NFP, an Aon company · 1 day ago
Managing Director, Business Development
Harrisburg, PA
Full-time
Hybrid
Senior Level, Lead/Staff
$102K/yr - $138K/yr
10+ years expFiducient Advisors is a firm dedicated to providing customized investment consulting services. The Managing Director, Business Development will lead efforts to expand the firm’s presence in the Endowment & Foundation segment by securing new relationships and driving strategic growth.
ConsultingFinancial ServicesInsuranceInsurTechWealth Management
Responsibilities
Develop and execute strategies to grow the firm’s client base among Endowments and Foundations
Identify and qualify high-value opportunities through networking, referrals, and industry engagement
Present the firm’s investment consulting capabilities, including services such as Investment Policy Statement development, strategic asset allocation, manager due diligence, and performance monitoring
Build and maintain executive-level relationships with boards, investment committees, and senior leadership of nonprofit organizations
Partner with research, operations, marketing, and client service teams to develop proposals, respond to RFPs, and deliver tailored solutions
Share market insights and client feedback to refine service offerings and enhance client experience
Act as a liaison to promote and represent the firm’s other business lines across internal stakeholders and external prospects
Identify cross-selling opportunities and ensure alignment with the firm’s overall strategic objectives
Monitor trends in institutional investing, nonprofit governance, and regulatory developments impacting Endowments & Foundations
Represent the firm at conferences and industry forums, as appropriate, to strengthen brand visibility
Drive achievement of sales targets and contribute to strategic growth objectives
Oversee proposal development and negotiate terms for new engagements
Qualification
Required
Bachelor's Degree or relevant work experience
10 Years of Investment Consulting or Financial Industry Experience
Proficiency in Microsoft Suite
Thoughtful ability to establish rapport and build relationships
Exceptional communication in a public setting with notable writing and presentation skills
Adaptability when priorities shift and able to work independently
Sound judgment and problem-solving skills
Innovative, curious, and enthusiastic
Detail-oriented with a high level of accuracy and organization
Ability to cultivate and develop inclusive and collaborative working relationships to support a sense of belonging
Passionate about working in an organization that values and promotes inclusion and belonging
Benefits
May be eligible for performance-based incentives
Company
NFP, an Aon company
NFP, an Aon company, helps companies and individuals address today’s most significant Risk Capital and Human Capital challenges.
5001-10000 employees
Funding
Current Stage
Public CompanyTotal Funding
$948.45MKey Investors
HPS Investment Partners
2023-12-20Acquired
2018-05-10Post Ipo Equity· $198.45M
2017-02-17Post Ipo Equity· $750M
Leadership Team
Douglas Hammond
CEO
Caleb Noel
Executive Vice President, Chief Financial Officer
Recent News
Company data provided by crunchbase