Client Director

A leading global asset manager is seeking a Client Director to help drive growth across its US offshore intermediary business. This is a chance to engage directly with gatekeepers and home offices at some of the largest broker‑dealers and private banks in the industry, positioning a full suite of public and private investment solutions.

Company Information:

A leading global asset manager with a longstanding presence in the US offshore intermediary space, serving some of the largest broker‑dealers, private banks, and wealth platforms in the industry.

Job Description:

• Support product onboarding, drive research placement, and influence model allocations at major intermediary firms.
• Drive adoption of investment solutions with home office portfolio managers by diagnosing client needs and identifying allocation opportunities.
• Cultivate long‑term partnerships with gatekeepers, research analysts, and product specialists at large financial intermediaries.
• Collaborate with wholesaling, client portfolio management, and product development teams to address client needs.
• Manage prospect activity and the team’s pipeline and follow‑ups.
• Partner with cross‑functional teams to launch product initiatives and campaigns.

Requirements / Qualifications:

• Bachelor’s degree, preferably in business or economics; CFA, CAIA, or MBA a plus.
• Minimum 6 years in asset management or private banking, with strong knowledge of capital markets and investment products.
• Established relationships and familiarity with platform partners a plus.
• Highly motivated, commercially minded, with disciplined pipeline management.
• Strong verbal and written communication skills for engaging senior partners.
• Collaborative and able to work across investment, product, and marketing teams.
• Willing to travel for client meetings and industry events.
• Series 7 and 63 required, or must obtain within 3 months of start.