Growth & Business Development Officer
for headings: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We must not repeat job title. We need to extract content.
Given posting: Officer: VP Division: Clarendon Private Department: Wealth Advisory and Investment Mgmt Reports to: President Grade: 13 Salary Range: $96,089-$177,069 Actual compensation within the pay range will be determined based on factors including, but not limited to, skills, prior relevant experience, and specific work location. Location: Boston, MA - 131 Clarendon St Principal Objective Clarendon Private (“Clarendon”) 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. Key Accountabilities Growth Strategy Develop and execute a strategy for organic growth and new client Identify attractive client segments, communities, and markets for Articulate and amplify a compelling narrative around Clarendon’s capabilities and customized client Gather market feedback to continually refine positioning and 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 Manage a disciplined pipeline from initial relationship through qualified prospect, advisor engagement, and 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 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 Growth Infrastructure & Accountability Build and manage a disciplined pipeline and CRM process, with clear stages from relationship to conversionEstablish KPIs and reporting to measure pipeline quality, conversion, andLead regular pipeline reviews with leadership and Use data and market feedback to continually refine the firm’s growth 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 ... (boilerplate to remove). Also contact info.
We need to remove boilerplate: EEO, contact info, etc.
We need sections: About the role (principal objective), Responsibilities (key accountabilities), Requirements (education?), Qualifications (maybe experience?), Skills (skills & knowledge), Benefits (none given), Pay (salary range), Schedule (none). We should only include sections with real specific content.
We have Salary Range: $96,089-$177,069 and note about actual compensation determined based on factors. That's specific enough for Pay section.
We have Location info but not required as heading; could be in a short paragraph maybe under About the role? Not required but we can include location in About the role paragraph.
We have Education: Bachelor’s degree required; advanced degree preferred. That's qualification.
Experience: Significant experience in business development, relationship management, or a related field. That's also qualification.
Skills & Knowledge: list.
We need to avoid filler like "commensurate with experience". Not present.
We need to format responsibilities as - . The key accountabilities have subheadings: Growth Strategy, Relationship Development & New Clients, Engagement & Visibility, Growth Infrastructure & Accountability. We can treat each as a list item with maybe sub-bullets? But we can just list each bullet as a paragraph? The instruction: Use
- for any list of duties/requirements/benefits. So we should put responsibilities as list items. Could embed subpoints as separate list items? Might be okay to have each main accountability as a list item, with the description inside.
Similarly, Skills & Knowledge as list.
Education and Experience could be list under Requirements or Qualifications. We need to decide sections.
We have sections: About the role (principal objective). Responsibilities (key accountabilities). Requirements (education + experience?). Qualifications maybe same as requirements? But we can combine education and experience under Requirements. Skills under Skills section.
Pay section with salary range.
We should not create Benefits or Schedule sections as not present.
We must not repeat job title.
We must not include metadata like Officer, VP Division etc as headings; we can fold into a short paragraph maybe under About the role? But we can drop minor metadata. The instruction: "Do NOT put Job ID / requisition numbers as headings — fold minor metadata into a short
or drop it." So we can include a short paragraph with location and maybe department? But we can drop them. Probably better to include location in About the role paragraph.
Thus About the role paragraph: "Clarendon Private (“Clarendon”) 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. Location: Boston, MA - 131 Clarendon St."
That's fine.
Responsibilities: list each accountability.
We need to parse the responsibilities text: It's a bit messy but we can extract bullet points:
- Growth Strategy: Develop and execute a strategy for organic growth and new client; Identify attractive client segments, communities, and markets for; Articulate and amplify a compelling narrative around Clarendon’s capabilities and customized client; Gather market feedback to continually refine positioning and (maybe missing words). We'll keep as given.
- 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; Manage a disciplined pipeline from initial relationship through qualified prospect, advisor engagement, and; 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; 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 (maybe missing).
- 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; Lead regular pipeline reviews with leadership and; Use data and market feedback to continually refine the firm’s growth.
We'll keep them as is.
Skills & Knowledge list: items separated by periods.
- 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.
Education: Bachelor’s degree required; advanced degree preferred.
Experience: Significant experience in business development, relationship management, or a related field.
We could put Education and Experience under Requirements section as list.
Qualifications maybe not needed separate.
We'll create sections: About the role, Responsibilities, Requirements, Skills, Pay.
Check if any content for Benefits? No.
Schedule? No.
Thus output HTML fragment:
About the role
... location ...
Responsibilities
- Growth Strategy: Develop and execute a strategy for organic growth and new client; Identify attractive client segments, communities, and markets for; Articulate and amplify a compelling narrative around Clarendon’s capabilities and customized client; Gather market feedback to continually refine positioning and
- 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; Manage a disciplined pipeline from initial relationship through qualified prospect, advisor engagement, and; 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; 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
- 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; Lead regular pipeline reviews with leadership and; Use data and market feedback to continually refine the firm’s growth.
Requirements
- Bachelor’s degree required; advanced degree preferred.
- Significant experience in business development, relationship management, or a related field.
Skills
- 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.
Pay
Salary range: $96,089‑$177,069 (actual compensation within the pay range will be
- for any list of duties/requirements/benefits. So we should put responsibilities as list items. Could embed subpoints as separate list items? Might be okay to have each main accountability as a list item, with the description inside.
Similarly, Skills & Knowledge as list.
Education and Experience could be list under Requirements or Qualifications. We need to decide sections.
We have sections: About the role (principal objective). Responsibilities (key accountabilities). Requirements (education + experience?). Qualifications maybe same as requirements? But we can combine education and experience under Requirements. Skills under Skills section.
Pay section with salary range.
We should not create Benefits or Schedule sections as not present.
We must not repeat job title.
We must not include metadata like Officer, VP Division etc as headings; we can fold into a short paragraph maybe under About the role? But we can drop minor metadata. The instruction: "Do NOT put Job ID / requisition numbers as headings — fold minor metadata into a short
or drop it." So we can include a short paragraph with location and maybe department? But we can drop them. Probably better to include location in About the role paragraph. Thus About the role paragraph: "Clarendon Private (“Clarendon”) 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. Location: Boston, MA - 131 Clarendon St." That's fine. Responsibilities: list each accountability. We need to parse the responsibilities text: It's a bit messy but we can extract bullet points: - Growth Strategy: Develop and execute a strategy for organic growth and new client; Identify attractive client segments, communities, and markets for; Articulate and amplify a compelling narrative around Clarendon’s capabilities and customized client; Gather market feedback to continually refine positioning and (maybe missing words). We'll keep as given. - 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; Manage a disciplined pipeline from initial relationship through qualified prospect, advisor engagement, and; 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; 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 (maybe missing). - 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; Lead regular pipeline reviews with leadership and; Use data and market feedback to continually refine the firm’s growth. We'll keep them as is. Skills & Knowledge list: items separated by periods. - 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. Education: Bachelor’s degree required; advanced degree preferred. Experience: Significant experience in business development, relationship management, or a related field. We could put Education and Experience under Requirements section as list. Qualifications maybe not needed separate. We'll create sections: About the role, Responsibilities, Requirements, Skills, Pay. Check if any content for Benefits? No. Schedule? No. Thus output HTML fragment:
About the role
... location ...
Responsibilities
- Growth Strategy: Develop and execute a strategy for organic growth and new client; Identify attractive client segments, communities, and markets for; Articulate and amplify a compelling narrative around Clarendon’s capabilities and customized client; Gather market feedback to continually refine positioning and
- 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; Manage a disciplined pipeline from initial relationship through qualified prospect, advisor engagement, and; 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; 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
- 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; Lead regular pipeline reviews with leadership and; Use data and market feedback to continually refine the firm’s growth.
Requirements
- Bachelor’s degree required; advanced degree preferred.
- Significant experience in business development, relationship management, or a related field.
Skills
- 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.
Pay
Salary range: $96,089‑$177,069 (actual compensation within the pay range will be