Business Development Officer
Hirtle & Co. is a registered investment adviser that pioneered the Outsourced Chief Investment Officer model in 1988. We set out nearly forty years ago to transform the investment management industry for the benefit of our clients, and that is exactly what we are still doing today. Simply put, we exist to serve our clients.
Trust, integrity, curiosity, collaboration and innovation are central to our culture. We are dedicated to serving our clients in perpetuity by building an enduring institution. We seek talented individuals who will embrace our partnership culture and possess the drive to make a difference. We challenge each other to be our best selves and recognize our team’s efforts with competitive compensation and benefits.
About the Role
As a Business Development Officer (BDO), you will be an essential member of Hirtle & Co.’s Client Engagement Team, focusing on strategic prospecting to cultivate new client relationships in our expanding regions. This role is ideal for recent MBA graduates with a passion for the markets, a relationship-driven mindset, and a goal-oriented approach. The BDO will report to our headquarters and will be responsible for driving new business development through effective networking and strategic engagement through the following ways:
- Strategic Prospecting: Design and execute a strategic growth plan to identify, prioritize, and engage new institutional and family business prospects in your region.
- Client Relationship Development: Grow and nurture a personal and professional network of high-net-worth (HNW) families and members of the institutional investment community through targeted marketing efforts to generate new clients.
- Raise brand awareness by actively networking in the industry, attending conferences, identifying sponsorship opportunities, and creating custom marketing events for prospective clients.
- Demonstrate an understanding of our unique value proposition as a total investment solution to prospective clients.
- Understand prospective clients’ immediate and future needs, stakeholders, and decision-makers through active listening.
- Gain a deep understanding of prospective clients’ strategies, industry positions, and success drivers to support strategic recommendations.
- Collaborate successfully across all departments and with all members of the firm to lead an effective sales process for potential clients.
- Record and document all communication activities for ongoing follow-up, maintaining and updating our internal database of clients/contacts in Salesforce.
- Arrange introductory meetings, work with the Hirtle & Co. team to close new business and develop strong relationships with centers of influence and referral sources.
- Participate in all relevant Hirtle & Co. training and team-building programs.
Competencies for success:
- Strong integrity, ethics, and passion.
- 1+ years of relevant experience and a proven track record of business development success
- BA/BS required; MBA preferred.
- Strong proficiency across a wide range of traditional and alternative investment products.
- Excellent written and verbal communication skills.
- High energy, self-starter with strong networking and communications skills.
- Tireless work ethic and competitive winning spirit.
- High intellectual curiosity and attention to detail.
- High level of independence yet thrives in a collaborative environment with a diverse and inclusive team.
- Committed to regional travel.
- Holds, or is prepared to obtain, the Series 3 and 65 licenses.
- Uncompromising integrity and professionalism.
- Ability to build strong relationships with potential clients and centers of influence through active listening and problem resolution.
- Ability to distill complex problems into understandable, actionable strategies.
- Charisma and character that inspire the marketplace.
At Hirtle & Co., we don’t just accept difference – we celebrate it, we support it, and we thrive on it for the benefit of our clients and our employees. Hirtle & Co. is proud to be an equal opportunity workplace. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability status, gender identity or orientation, Veteran Status, or any other characteristic protected by federal, state or local laws. If you have a disability or special need that requires accommodation, please let us know.
No agencies please.