This is a ground floor opportunity to grow a newly formed dedicated distribution channel with an established leading global asset management firm. The Senior Vice President of Global Subadvisory Distribution will play a critical role in developing new and expanding existing subadvisory relationships globally. This experienced distribution professional will serve as a leader representing the firm in retaining assets and growing new and existing relationships and, at times, serve as a proxy for investment teams at The firm in our efforts to grow business with asset managers, insurance companies and other financial intermediaries. This position requires professional sales acumen, strong investment and product knowledge, strong presentation and marketing skills, and the ability to work across both institutional and wealth channels at the firm. The individual will also be required to build the necessary relationships within the various internal groups at the firm (i.e. portfolio management, Marketing, Product Development, etc.).
Responsibilities
- Primary responsibility will be to prospect asset managers, insurance companies and other financial institutions which could partner with the firm in a subadvisory capacity
- This professional will also lead coverage with select existing subadvisory relationships to drive organic growth through relationship expansion in existing products and new product launches
- Conduct campaigns and roadshows for relationship expansion and promotion of the asset classes and funds the firm subadvises for our clients
- Analyze activity, consultant research, and manager lineups through investor databases (e.g., eVestment, Preqin) and industry trade publications (e.g., Fundfire, Mandatewire, Ignites)
- Track and maintain pipeline
- Maintain fluency in capital markets, The firm’s marketable strategies’ performance and the marketplace more generally
- Work with the Institutional Channel Marketing partners to prepare presentations, campaigns, and other collateral to assist in the sales effort
- Organize meetings, calls, and pre-meeting prep for Portfolio Managers and internal teams
- Prepare for consultant and prospective client meetings, video, and phone conference calls
- Facilitate the execution and delivery of information for investor and consultant communication, including educational materials and research
- Develop responses to client, prospect and consultant data requests
- Create timely responses for deliverables as follow-ups to meetings
- Assist in utilization and maintenance of CRM system
- Assist in the development of business plans and quarterly reviews to track activity and progress
- Work closely with Associates and Directors across the firm as a resource for on-going projects and initiatives
- Develop and refine sales acumen and process mechanics to directly support the external business development effort
- Collaborate and build internal partnerships with Marketing, Legal, Compliance, Investments, Ops and others
- Travel to existing and future clients located across North America, Australia, New Zealand, and eventually European countries
- Live the core values of the firm and serve as an ambassador of the firm to external constituencies
Qualifications
- Bachelor’s degree from an accredited college
- 12+ years of related experience in sales, investor relations, and/or client services role within Financial Services
- Series 7 and Series 63 license
- Advanced degree or certifications (CFA, CAIA, CFP, CIMA) valued but not required
- Knowledge of real asset investment structures and vehicle
- Experience in an institutional marketing or sales group
- Skilled use of Excel, Word, and PowerPoint
- Excellent communication and writing skill
- Must be able to prioritize and multi-task in deadline driven environment
- Demonstrates inclusive behaviors in support of a culture that values diverse perspectives
- Must be willing to travel up to 35% of the time
- Agrees to comply with the firm’s hybrid work policy (“work from home policy,” as aligned with the Company’s employee handbook), which currently requires reporting to the Company’s New York City office four (4) days per week, with one (1) remote workday permitted
Required Skills
- Professional sales acumen
- Strong investment and product knowledge
- Strong presentation and marketing skills
- Ability to work across both institutional and wealth channels
Preferred Skills
- Advanced degree or certifications (CFA, CAIA, CFP, CIMA) valued but not required
- Knowledge of real asset investment structures and vehicles
- Experience in an institutional marketing or sales group
Equal Opportunity Statement
The firm is committed to an inclusive culture, valuing diversity in support of our people and clients
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