Job Description

The individual will be responsible for supporting the firm’s business development efforts, managing client & prospect requests, prospecting & lead generation, competitor analysis, and client reporting.

Key Accountabilities:

Responsibilities include:

• Support institutional relationship management clients & prospects
• Assist in identifying and pursuing new client relationships
• Leverage Salesforce CRM to assist with managing the Team’s sales territories, key prospects, opportunity pipeline, and marketing campaigns. Help maintain and improve the data within the CRM
• Supporting new business development opportunities through the prospective client due diligence life cycle; helping to coordinate meeting prep and post meeting follow up
• Collaborate with marketing, sales, and product teams to help align business development strategies.
• Understanding reporting requirements / executing on deliverables in collaboration with the Product Specialist Team
• Developing and maintaining knowledge of product offerings, systems and processes to support and service prospect and client relationships
• Support & oversee all aspects of client/prospect communication, from routine day-to-day inquiries to strategic business communications
• Work closely with Marketing and RFP teams in order to improve the content and messaging within marketing materials and RFPs/RFIs.
• Working closely with internal teams, including Legal/Accounting, Operations to respond to client inquiries.
• Manage client onboarding process to allow for smooth and efficient new client investments in separately managed accounts, commingled vehicles, mutual funds and private funds.
• Ensuring timely client deliverables – client reporting, presentation materials

Qualifications/Experience Required :

• Bachelor’s Degree required
• Progress towards CFA, MBA or other advanced financial certification/degree beneficial
• 7+ years of institutional experience in client relationship management or institutional business development
• Series 7 and 63 licenses required or must be obtained within 90 days of start date
• Experience with eVestment, Salesforce and knowledge of industry publications preferred
• Strong written and verbal communication skills. Able to present ideas with precision, passion and conviction RFP/RFIs and presentations.

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