Director; Marketing and Client Service

Greenwich, USA
Oct 09, 2017
Oct 13, 2017
Job Function
Hedge Funds
Industry Sector
Finance - General
Employment Type
Full Time

Firm Description: Boutique, long only asset management firm focused on domestic, small and mid-cap equities with approx. $3 billion in assets under management and advisory.


This is an exciting opportunity for a client focused marketing and client service professional with experience of working in an asset management firm.


We are looking for a self-directed and motivated individual who:

  • Is an excellent communicator with great presentation skills with the ability to articulate investment process and strategies
  • Has strong interpersonal skills needed to build and foster relationships with existing and prospective clients
  • Has the ability to develop presentations as well as creating and editing written materials
  • Understands the Asset Management industry including SMA's and UMA's for US equities
  • Has the ability to work independently as well as in a team environment
  • Possess highest level of integrity, discretion, honesty, commitment and professionalism
  • Is highly organized, detailed oriented and has a strong work ethic
  • Has the willingness and ability to travel


Key Responsibilities include:


  • Develop and execute marketing plans in conjunction with the firm's Partners/Portfolio Managers

·        Identify,  generate and execute on new business opportunities by developing and fostering relationships with institutional investors, consultants, plan sponsors, public funds, corporate pension plans, foundations and endowments

·        Assess client investment objectives, effectively articulate firm's investment strategies and present portfolio results to maintain and retain client relationships

·        Maintain extensive telephone and written contact with clients, prospects and consultants in Client Relationship Management database

·        Provide regular reporting on activities, new sales opportunities, client focus and product initiatives to firm's partners

·        Oversee a team of one or more client service professionals



·        Relevant marketing and/or client service experience required

·        Must be registered or willing to register with FINRA as series: 63 and 6 or 7, and 24 or 26

·        Institutional investment experience and CFA a plus