Manager, Client Development

The Family Business Consulting Group • Rosemont, IL

8d • Remote

About The Position

The Manager, Client Development stewards each family's first experience of The Family Business Consulting Group (FBCG) and leads the firm's approach to developing new client relationships. Reporting to the President & CEO, the role is accountable for new client relationships that come to the firm directly and oversees those relationships from first conversation through engagement. The Manager listens to families, assesses their circumstances, goals, readiness, and fit, and connects them with the most suitable consultants to ensure a thoughtful handoff.

The role cultivates relationships with family principals and referral partners, supports consultants in using the firm's client development approach and tools, and monitors firmwide relationship development measures. It also maintains accurate CRM records, prepares quarterly relationship outlooks, and leads the Client Services Project Administrator. Success calls for sound judgment, discretion, credibility with experienced consultants, and the ability to influence without direct authority.

This is a remote-first position. During the initial 90-day onboarding phase, the employee can expect to spend 3–4 days per week in the Rosemont office. After onboarding, travel is required for relationship development meetings, industry events, in-person team meetings in Rosemont, and quarterly firmwide two-day meetings beginning Monday evening and ending Wednesday afternoon. Travel expenses for locations other than the Rosemont office are reimbursed or covered by the company.

The base salary range is $115,000–$140,000, commensurate with experience. An annual incentive tied to new client relationship goals is expected to be approximately $10,000–$15,000.

Requirements

• Bachelor's degree required.
• At least 5 years of experience in relationship-centered client development, philanthropic or advancement work, or family engagement within a professional services or advisory environment.
• Demonstrated track record of meeting relationship development, growth, or fundraising goals.
• Experience managing at least one direct report, including setting priorities and conducting performance evaluations.
• Ability to support and build credibility with highly experienced consultants and advisors without direct authority.
• Executive presence and business acumen to engage in high-level discussions about ownership, governance, and family wealth with business-owning families and their advisors.
• Sound judgment and discretion with confidential family, business, and financial matters.
• Strong written and verbal communication skills and a clear relational orientation.
• Proficiency in Salesforce, HubSpot, or an equivalent CRM and Google Workspace.

Nice To Haves

• Master's degree preferred.
• Relevant experience may come from university development, law or accounting firm business development, family business centers, multi-family offices (MFOs), wealth management, or executive search firms.
• Knowledge of the family enterprise field and Entrepreneurial Operating System (EOS).

Responsibilities

• Serve as the first point of contact for families exploring FBCG, representing the firm's care, discretion, and professionalism.
• Lead conversations to understand each family's circumstances, goals, readiness, and fit with FBCG's work.
• Match families with appropriate consultants based on expertise, style, and availability, and ensure a seamless transition.
• Identify and raise concerns when an engagement may not serve the family or the firm well.
• Take accountability for new client relationships and first engagements that come directly to the firm.
• Cultivate long-term relationships with family principals and referral partners, including attorneys, wealth advisors, family offices, and accountants.
• Partner with marketing to set quarterly goals for new family inquiries and report which sources bring strong-fit families.
• Track firmwide relationship development measures by source and identify ways to strengthen the family experience.
• Represent FBCG at industry gatherings and meetings with families and advisors, ensuring timely and thoughtful follow-through.
• Steward new client relationships and provide timely, attentive follow-through.
• Maintain accurate, current, and reliable CRM records.
• Prepare a quarterly outlook on new client relationships and review it with the President & CEO.
• Support consultants in using the firm's client development approach, tools, and resources.
• Hold regular relationship reviews with consultants, particularly those onboarding with FBCG.
• Partner with Consultant Services to support onboarding consultants as they establish their practice with FBCG.
• Refine the firm's client development approach and encourage its use by explaining its value and modeling it.
• Lead, manage, and develop the Client Services Project Administrator, including setting priorities, holding quarterly conversations, and conducting performance reviews.
• Set standards for responding to families, scheduling, event and webinar follow-up, and CRM recordkeeping.
• Participate in the firm's Entrepreneurial Operating System (EOS) planning cadence, including rocks, scorecard measures, and issue solving.

Benefits

• Annual incentive tied to new client relationship goals, expected to be approximately $10,000–$15,000.
• Comprehensive medical, dental, vision, and life insurance coverage.
• FSA/HSA options.
• 401(k) plan with up to 4% employer contribution match.
• Paid holidays, including a winter break.
• Paid Time Off.
• Travel expenses for locations other than the Rosemont office are reimbursed or covered by the company.

What This Job Offers

• Job Type: Full-time
• Career Level: Manager