Strategic Growth Director
Granite Harbor Advisors, Houston, TX, United States
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 supports 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.
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
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)
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) 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
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
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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
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)
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) 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
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
#J-18808-Ljbffr