8 дней назад
Business Development Manager - West (Institutional Investments)
120 000 - 225 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Business Development Manager - West (Institutional Investments): Developing and executing regional business development strategies to drive asset growth among institutional clients and consultants across the Western U.S. with an accent on consultative selling, senior client relationships, and aligning investment capabilities with client objectives. Focus on originating and converting opportunities across equity, fixed income, and alternative strategies, coordinating cross-functional coverage, and translating complex investment solutions into client-relevant proposals.
Location: San Francisco, CA, United States; employees work from the office 4 days per week with flexibility to work remotely 1 day per week.
Base salary: USD 120,000–225,000 per year, plus potential bonus, incentives, and benefits.
Company
is a private-partnership investment management firm offering investment solutions across global capital markets to institutional clients in more than 60 countries.
What you will do
- Develop and execute a regional business development strategy for institutional clients and consultants across the Western U.S.
- Originate, manage, and convert new business opportunities by matching client needs with investment capabilities.
- Build and deepen senior-level relationships with institutional allocators, investment staff, and consultants.
- Represent the firm’s long-term investment philosophy through a consultative, content-led approach.
- Partner with Relationship Management, Consultant Relations, Product Management, and Portfolio Management teams.
- Align client objectives with public- and private-market investment capabilities, including customized solutions.
Requirements
- At least 10 years of experience in the investment industry.
- Proven success developing institutional client relationships and generating new business across equity, fixed income, and alternative strategies.
- Experience working with institutional investors, their investment portfolios, and senior decision-makers.
- Strategic, consultative communication skills with the ability to explain complex investment capabilities and influence stakeholders.
- Ability to collaborate effectively in a matrixed environment, handle stressful situations, and solve problems pragmatically.
- Series 7 and Series 63 licenses are required. Frequent travel is required, and ideally the candidate is based in the San Francisco office.
Nice to have
- MBA and/or CFA/CAIA or an equivalent qualification.
- Entrepreneurial nature, intellectual curiosity, adaptability, and a growth mindset.
Culture & Benefits
- Collaborative culture that encourages independent thought and healthy debate.
- Comprehensive health, dental, vision, pharmacy, retirement, and insurance benefits.
- Health savings account, flexible spending accounts, commuter program, and employee assistance program.
- Adoption assistance, backup childcare, tuition and CFA reimbursement, and paid holidays, sick time, vacation, and other leave.
- Potential corporate bonus and incentive compensation, depending on eligibility.
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