Left Right

Asset Management

Related Categories

Asset Management, Business Development, Client Services, Investment Management, Marketing, Content Marketing, Product Marketing, Asset Allocation, Capital Markets, Debt Capital Markets, Fixed Income, Insurance, Private Credit, Relationship Management
Title Director Client Service – Asset Management
Categories Asset Management, Business Development, Client Services, Investment Management, Marketing
Location Short Hills, NJ
Job Information

Our global Asset Management client is seeking to recruit a Director Client Service to drive strategic marketing, business development and client service objectives with institutional investor clients, prospective clients and investment advisors.

Responsibilities:

  • Engage with institutional clients, investment consultants and prospects and serve as a key point of contact in driving new business development and strategic marketing initiatives
  • Build, maintain and foster relationships with top firm clients and prospects
  • Review and approve marketing materials for roadshows and client marketing presentations
  • Review and approve RFP and RFI responses
  • Pitch the firm’s investment philosophy,┬ástrategies and performance with institutional clients, investment consultants and prospective clients

Requirements:

  • Bachelor’s Degree, MBA and CFA designation required
  • Demonstrated institutional investor focused business development, marketing and/or client service experience
  • Fundamental knowledge of equity markets, products and investment strategies
  • Demonstrated ability to build and maintain relationships and to effectively pitch and communicate to clients and prospects
  • Ability to travel frequently
  • Advanced communication, presentation and interpersonal skills
  • High level of integrity and attention to detail with the proven ability to influence internal and external audiences
  • Strong project management
Apply Now


Title Product Marketing Specialist
Categories Asset Management, Content Marketing, Investment Management, Product Marketing
Location Philadelphia, PA
Job Information

Our global Investment Management client is seeking to recruit an Investment Product Marketing Specialist to produce creative marketing content designed to promote the fund’s closed-end, exchange traded (ETF) and mutual fund product suite.

Responsibilities:

  • Develop creative and meaningful product content designed to promote the firm’s closed-end, ETF and mutual fund products and engage key audiences across digital and traditional marketing platforms
  • Analyze audience impact and evaluate the effectiveness of content messaging strategies and adapt content development and messaging strategy based on feedback and market conditions
  • Clearly define and promote the firm’s closed-end, ETF and mutual fund product advantages and what differentiates them from their competitors
  • Lead the content development process from initial vision to final publication
  • Work closely with financial advisors and sales leaders to understand customer needs and to develop content that will aid in the sales process
  • Edit and proofread product marketing copy and submit to compliance for final approval

Requirements:

  • Bachelor’s Degree
  • Fundamental knowledge of the investment management industry
  • Demonstrated knowlege of closed-end, ETF and mutual fund products
  • 4+ years of content and product marketing experience in the financial services industy
  • Demonstrated experience supporting the marketing efforts of investment sales professionals and financial advisors
  • Strong writing, editing and proofreading skills
  • Strong project management experience
  • Series 7 and 63 (if not active, will be required to obtain)
Apply Now


Title Senior Relationship Manager – Private Debt / Insurance
Categories Asset Allocation, Asset Management, Business Development, Capital Markets, Debt Capital Markets, Fixed Income, Insurance, Private Credit, Relationship Management
Location New York, NY
Job Information

Our global Financial Industry client is seeking to recruit a Senior Relationship Manager to drive business development and foster long-term revenue based relationships with private debt investors, asset managers and insurance companies in the fixed income credit markets.

Responsibilities:

  • Drive new business development and foster long-term revenue based relationships with private debt investors, asset managers and insurance companies in the fixed income credit markets
  • Collaborate with US and global relationship managers and other key stakeholders to execute a cohesive marketing strategy and support cross-border opportunities
  • Develop relationships that result in recurring revenue with existing clients and prospective customers
  • Promote the firm’s market capabilities and educate clients and prospective clients on the firm’s competitive advantages and value-added positions
  • Develop market intelligence, competitive analysis, and industry analysis
  • Assist with developing marketing materials, client presenations and pitchbooks

Requirements:

  • Bachelor’s Degree; MBA preferred
  • 10+ years’ fixed income credit origination, portfolio management or asset allocation experience
  • Prior experience in the insurance, private debt or investment management industry
  • Demonstrated knowledge of the global insurance industry and well developed relationships with fixed income investors in the insurance industry
  • Business development and client management skills
  • Travel required
Apply Now