Business Development Manager

ABOUT THE MATHER GROUP, LLC

Headquartered in Chicago, The Mather Group, LLC (TMG) is one of the fastest-growing independent, fee-only registered investment advisory firms in the country, offering comprehensive wealth management services with our clients' best interests in mind.

What we are doing differently is educating our clients on what fiduciary responsibility really means, at a time when it is more important than ever.

Business Development Manager

The Business Development Manager is responsible for driving growth by cultivating relationships with high-net-worth individuals, while profoundly understanding and articulating TMG's value proposition – you don't get one Advisor, you get TMG.

This role plays a critical role in expanding TMG's client base and driving organic growth through the acquisition of new TMG clients. Maintaining a strong knowledge of regulatory requirements, financial planning concepts, market trends, and the RIA industry is the key to building trust and credibility.

Specific role responsibilities

Develop new business by meeting with prospective TMG clients across the San Francisco market.
Prepare and lead prospect meetings with high-net-worth referrals.
Introduce TMG's comprehensive retirement planning process to prospective clients (financial, tax, and estate planning).
Manage new client opportunities through the sales lifecycle via Salesforce.
Actively communicate with prospective clients, providing guidance on cash flows, tax planning strategies, estate/insurance, investment goals, and retirement planning needs.
Provide mentoring, coaching, and development opportunities for TMG's Client Associate team.
Provide sales support to TMG's Wealth Advisors to help secure new client referrals.
Continuously reinforce TMG's value proposition with prospective clients.
Participate in professional development, knowledge-sharing, and learning opportunities offered by TMG.

Candidate requirements

Bachelor's degree, and 5+ year of professional experience with a track record of business development success.
CFP® preferred
Ability to make natural connections quickly, virtually and in-person
Strong track record of meeting and exceeding ambiguous sales targets/goals
Excellent verbal and written communication skills
A motivated, self-starter
Ability to thrive in an entrepreneurial environment

Compensation

Base Salary: $200,000-$250,000, plus 3-year pay on new business
Equity Incentive Program
Comprehensive benefits program

OUR CORE VALUES

Curiosity Continuously seek knowledge to provide innovative, tailored advice.

Humility Value client perspectives to build strong, trust-based relationships.

Accountability Deliver on promises with transparent communication and responsible actions.

Respect Foster an inclusive environment where all clients feel heard, valued, and appreciated.

Resilience Adapt and thrive amidst challenges, providing stability, and peace of mind.

Elevate Continuously seek ways to add value and exceed client expectations.

TMG is an equal opportunity employer and welcomes candidates from diverse backgrounds.

The Mather Group, LLC jobs

The Mather Group, LLC | Business Development Manager