Gray, Gray & Gray

Manager

• Identify and pursue new business opportunities through networking, referrals, and strategic outreach
• Qualify prospective clients and guide them through the onboarding process
• Collaborate with marketing and operations to support lead generation campaigns
• Maintain a strong understanding of the firm’s value proposition and communicate it effectively to prospects
• Track and report on business development metrics (e.g., close rate, pipeline growth)
• Build relationships with centers of influence (COIs) such as CPAs, attorneys, and business owners
• Stay informed on industry trends and competitor offerings to position the firm effectively
• Support the development of associate advisors by sharing business development strategies
• Conduct discovery meetings to understand client goals, values, and financial considerations
• Develop and present customized financial models and investment strategies
• Monitor client portfolios and adjust strategies as needed based on market conditions and changes to client circumstances
• Coordinate with internal and external professionals (e.g., tax, estate, insurance) to deliver holistic advice
• Ensure high levels of client satisfaction and retention through proactive communication and service
• Mentor associate advisors and contribute to their technical and professional development
• Participate in firm-wide initiatives to improve client experience and operational efficiency

Client Development – Portfolio Manager