4 дня назад
Director, Team North, NAI (Investment Management)
220 000 - 225 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Director, Team North, NAI (Investment Management): Leading institutional business development and client coverage across the northeastern United States for public, corporate, and nonprofit organizations with approximately $3–20 billion in assets, with an accent on relationship management, sales planning, and investment-management expertise. Focus on understanding asset-owner decision structures, raising closed-end funds, coordinating client coverage, and aligning investment capabilities with complex institutional needs.
Location: United States; must reside in the northeastern U.S., with a strong preference for New York City, and work from an office at least four full days per week.
Salary: $220,000–$225,000 base per year in New York, NY, plus incentive pay.
Company
is a global investment management firm providing investment strategies and vehicles to clients worldwide.
What you will do
- Lead institutional business development and client servicing across the northeastern U.S.
- Develop relationships with public, corporate, and nonprofit organizations with approximately $3–20 billion in assets.
- Build understanding of asset-owner structures, decision-making authority, and investment priorities.
- Execute territory sales plans and design organized relationship-management approaches.
- Coordinate with institutional sales, consultant relations, defined contribution, global liquidity, and other business units.
- Maintain regular client communication and respond to client requests accurately and promptly.
Requirements
- 10+ years of experience in institutional client-facing roles.
- Financial services or investment management experience with knowledge of institutional ecosystems, sponsors, consultants, and competitors.
- Experience raising closed-end funds, ideally in real estate or private credit.
- Existing institutional relationships in the northeastern U.S. are preferred.
- FINRA Series 7 and Series 63 are required.
- Ability to manage competing priorities, mentor junior teammates, and collaborate across teams.
Nice to have
- CFA and/or CAIA designation.
Culture & Benefits
- Flexible paid time off.
- Hybrid workplace model with at least four office days per week.
- 401(k) matching of 100% up to the first 6%, plus a discretionary supplemental contribution.
- Health and wellbeing benefits.
- Parental leave and employee stock purchase plan.
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