Strategic Growth Director

About the Opportunity Our client, a well‑established and nationally recognized Registered Investment Advisor (RIA), is seeking a Director of Investor Relations and Growth Strategy to join their high‑performing team. This role is ideal for a results‑driven professional who thrives at the intersection of marketing, business development, and private investments. The Strategic Growth Director will play a pivotal role in expanding the firm’s client base and supporting capital‑raising initiatives for its Alternative Private Investments (API) platform. By identifying, engaging, and qualifying prospective clients and investors, you will convert early‑stage interest into warm, actionable opportunities for the firm’s Wealth Advisors and API team. Key Responsibilities Proactively identify potential wealth management clients through targeted outreach, strategic events, and referral networks Build engagement through personalized communication via email, phone, and LinkedIn Assess prospect fit based on asset thresholds, timing, and service alignment Maintain accurate, up‑to‑date, and actionable CRM records Partner closely with Wealth Advisors to ensure smooth and effective handoffs Collaborate with Marketing to refine campaigns, calls‑to‑action, and lead targeting strategies Investor Engagement & Capital Raise Support Connect with individuals and institutions aligned with the firm’s private investment strategies Share educational materials to nurture interest and move prospects toward commitment Maintain a robust investor pipeline in the CRM, documenting all interactions Coordinate discovery and closing conversations for the API team Support webinars, investor briefings, and other events by driving attendance and following up with attendees Assist in creating investor pitch decks and onboarding documentation in partnership with Marketing and Compliance Collaboration, Process & Results Track outreach activity, conversion rates, and pipeline performance on a weekly basis Recommend enhancements to sourcing processes and outreach strategies Ensure alignment and communication between marketing, business development, and investment teams Qualifications & Experience 3–7 years of experience in business development, outbound sales, investor relations, or lead generation Proven track record of sourcing and qualifying opportunities within wealth management or investment services Knowledge of the RIA model and alternative/private investment offerings CRM proficiency (Salesforce, HubSpot, or SmartOffice preferred) and commitment to data discipline Excellent communication skills, with confidence in initiating conversations and handling objections Highly organized, self‑motivated, and accountable to activity and conversion goals Ability to travel for meetings, conferences, and events as needed Familiarity with the EOS® operating model is a plus Strong team player able to collaborate across departments Compensation & Benefits Base Salary – Competitive fixed compensation reflective of experience and qualifications Performance Bonus – Annual incentive tied to business development results and strategic growth metrics Long‑Term Incentives (LTI) – Equity or restricted shares designed to reward long‑term contribution and firm growth About MPG Madison Professional Group (MPG) is a third‑party recruiting partner and equal opportunity employer. All qualified applicants will receive consideration without regard to race, color, religion, sex, gender identity, sexual orientation, national origin, disability, or veteran status. #J-18808-Ljbffr Madison Professional Group