Managing Director, Business Development

Who We Are: 

Fiducient Advisors, formerly DiMeo Schneider & Associates LLC, opened its doors on May 1, 1995, striving to provide unparalleled and customized investment consulting services. Our clients include retirement plan sponsors, nonprofit organizations, private clients, and financial institutions. We abide by a fiduciary obligation to put our clients' interests first. This begins by providing advice that addresses each client’s unique concerns, obligations, and goals.

We operate with over 180 professionals nationwide, supporting our distinct purpose of helping clients prosper. We strive for professional satisfaction by upholding our firm guideposts by ensuring we check egos at the door, take accountability, and are thoughtfully driven.

 

Summary:

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. This role requires a seasoned professional with deep expertise in institutional investment consulting, nonprofit governance, and fiduciary responsibilities, while also serving as an ambassador for the firm’s broader business lines.

 

Responsibilities: 

Strategic Business Development: 

• 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. 

Consultative Sales: 

• 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. 

Collaboration with Internal Teams: 

• 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. 

Representation of Broader Business Lines: 

• 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. 

Market Intelligence & Thought Leadership: 

• 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. 

Revenue Growth: 

• Drive achievement of sales targets and contribute to strategic growth objectives. 
• Oversee proposal development and negotiate terms for new engagements. 

 

Required Education, Professional & Technical Experience: 

• Bachelor’s Degree or relevant work experience 
• 10 Years of Investment Consulting or Financial Industry Experience 
• Proficiency in Microsoft Suite

 

Essential Traits: 

• 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.

 

Work Environment & Travel Requirements: 

• This role may travel up to 50% of the time for training and or business/events. 
• This role offers a hybrid work model with three days in one of our professional office environments and two days remotely.

 

What We Offer:  

Fiducient Advisors provides equal em