What are the responsibilities and job description for the VP, Business Development position at Fountainhead Asset Management?
Fountainhead Asset Management (FAM) is seeking a highly motivated, outgoing, and experienced Business Development Vice President to join our outsourced chief investment office (OCIO) and expand its presence in the US wealth channel, focusing on RIAs, COIs, and IARs.
FAM is a $1 billion OCIO providing institutional-level investment management, including model construction and management, deep due diligence and recommendation of alternative investments, and advanced tax optimization techniques. Our investment management offerings are supported by a fully integrated technology platform that allows for high efficiency and scale for our advisory clients. Our approach has resulted in robust AUM growth of our partners.
This role is instrumental in growing and expanding the company’s presence and client base. This individual will be expected to drive the acquisition of new clients while assisting in growing new business initiatives with existing clients. As part of these responsibilities, this individual would be expected to create compelling presentations, develop market analysis and strategy, help negotiate contracts, and help organize implementation efforts.
Responsibilities : Business Development
- Identify and drive opportunities with new clients and within our existing client base
- Develop relationships with RIAs, COIs, IARs, and other groups that can benefit from an OCIO
- Lead demonstrations for new prospects and work collaboratively with internal teams on client launches and strategic initiatives
- Collaborate with management and marketing to craft and enhance sales strategies
- Analyze market trends and client needs to support sales goals
- Segment clients effectively to maximize market penetration and revenue growth
- Provide detailed pipeline updates and reports to be shared with our internal stakeholders
- Maintain high visibility and engagement across all levels to ensure alignment and strategic success
Market Analysis and Reporting
Marketing Coordination
Product Development Support
Requirements :
Applications will be accepted until the position is filled. Decisions regarding compensation are determined on a case-by-case basis and are dependent on a variety of factors including but not limited to location; skill sets; experience and training; licensure and certifications; and other business and organizational needs.
