Fountainhead Asset Management | VP, Business ...

Fountainhead Asset Management (FAM) is seeking a highly motivated, outgoing, and experienced Business Development Vice President to join our outsourced chief investment office (OCIO) and expand its presence in the US wealth channel, focusing on RIAs, COIs, and IARs.FAM is a $1+ billion OCIO providing institutional-level investment management, including model construction and management, deep due diligence and recommendation of alternative investments, and advanced tax optimization techniques. Our investment management offerings are supported by a fully integrated technology platform that allows for high efficiency and scale for our advisory clients. Our approach has resulted in robust AUM growth of our partners.This role is instrumental in growing and expanding the company's presence and client base. This individual will be expected to drive the acquisition of new clients while assisting in growing new business initiatives with existing clients. As part of these responsibilities, this individual would be expected to create compelling presentations, develop market analysis and strategy, help negotiate contracts, and help organize implementation efforts. Responsibilities:Business DevelopmentIdentify and drive opportunities with new clients and within our existing client baseDevelop relationships with RIAs, COIs, IARs, and other groups that can benefit from an OCIOLead demonstrations for new prospects and work collaboratively with internal teams on client launches and strategic initiativesCollaborate with management and marketing to craft and enhance sales strategiesAnalyze market trends and client needs to support sales goalsSegment clients effectively to maximize market penetration and revenue growthProvide detailed pipeline updates and reports to be shared with our internal stakeholdersMaintain high visibility and engagement across all levels to ensure alignment and strategic successMarket Analysis and ReportingConduct comprehensive market analyses to uncover trends and opportunitiesDeliver insightful reports on sales performance, client feedback, and market intelligence to senior managementDevelop and maintain dashboards to monitor the effectiveness of sales strategies and campaignsMarketing CoordinationPartner with the marketing team to design and execute campaigns that boost brand awareness and lead generationAssist in creating customized marketing materials, including brochures and digital content, to support strategic sales objectivesProduct Development SupportAlign product enhancements with market demands by collaborating with the analyst team (both investment and tech)Provide insights based on client feedback and rigorous market research, and support new product launches, ensuring sales is well-equipped and informed Requirements:3-10+ years of experience in a business developmentrelationship management capacity3-10+ years of experience working within financial services or the financial technology industryStrong track record of building and maintaining client relationships with key decision-makersExperience working in a dynamic and fast-paced entrepreneurial environmentExcellent verbal and written communication skillsStrategic mindset and ability to work independentlyDemonstrated client service skills with key stakeholders and clientsApplications will be accepted until the position is filled. Decisions regarding compensation are determined on a case-by-case basis and are dependent on a variety of factors including but not limited to location; skill sets; experience and training; licensure and certifications; and other business and organizational needs.*Expected travel from time to time to our NYC office.

Created: 2025-01-19