Overview
The Strategic Growth Director (SGD) is a cross-functional role that fuels the firm's growth by sourcing qualified client and investor leads. This roles sits in the Lead Sourcing seat of the Marketing Lane and the Capital Raise seat of the Alternative Private Investments (API) Lane, supporting both new client acquisition and capital raise initiatives. The SGD is responsible for identifying, engaging, and qualifying cold prospects-translating top-of-funnel activity into warm, actionable leads for the Business Development and API teams.
Responsibilities - Lead Sourcing (Marketing)
- Source potential clients through outbound campaigns, digital platforms, events, and referral networks
- Engage cold and warm leads through email, phone, and LinkedIn with personalized outreach
- Qualify leads based on asset thresholds, fit, timing, and service alignment
- Maintain clean, accurate records in CRM systems
- Coordinate seamless handoff of qualified leads to Wealth Advisors or BD team
- Collaborate with Marketing on campaign content, CTA strategy, and lead list refinement
- Provide regular feedback to improve targeting and messaging
Responsibilities - Capital Raise Support (Alternative Private Investments)
- Identify and engage prospective investors aligned with GHA's private investment offerings
- Nurture early-stage interest and educate prospects with firm-approved materials
- Manage pipeline activity in the investor CRM (including tagging, tracking, and status updates)
- Schedule investor discovery or commitment calls with the API team
- Support speaking engagements, event promotion and follow-up (e.g., investor briefings, webinars, research)
- Assist with onboarding, investor portal support, and document follow-through
- Assist marketing team with creation of pitch materials for investors and API opportunities
- Assist compliance team with maintaining compliance
Process, Metrics & Collaboration
- Maintain weekly metrics: outreach volume, connections, qualified leads, conversion %
- Update and maintain SOPs related to sourcing, CRM usage, and handoff protocols
- Collaborate across teams for visibility and alignment on campaign performance and needs
Requirements
- Minimum 3-7 years of experience in outbound sales, business development, or investor relations and lead generation
- Demonstrated success in prospecting and lead qualification
- Knowledge of wealth management and private investments
- CRM fluency (e.g., Salesforce, HubSpot, SmartOffice) and reporting discipline
- Strong written and verbal communication skills; professional presence
- Comfortable making first contact and navigating objections
- Organized, proactive, and highly accountable to weekly targets
- Ability and willingness to travel for meetings, conferences, and marketing opportunities
- Prefer familiarity with EOS® Model and use of Scorecard, Processes, and Accountability Charts
- Collaborative mindset with ability to operate between marketing, BD, and investment teams