Job description

Build a business development strategy that turns client needs into measurable growth. Join a senior leadership team focused on delivering consistent, high-quality experiences at scale. You’ll connect stakeholders across functions to simplify how teams acquire, deepen, and retain client relationships. If you thrive in complex environments and enjoy turning strategy into execution, this role offers broad impact and visible outcomes. Job summary As a Managing Director, business development (affluent segment) in the Private Client business development team, you will lead the go-to-market and growth strategy for the affluent segment while aligning partners across the firm to deliver a consistent client experience at scale. You will shape how relationship teams engage clients across acquisition, deepening, and retention using clear priorities, disciplined execution, and actionable insights. You will also strengthen governance, operating rhythms, and risk-aware decision-making to support sustainable performance. Job responsibilities • Set and execute the affluent-segment business development strategy, translating priorities into an operating plan, roadmap, and measurable outcomes. • Lead relationship manager onboarding and development in partnership with Human Resources and training teams, building scalable capabilities in advisory excellence, licensing readiness, and client engagement practices. • Drive engagement programs that improve retention and relationship deepening, using defined metrics, continuous improvement loops, and disciplined follow-through. • Define and deliver a roadmap for centralized client insights and acquisition workflows, including predictive insights, to support faster and higher-quality responses to client needs. • Partner across lines of business to design and govern a referral strategy with clear service standards, capacity alignment, and escalation paths. • Own relationship manager incentive strategy and performance outcomes in partnership with compensation, finance, and controls stakeholders, using analytics to align commercial levers to business objectives and regulatory expectations. • Establish governance routines, decision rights, and success metrics to support rollout, change management, and sustained execution. • Partner with data and technology teams to scale insights and simplify administration of key workflows, including assessing implications of artificial intelligence for operating model, risk, and workforce. Provide regular updates to senior stakeholders on priorities, progress, risks, and results, and act on feedback to improve outcomes. • Champion inclusive decision-making, talent development, succession planning, and empowerment through culture and strategic intent. Required qualifications, capabilities and skills • 12 +years of progressively senior leadership experience, including leading leaders in a matrixed, multi-site organization. • Experience setting strategy and delivering measurable growth across acquisition, deepening, and retention at scale. • Experience influencing executive stakeholders and delivering outcomes through partnership and cross-functional collaboration. • Experience establishing governance, operating rhythms, and decision-making processes to drive execution and accountability. • Experience using financial and performance data to make commercial decisions, prioritize initiatives, and remove roadblocks. • Experience managing budget and headcount tradeoffs and delivering against defined objectives and metrics. • Experience designing incentive frameworks and performance management in regulated environments. • Experience leading transformation and change management initiatives with sustained execution. • Demonstrated people leadership experience, including talent development and succession planning. • Strong written and verbal communication skills, including delivering executive-level updates. Preferred qualifications, capabilities and skills • Experience in affluent, wealth, or private client-oriented financial services segments. • Experience building or scaling centralized client insights, reporting, and field execution workflows. • Experience designing enterprise referral programs with service-level expectations and escalation paths. • Experience partnering closely with data, technology, and analytics teams to deliver measurable business outcomes. • Experience supporting licensing readiness programs and advisory capability development. • Experience evaluating and implementing artificial intelligence-enabled solutions within a controlled risk environment. Lead affluent-segment growth through acquisition, retention, and insights-driven execution.

Requirements

Must-haves

Set and execute the affluent-segment business development strategy, translating priorities into an operating plan, roadmap, and measurable outcomes.
Lead relationship manager onboarding and development in partnership with Human Resources and training teams, building scalable capabilities in advisory excellence, licensing readiness, and client engagement practices.
Drive engagement programs that improve retention and relationship deepening, using defined metrics, continuous improvement loops, and disciplined follow-through.
Define and deliver a roadmap for centralized client insights and acquisition workflows, including predictive insights, to support faster and higher-quality responses to client needs.
Partner across lines of business to design and govern a referral strategy with clear service standards, capacity alignment, and escalation paths.
Establish governance routines, decision rights, and success metrics to support rollout, change management, and sustained execution.
Partner with data and technology teams to scale insights and simplify administration of key workflows, including assessing implications of artificial intelligence for operating model, risk, and workforce.
Provide regular updates to senior stakeholders on priorities, progress, risks, and results, and act on feedback to improve outcomes.
Champion inclusive decision-making, talent development, succession planning, and empowerment through culture and strategic intent.
Required qualifications, capabilities and skills
12 +years of progressively senior leadership experience, including leading leaders in a matrixed, multi-site organization.
Experience setting strategy and delivering measurable growth across acquisition, deepening, and retention at scale.
Experience influencing executive stakeholders and delivering outcomes through partnership and cross-functional collaboration.
Experience establishing governance, operating rhythms, and decision-making processes to drive execution and accountability.
Experience using financial and performance data to make commercial decisions, prioritize initiatives, and remove roadblocks.
Experience managing budget and headcount tradeoffs and delivering against defined objectives and metrics.
Experience designing incentive frameworks and performance management in regulated environments.
Experience leading transformation and change management initiatives with sustained execution.
Demonstrated people leadership experience, including talent development and succession planning.
Strong written and verbal communication skills, including delivering executive-level updates.
Experience in affluent, wealth, or private client-oriented financial services segments.
Experience building or scaling centralized client insights, reporting, and field execution workflows.
Experience designing enterprise referral programs with service-level expectations and escalation paths.

Nice-to-haves

Preferred qualifications, capabilities and skills

Application prep

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Keywords to mirror

Platform: oracle-cloud
Effort: medium