About The Position

We are a rapidly growing multi-family office that provides bespoke, uniquely value-added, investment services to a select group of ultra high net worth families. Our investment platform spans a range of asset classes including direct investments, private equity, venture capital, real estate, credit, and fund-of-funds structures, enabling us to provide tailored opportunities aligned with each family’s unique objectives. We are seeking a dynamic and experienced Member Development Advisor to lead client engagement initiatives. The ideal candidate will bring an established network of family offices and ultra high net worth families, a deep understanding of family office dynamics & services, and an innate ability to forge sincere and meaningful relationships. This individual will play a key role in growing our select member base, cultivating long-term relationships with prospective ultra high net worth families.

Requirements

  • 7–10+ years of experience in investor relations, capital raising, or business development within private markets, asset management, or a multi-family office.
  • Sufficient understanding of alternative investment strategies, structures, and investor expectations.
  • Excellent communication and presentation skills with a client-first mindset.
  • Highly organized, detail-oriented, and comfortable working in an entrepreneurial environment.
  • Bachelor's degree in Finance, Business, or a related field (MBA or CFA a plus).

Nice To Haves

  • Existing book of relationships in the family office and wealth management space.
  • Experience across multiple fund structures (co-investments, SPVs, open/closed-end funds, etc.).
  • Self-starter who thrives with autonomy and accountability.
  • A collaborative team player who can operate effectively across disciplines.

Responsibilities

  • Develop relationships within the ultra high net worth community to determine prospective member families that are values aligned with our firm.
  • Host and attend private events, develop individual personal relationships and generally seek to add value to members of the community.
  • Monitor key industry events, with a keen focus on fundraising rounds, mergers & acquisitions, IPOs, and other meaningful liquidity events.
  • Utilize various tools/sources to enhance or complement existing Investment Management Development efforts, including: Pitchbook, Salesforce, WealthX, SEC filings and others.
  • Provide insights on market trends and investor sentiment to inform firm strategy.
  • Maintain and grow a CRM system with member data, meeting notes, and follow-up actions.
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