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Growth & Business Development Officer

L7

beacon bankSpringfield, MAtoday
Clarendon Private Wealth Advisor Position Clarendon Private is seeking an entrepreneurial, relationship-driven professional to lead the firm's organic growth and new client acquisition efforts. This person will expand Clarendon's reach among high- and ultra-high-net-worth individuals and families, while cultivating relationships with centers of influence and strategic partners. Serving as a senior ambassador for the firm, they will identify prospective clients, create meaningful opportunities for engagement, and partner with wealth advisors to convert qualified opportunities into long-term client relationships. The role combines growth strategy, relationship development, and disciplined execution. The ideal candidate brings an established network, strong commercial instincts, and an entrepreneurial mindset, with the ability to build a repeatable growth platform while preserving Clarendon's personal, relationship-driven approach. Growth Strategy Develop and execute a strategy for organic growth and new client acquisition. Identify attractive client segments, communities, and markets for expansion. Articulate and amplify a compelling narrative around Clarendon's capabilities and customized client solutions. Gather market feedback to continually refine positioning and offerings. Relationship Development & New Clients Source, cultivate, and qualify relationships with prospective clients, 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 who can create pathways to prospective clients. Develop trust over time and identify the appropriate moment 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, ensuring a seamless handoff to the client team. Engagement & Visibility Create opportunities for prospects to experience Clarendon through events, roundtables, and educational initiatives. Represent Clarendon at conferences and industry gatherings to build relationships and expand presence in target markets. Develop opportunities for clients and partners to introduce the firm within their networks. Growth Infrastructure & Accountability Build and manage a disciplined pipeline and CRM process, with clear stages from relationship to conversion. Establish KPIs and reporting to measure pipeline quality, conversion, and other growth metrics. Lead regular pipeline reviews with leadership and advisors. Use data and market feedback to continually refine the firm's growth strategy.
Education: Bachelor's degree required; advanced degree preferred.
Experience: Significant experience in business development, relationship management, or a related field. Skills & Knowledge: 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 with the ability to build new initiatives from the ground up. Exceptional interpersonal and communication skills, with 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 following hire. Demonstrated knowledge of financial markets and Macroeconomics. Beacon Bank is an Equal Opportunity Employer - all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, or national origin. If you would like to contact us regarding the accessibility of our website, need assistance completing the application process, or would like to request alternative methods of applying, please contact us at hr@berkshirebank.com.
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Level

ManagerL7

Location

Springfield, MA

Occupation

Sales Representatives of Services, Except Advertising, Insurance, Financial Services, and Travel

Industry

Portfolio Management and Investment Advice

Posted

today

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