A family office for your family.

Director of Client Development

DirectorDirectorFull TimeRemoteTeam 501-1,000Since 1985H1B No SponsorCompany Site LinkedIn

Location

United States

Posted

68 days ago

Salary

$170K - $200K / year

Bachelor Degree5 yrs expEnglish

Job Description

• Lead rapid-response teams: Drive initial intake and creation of “Tiger Teams” for high‑value opportunities; validate lead eligibility and stand up teams leveraging standardized, organized process with stakeholder buy-in. Ensure capacity and manage specialist assignments. • Ensure Orchestration of HNW customer journey: Ensure Client Development specialists coordinate calendars for meetings, set agendas, and run internal prep huddles; schedule and coordinate proposal calls; ensure executive participation & all resources required are confirmed and briefed. • Manage internal stakeholders: Interface with senior leaders; synthesize updates clearly; escalate issues with context and recommended options; maintain momentum across multiple concurrent Tiger Teams. • Develop unified governance & CRM hygiene: Ensure Tiger Team artifacts (notes, action items, decisions) are captured; keep Salesforce stages, owner assignments, and follow‑ups current; proactively surface risks/blockers and drive resolution. • Drive long-term team strategy: Identify opportunities to improve and grow the program by establishing and tracking core program KPIs such as outcomes, conversion rates, cycle time, etc; facilitate retrospectives and document / act on learnings.

Job Requirements

5 – 10 years of program/project management and/or sales operations experience coordinating executive stakeholders and complex, multi‑step deals
Exceptional client‑facing presence with the ability to interface directly with high‑net‑worth prospects and tailor a concierge‑level experience
Strong orchestration skills: calendar and agenda management, meeting facilitation, action‑item tracking, and cross‑functional follow‑through across many moving pieces
Outstanding written and verbal communication; executive‑ready synthesis; ability to produce clear briefs, recaps, and proposal packaging
Proficiency with Salesforce (CRM), Microsoft Teams/Zoom, and Microsoft Office (Excel/PowerPoint); familiarity with scheduling/routing tools (e.g., Calendly) and collaboration platforms (Box)
Proactive problem solver with high ownership; thrives in a fast‑paced, dynamic environment; adept at risk identification and mitigation
High discretion and judgment; understands compliance, documentation, and recordkeeping requirements in a regulated environment
Bachelor’s degree from an accredited institution required

Benefits

Company Paid Basic Life & AD&D Insurance
Company Paid Short-Term and Long-Term Disability Insurance
Supplemental Life & AD&D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance
Three medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.
Health Savings Account (HSA) with company contributions on a per pay period basis if enrolled in either HDHP medical plan.
Two comprehensive Dental Plans
Vision Insurance Plan
Dependent Care Savings Account for child and dependent care.
14 Company Paid Holidays with a full week off at Thanksgiving.
Generous paid time off program for vacation and sick days
Employee Assistance Plan
Family Medical Leave
Paid Parental Leave (6 weeks)
Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (6 weeks) to provide time for recovery, baby bonding, and enjoying your family time.
Adoption Assistance Reimbursement Program
Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more.
401(k) Retirement Plan with both Traditional and Roth plans with per pay period match
Pet Insurance