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Asset Management, Business Development, Client Services, Investment Management, Marketing, Asset Backed Securities, Equities, Quantitative Finance, Capital Markets, Digital Marketing, Law Firm, Litigation, M&A, Proposal Writer, Regulatory
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, strategies 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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Title Equity Product Specialist – Institutional Investment Management
Categories Asset Backed Securities, Client Services, Equities, Investment Management, Marketing, Quantitative Finance
Location Livingston, NJ
Job Information

Our global Institutional Investment Management client is seeking to recruit an Equity Product Specialist to provide product, market, performance and investment strategy subject matter expertise to institutional investor clients, investment consultants and prospective clients.


  • Perform quantitative analysis of the equity markets and investment performance and communicate the firm’s investment strategies, philosophy, performance and process with institutional clients, investment consultants and prospective clients
  • Utilize proprietary and external systems (FactSet, Barra, etc.) to analyze and interpret investment performance
  • Create marketing materials, investment commentary and client communication collateral highlighting analysis and investment performance
  • Assist marketing and client service colleagues with RFI and RFP responses and client presentations
  • Perform market trend and competitive intelligence analysis
  • Work closely with marketing leaders on business development initiatives


  • Master’s Degree and CFA required
  • Deep knowledge of equity markets, equity products and quantitative equity investment strategies
  • Expertise in analyzing equity markets and interpreting investment performance
  • Strong communication, presentation and client-facing marketing ability
  • 7+ years of experience in the investment management industry
  • Highly motivated, detail oriented and creative
  • Strong project management and computer skills
  • Ability to travel periodically
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Title Senior Business Development Manager – Global Law
Categories Business Development, Capital Markets, Digital Marketing, Law Firm, Litigation, M&A, Marketing, Proposal Writer, Regulatory
Location Menlo Park, CA
Job Information

Our international Law Firm client is seeking to recruit a Senior Business Development Manager to advise senior partners on client strategy objectives and develop and execute strategic business development and brand building initiatives throughout the Silicon Valley legal market.


  • Lead client strategy, brand building and strategic business development efforts and advise partners across multiple practice groups
  • Develop and execute strategic plans for individual attorneys, partners, practice groups, client teams, and industry groups across the US
  • Analyze and report on progress of all marketing objectives
  • Provide hands-on marketing, business development and client strategy planning and execution support
  • Work with colleagues and key internal and external stakeholders to coordinate and administer events, speaking engagements, sponsorship and thought leadership initiatives
  • Work closely with the Business Intelligence Group to obtain and analyze client, prospective client and market research to identify business development opportunities and competitive advantages
  • Manage the preparation of marketing collateral, pitch materials and assist the proposal team with RFP preparation
  • Oversee the creation and distribution of marketing collateral and thought leadership pieces
  • Consult with internal communications team with the award submission process as necessary
  • Oversee department database updates, practice and subject matter descriptions, website, biographies, etc.


  • Bachelor’s Degree
  • 7+ years’ experience at a top-tier global law firm, management consulting or professional services firm
  • Demonstrated experience providing client strategy, brand development, go-to-market strategy and/or strategic business development planning and execution at the partner level
  • Demonstrated knowledge of the California/Silicon Valley legal landscape
  • Demonstrated experience supporting multiple practice areas
  • Confident and highly motivated with an entrepreneurial spirit
  • Ability to work independently with little supervision
  • Proven experience supporting partners and attorneys with strategic planning and execution
  • Advanced analytical skills and the ability to process and summarize complex information required
  • Demonstrated ability to execute and achieve measurable results
  • Excellent communication, writing, editing and presentation skills
  • Proven ability to work in a high pressure and often stressful corporate environment
  • Highly organized with a meticulous attention to detail.
  • Excellent inter-personal skills.
  • Resourceful and driven attitude with a “can do” attitude
  • Willingness to work overtime, including occasional weekends required
  • Domestic travel, although infrequent, may be required
  • J.D. or MBA preferred
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