Head of Relationship Development

We are seeking a Head of Relationship Development to shape, drive and execute the firm’s business development strategy. Working closely with the CEO, this individual will nurture existing relationships and build new relationships to accelerate Prime Quadrant’s growth. The ideal candidate should have experience in financial services and/or professional services, with an emphasis on business development within the high (HNW) or ultra-high net worth (UHNW) segment of the market.

Primary Responsibilities

This position will involve planning, directing and executing of Prime Quadrant’s business development strategy, as well as the staffing and management of dedicated professionals who will support the execution of that growth strategy and long-term vision of the firm.

Strategy

  • Work with the CEO to develop a comprehensive business development strategy to meet (or exceed) Prime Quadrant’s growth objectives
  • Assess the competitive landscape and identify corporate development tools that support Prime Quadrant’s growth strategy
  • Develop, maintain and manage a strategy for engaging chief centers of influence (COIs) in providing a stream of steady referrals
  • Support the development of growth forecasts and revenue projections

Client Engagement

  • Generate new business opportunities by identifying and engaging new prospective clients
  • Attend social events that foster networking with our target audience to expand our prospect list
  • Ensure proper utilization of the firm's CRM system, managing prospect research and pipeline
  • Calibrate existing business development initiatives and work to improve their effectiveness
  • Ensure effective positioning of our value proposition, services, and competitive advantages  

Leadership

  • Manage the business development team (e.g., marketing and communications associates)
  • Oversee the production of any presentations, proposals or RFP responses, marketing collateral or educational resources to expand the reach of Prime Quadrant's thought leadership
  • Support the creation of a collective culture of business development in the firm and systematically assess existing clients' networks to leverage their contacts

Key Attributes

  • Embody Prime Quadrant's PATH - Purposeful, Authentic, Tenacious and Humble
  • Focus on the needs of prospects/clients above all, becoming a trusted advisor  
  • Employ extraordinary problem solving or analytical skills and strong business acumen
  • Maintain a positive open demeanor, encourage different points of view, is thoughtfully responsive, recognizes the contribution of others, fosters teamwork and collaboration
  • Provide nurturing guidance, coaching and expertise to a variety of stakeholders at all levels
  • Act with urgency, but communicate with patience, tact, confidence and thoughtfulness
  • Ability to adapt to (and influence) a diverse set of stakeholders and communication styles
  • Ability to share/embrace new ideas as well as to consider creative solutions to challenges
  • Ability to actively collaborate with other departments and individuals in executing on the strategy
  • Dedicated to continuous development and improvement, and willingness to learn/adapt to new technologies as required
  • Confident and comfortable in dealing with UHNW families and Canada’s top entrepreneurs
  • A team player with energy, initiative and humour who enjoys a fast-paced environment
  • Impeccable integrity with strong work ethic and tireless dedication to achieving excellence
  • Warm, out-going personality that treats others with respect, graciousness and generosity

Required Qualifications

  • Bachelor's degree or equivalent; Master's degree highly desired, but not required
  • Background in financial services or wealth management, with proven experience in building meaningful relationships with high-net worth and ultra-high net worth families
  • Minimum of 10 years of relevant business development experience, and a track record of progressing from lead generation through to timely closing and execution
  • Excellent written and verbal communication skills
  • Ability to prioritize many competing interests or multiple simultaneous opportunities
  • Willingness to occasionally travel nationally or internationally, as required
  • Strong proficiency with Outlook, Word, Excel, and PowerPoint
  • Demonstrated effective use of CRM applications (e.g., Salesforce) and systems

Desired Qualifications

  • Strong presentation skills with ability to synthesize financial or family office trends and turn them into opportunities to engage prospective clients
  • Meticulous attention to detail with strong time management and project management skills
  • A track record for consistently exceeding revenue goals
  • Fluency in French (preferred, but not necessary)
  • Experience with consulting firms and/or consultative business development techniques
  • Proven track record of hiring, building, and managing high performing development teams

Compensation

  • Industry competitive base salary
  • Performance-based bonus structure
  • Shares participation program  
  • Wellness program + Health benefits via participation in the firm’s health spending account
  • 4 weeks’ vacation per annum

Reporting & Start Date

This role reports to the Chief Executive Officer and will be open as of February 2022. To express interest in this opportunity or for more information, please email Ashley Faintuch at afaintuch@primequadrant.com. Please note that while we appreciate hearing from all qualified candidates, only those applicants whose experience align with our requirements will be contacted.

To be considered send resume and cover letter to:‍

"Prime Quadrant is a special place to work.  Even though I’m a junior member of the team, I am encouraged to voice my ideas and opinions.  It is exciting that I am actively contributing to the growth and success of our business."

We hire the best people, regardless of experience or background.

What is life like at Prime Quadrant?

Our Career Development program focuses on making sure that each team member is in the right position that will allow them to excel. Through quarterly check-ins, 360° peer feedback, and wellness and mentorship programs, each team member receives the resources they need to flourish and grow.

Through our Social Committee, we have team gatherings throughout the year such as monthly birthday parties, our Prime Quadrant softball team, summer socials and fall campfires so that we can grow as a family together.

At Prime Quadrant, giving back to the community is an integral part of everything that we do. Besides raising millions of dollars towards healthcare initiatives through our family office events, we donate our time to our communities. Every year we partner with organizations such as Holland Bloorview Kids Rehabilitation Hospital, Habitat for Humanity, Slopes for Candy, and the Breakfast Clubs of Canada by participating in projects that need volunteers and can benefit from having our team join them.

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