Kingdom Capital Business Development Officer

Summary Description

The Kingdom Capital Business Development Officer is responsible for identifying, cultivating, and securing new investment relationships with faith-aligned organizations, churches, and ministries. This role serves as a key driver of WatersEdge’s asset growth, expanding our client base and assets under advisement while strengthening relationships with existing partners. The ideal candidate will have a strong understanding of institutional asset management and a passion for serving faith-based organizations.

Reporting

The Kingdom Capital Business Development Officer reports to the President, WatersEdge Advisors and Chief Investment Officer

Governing Policies

Personnel Policy                                                         Records Management Policy

Investment Policy and Guidelines                              Spending Policy

Gift Acceptance Policy and Guidelines                  

Statement of Faith

WatersEdge declares the Bible as the foundation for its faith and practice, and affirms as its confession of faith, the Baptist Faith and Message, as revised and adopted in 2000 by the Southern Baptist Convention https://bfm.sbc.net/bfm2000/.

Broad Job Responsibilities

• Develop and execute a strategy for business growth, including prospecting, networking, and outreach efforts for Kingdom Capital, a WatersEdge program for cash, asset, and endowment management.
• Identify and engage potential institutional clients, including schools, universities, churches, ministries, and faith-based organizations.
• Work closely with the Marketing team to develop materials and campaigns that support business development efforts related to Kingdom Capital.
• Serve as a trusted resource for organizations seeking cash and asset management solutions aligned with their faith-based values.
• Clearly communicate WatersEdge’s investment philosophy, strategies, and Kingdom Capital offerings to potential and existing clients.

• Partner with Trust Administration, Church Extension Fund, and Advancement teams to provide holistic financial solutions to clients.
• Maintain regular communication with existing clients to ensure satisfaction and uncover new opportunities for engagement.

• Represent WatersEdge at conferences, events, and networking opportunities to enhance visibility and credibility within the faith-based financial community.
• Stay informed on industry trends, market conditions, and regulatory changes that may impact client portfolios.

Preference Given For:

• Preferred Degrees: Bachelor's degree in Finance, Economics, Business, or related field; MBA or other advanced degrees a plus.

• Investment license or certifications (e.g., Series 63)

• Industry Knowledge: Experience in investment management, wealth advisory, private equity, or institutional asset management.

• Client Segments: Familiarity with institutional clients (e.g., endowments and foundations).

• Product Knowledge: Understanding of traditional and alternative investment products, including private equity, real estate, hedge funds, and SMAs.

• Analytical Skills: Comfort with performance data, benchmarking, and investment analytics.

• Performance Metrics (Optional but Useful)

  • New assets raised

  • Number of new client relationships initiated

  • Client retention or satisfaction scores

Job Requirements

• As a Christian organization, WatersEdge qualifies for a religious organization exception to Title VII of the Civil Rights Act of 1964. Therefore, this position requires active membership in a Southern Baptist church (which is defined as a church which is cooperating with Oklahoma Baptists).

Working Environment

• This position generally works in an office environment but may occasionally be required to perform job duties outside the typical office setting.
• Travel and operation of a vehicle may be required.

Disclaimers

• WatersEdge is an at-will employer.
• This job description is not intended to be a complete list of all duties and responsibilities required. Other duties may be assigned by the Chief Executive Officer.

Salary : $91,100 - $140,400