Growth & Business Development Officer

Beacon Bank•Springfield, MA

3d•$96,089 - $177,069

About The Position

Clarendon Private is seeking an entrepreneurial, relationship-driven professional to lead organic growth and new-client acquisition. The role will expand the firm’s reach among high- and ultra-high-net-worth individuals and families, while developing relationships with centers of influence and strategic partners. As a senior ambassador for the firm, the officer identifies prospective clients, creates opportunities for engagement, and partners with wealth advisors to convert qualified opportunities into long-term client relationships. The position combines growth strategy, relationship development, and disciplined execution. The successful candidate will bring an established network, strong commercial instincts, and an entrepreneurial mindset, and will build a repeatable growth platform while preserving Clarendon’s personal, relationship-driven approach.

Requirements

Bachelor’s degree required.
Significant experience in business development, relationship management, or a related field.
Demonstrated ability to build trusted relationships with senior executives, founders, and sophisticated professionals.
Strong, expandable professional network.
Track record of originating opportunities and building pipelines.
Entrepreneurial mindset and ability to build new initiatives from the ground up.
Exceptional interpersonal and communication skills, with strong strategic and analytical capabilities.
Ability to operate independently while collaborating closely with advisors and leadership.
High degree of judgment, discretion, and professionalism.
Appropriate securities or investment adviser licensing, or willingness to obtain it following hire.
Demonstrated knowledge of financial markets and macroeconomics.

Nice To Haves

Advanced degree.

Responsibilities

Develop and execute a strategy for organic growth and new-client acquisition.
Identify attractive client segments, communities, and markets for growth.
Articulate and amplify a compelling narrative around Clarendon’s capabilities and customized client services.
Gather market feedback to continually refine positioning and growth strategy.
Source, cultivate, and qualify relationships with prospective clients, including founders, executives, business owners, and individuals approaching significant liquidity or financial transition events.
Build and deepen relationships with centers of influence, including attorneys, accountants, bankers, investors, and other trusted service providers who can create pathways to prospective clients.
Develop trust over time and identify the appropriate moment to introduce Clarendon and its advisory services.
Manage a disciplined pipeline from initial relationship through qualified prospect and advisor engagement to conversion.
Partner with Clarendon wealth advisors throughout the prospect process, ensuring a seamless handoff to the client team.
Create opportunities for prospects to experience Clarendon through events, roundtables, and educational programs.
Represent Clarendon at conferences and industry gatherings to build relationships and expand its presence in target markets.
Develop opportunities for clients and partners to introduce the firm within their networks.
Build and manage a disciplined pipeline and CRM process, with clear stages from relationship to conversion.
Establish KPIs and reporting to measure pipeline quality and conversion.
Lead regular pipeline reviews with leadership and advisors.
Use data and market feedback to continually refine the firm’s growth approach.