Business Development Relationship Manager
Company Overview:
Our client is an employee-owned institutional investment management firm, based in New York, dedicated to identifying and investing in companies driving transformative growth worldwide. This firm manages approximately $1 billion in assers under management and specializes in a concentrated global growth equity strategy. Their Investment philosophy focuses on long-term structural trends, such as technological innovation, demographic shifts, emerging consumer markets, and scientific advances, supported by rigorous research. They are seeking to hire a Business Development Relationship Manager to contribute to portfolio construction, strategic initiatives, and overall growth.
Responsibilities:
- Drive initiatives to grow the firm's presence and client relationships within priority markets.
- Proactively source and connect with potential clients using targeted outreach and industry insights.
- Deliver persuasive presentations and tailored product overviews that clearly communicate the firm's unique value and competitive edge.
- Oversee contract discussions and coordinate with compliance and legal teams to ensure smooth onboarding and regulatory alignment.
- Cultivate lasting partnerships with existing clients, acting as a trusted advisor and primary liaison for their needs.
- Support team development by working with junior colleagues and promoting a collaborative, high-performance culture.
- Compile and present detailed updates to senior leadership on business growth, client engagement metrics, and emerging market trends.
Requirements:
- 5-7 years of experience in sales, business development, growth equity, or related investment roles working with equity products.
- Has intermediary relationships RIAs, wirehouses, and broker dealers.
- Experiencing covering Mid-West territories.
Proven track record of sourcing and closing new business, with strong knowledge of investment products and client servicing best practices
- Bachelor's degree in Finance, Economics, or related field required; MBA or advanced degree preferred.
- Exceptional financial modeling, analytical, and communication skills; ability to thrive in a collaborative, sales-driven environment.
Benefits:
- Competitive base salary and bonus structure. Base salary is $115,000 - $130,000 + Bonus
- Comprehensive health insurance, 401(k) profit sharing, and paid time off.
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