Growth & Business Development Officer

Beacon Bank•Springfield, MA

About The Position

Clarendon Private is seeking an entrepreneurial, relationship-driven professional to lead organic growth and new-client acquisition. The role expands the firm’s reach among high- and ultra-high-net-worth individuals and families, while cultivating 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, while building a repeatable growth platform that preserves 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.
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.
Articulate and amplify a compelling narrative about Clarendon’s capabilities and customized client services.
Gather market feedback to refine the firm’s positioning and growth strategy.
Source, cultivate, and qualify prospective-client relationships, 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.
Develop trust with prospective clients and identify appropriate opportunities to introduce Clarendon and its advisory services.
Manage a disciplined pipeline from initial relationship through qualified prospect, advisor engagement, and conversion.
Partner with Clarendon wealth advisors throughout the prospect process and ensure a seamless handoff to the client team.
Create opportunities for prospects to experience Clarendon through events, roundtables, and educational activities.
Represent Clarendon at conferences and industry gatherings to build relationships and expand the firm’s 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.