Business Development

Richter is a Business | Family Office that provides strategic advice on business matters and on families’ financial and personal objectives across generations. With close to 100 years of experience advising at the intersection of family and business, Richter has developed an integrated approach to help business owners find sustainable success. Whether business, personal, or both, Richter is uniquely positioned to address the needs of Canada’s most successful entrepreneurs, private clients, business owners and business families and help them chart a clear path to shape their legacy for the future. Founded in 1926, Richter’s 600-person multidisciplinary team continuously innovates to create value for our people, clients, and community in Canada and in the US.

**What we offer**:

- The chance to become a strategic business partner with our clients, building relationships directly with entrepreneurs and businesses to provide them with meaningful advisory services
- The opportunity to develop your career with the direct support of your managers and firm partners; and
- A culture that values work-life balance and mental health and well-being. Our firm has taken a fresh approach to these issues, offering a hybrid work environment with flexible hours and resources to support you in your personal journey.
- Investment in your continuing education and professional development through a variety of learning offerings and tuition reimbursement

**Overview**

**A day in the life of a Business Development & Lead Management Advisor**

Our Business Development & Lead Management Advisor will proactively lead the business development focus of the firm by setting methods and strategies to build and nurture the existing firm pipeline. Responsibilities would include, but are not limited to:

- Working with the partners and senior-level professionals to identify leads, and to build, manage and nurture their opportunities pipeline using our CRM platform, Salesforce, and any other necessary tools.
- Researching and identifying opportunities for market activation to attract viable new leads (ex.: Sponsorship opportunities, events to attend, etc.).
- Tracking, analyzing, and understanding the current lead attraction and conversion process; identifying opportunities for optimization; measuring and reporting on performance.
- Building a strong internal network to identify and build ideal client personas.
- Leveraging Salesforce to identify potential opportunities for proposing additional solutions to attain the full potential of our current clients.
- Working with the Marketing Digital team to optimize the lead generation process and campaigns and link it to the offline lead generation funnel.

**About you**
- 5-7 years of relevant work experience; experience in a multi-family office or other professional services firm is preferred.
- Experience in marketing, sales or business development
- Proficiency in Salesforce or similar CRM platform
- Ability to work on multiple activities simultaneously and manage priorities effectively.
- Ability to navigate a complex professional environment and work directly with partners and senior level professionals.
- Effectively work in a team environment and ability to build trusting relationships agile.

**Contractual 1 year, with possibility to become permanent (if proven)**

**What’s in it for you?**
- Competitive group benefits which include group insurance, Health Spending Account, savings plans, and Employer Contribution Matching
- Employee and Family access to virtual healthcare network
- Employee and Family Assistance Programs, including consultations with mental health professionals
- Annual Health & Well-being Program
- Hybrid work Environment
- Competitive Performance Bonus
- Tuition Reimbursement
- Professional Dues Reimbursement
- CFE leave financial support
- Academic Incentives
- Talent referral bonus
- Client referral bonus
- Access to an on-demand concierge nannying, babysitting, and tutoring service
- Annual employee rewards and recognition

We are excited to meet motivated professionals who are looking for career growth in a mid-sized family minded firm and have a strong background in building and fostering relationships.