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Job: Director Client Service – Asset 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.


  • 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


  • 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
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