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Job: Director Business Development & Client Service – Institutional Investment Management

Title Director Business Development & Client Service – Institutional Investment Management
Categories Asset Management, Business Development, Client Services, Investment Management, Marketing
Location Short Hills, NJ
Job Information

Our Institutional Investment Management client is seeking to recruit a Director Business Development & Client Service to drive strategic marketing, business development and client service objectives with institutional investors, investment consultants and prospective institutional investor clients.

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:

  • Master’s Degree or CFA required (both designations strongly preferred)
  • 7+ years’ client-facing business development, marketing or client services experience in the investment management industry
  • 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
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