurance benefits consulting stock plan services business news and wealth management
Business Classifications
B2B Marketplace
About the Role
The Company is in search of a Vice President for New Business Development with a focus on expanding its donor-advised fund platform. The successful candidate will be responsible for driving revenue growth by building institutional partnerships with Registered Investment Advisors, Broker-Dealers, and Multi-Family Offices. This role requires a strategic and entrepreneurial individual with a deep understanding of the wealth management and financial intermediary ecosystem, strong consultative sales skills, and a passion for philanthropy. The VP will be tasked with identifying, developing, and closing new institutional partnerships, as well as leading contract negotiations and ensuring the successful integration of the donor-advised fund platform into the partner firms' branded giving solutions.
Applicants for the Vice President position should have a minimum of 10 years' experience in institutional business development, strategic partnerships, or sales within the wealth management, asset management, or fintech sectors. The role demands a candidate with a proven track record in developing and closing complex, multi-stakeholder partnerships, exceptional communication, negotiation, and presentation skills, and an entrepreneurial approach to business development. A Bachelor's degree is required, with a preference for candidates holding an MBA or CFP/Charitable Planning credential. The ideal candidate will also have a strong familiarity with donor-advised funds, charitable giving vehicles, and financial intermediary platforms, and will be adept at market development, positioning, and maintaining a deep understanding of industry trends and regulatory developments.
Travel Percent Less than 10%
Functions
Business Development
About the Company
Technology-driven investment management firm
Industry Financial Services
Type Privately Held
Founded 1946
Employees 10,001+
Categories
Financial Services Security Investment Management Asset Management B2B Consulting & Professional Services Marketplace Boston Brokerage Business News College Savings Etfs Finance Financial Financial News Investments Ira Legal & HR Software Mutual Funds Online Trading Retirement Software Software Development & Design Stock Trading 529 College Savings Plan Financial Advisors Financial Guidance Investing Strategies Personal Finance Wealth Management Insurance E-Commerce Savings & Investing Investing Financial Advisers Investment Financial Markets Financial Trading Risk Analysis Testing & Analysis Employee Management Business Management and Planning
Specialties
retirement investments online trading asset management ira 401k mutual funds stocks etf bonds brokerage cash management hsa 529 plans annuities life insurance benefits consulting stock plan services business news and wealth management
Business Classifications
B2B Marketplace
About the Role
The Company is in search of a Vice President for New Business Development with a focus on expanding its donor-advised fund platform. The successful candidate will be responsible for driving revenue growth by building institutional partnerships with Registered Investment Advisors, Broker-Dealers, and Multi-Family Offices. This role requires a strategic and entrepreneurial individual with a deep understanding of the wealth management and financial intermediary ecosystem, strong consultative sales skills, and a passion for philanthropy. The VP will be tasked with identifying, developing, and closing new institutional partnerships, as well as leading contract negotiations and ensuring the successful integration of the donor-advised fund platform into the partner firms' branded giving solutions.
Applicants for the Vice President position should have a minimum of 10 years' experience in institutional business development, strategic partnerships, or sales within the wealth management, asset management, or fintech sectors. The role demands a candidate with a proven track record in developing and closing complex, multi-stakeholder partnerships, exceptional communication, negotiation, and presentation skills, and an entrepreneurial approach to business development. A Bachelor's degree is required, with a preference for candidates holding an MBA or CFP/Charitable Planning credential. The ideal candidate will also have a strong familiarity with donor-advised funds, charitable giving vehicles, and financial intermediary platforms, and will be adept at market development, positioning, and maintaining a deep understanding of industry trends and regulatory developments.
Travel Percent Less than 10%
Functions
Business Development