Regional Manager
Company Overview
We are an independent, employee-owned investment management company specializing in global growth equity portfolios. Our organization is built on a strong research-driven culture, with portfolio managers averaging over two decades of experience investing in innovative companies worldwide.
Our distinctive culture empowers team members to take on significant responsibility and deliver exceptional value to clients. We seek talented individuals who share our core values and are committed to contributing to our continued success.
Position Summary
As a Regional Manager, you will be instrumental in driving growth and expanding our client base across the Great Lakes region. You will develop and nurture relationships with key stakeholders, including wirehouse platforms, family offices, pension funds, consultants, endowments, and foundations. Your role will focus on promoting our investment products, articulating our value proposition, and securing new business opportunities.
Key Responsibilities
- Develop and execute strategic plans to grow the client base within target market segments.
- Identify prospective clients and conduct market research to understand their needs and investment objectives.
- Lead presentations, pitches, and product demonstrations to showcase offerings and differentiate our firm from competitors.
- Negotiate agreements and contracts in collaboration with legal and compliance teams.
- Mentor junior team members, fostering professional growth and development.
- Prepare regular reports and presentations for senior management, summarizing performance metrics, business development activities, and market insights.
Required Qualifications
- Minimum 5 years of experience in financial services sales, with a focus on asset management.
- Proven track record of success in raising capital, preferably in a team setting.
- Strong understanding of global investment markets and long-only equity strategies.
- Exceptional communication and presentation skills, with the ability to tailor messaging to diverse audiences.
- Strong analytical and problem-solving skills; ability to work independently and manage multiple priorities.
- High level of professionalism, work ethic, and commitment to exceeding client expectations.
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.
FAQs
Congratulations, we understand that taking the time to apply is a big step. When you apply, your details go directly to the consultant who is sourcing talent. Due to demand, we may not get back to all applicants that have applied. However, we always keep your resume and details on file so when we see similar roles or see skillsets that drive growth in organizations, we will always reach out to discuss opportunities.
Yes. Even if this role isn’t a perfect match, applying allows us to understand your expertise and ambitions, ensuring you're on our radar for the right opportunity when it arises.
We also work in several ways, firstly we advertise our roles available on our site, however, often due to confidentiality we may not post all. We also work with clients who are more focused on skills and understanding what is required to future-proof their business.
That's why we recommend registering your resume so you can be considered for roles that have yet to be created.
Yes, we help with resume and interview preparation. From customized support on how to optimize your resume to interview preparation and compensation negotiations, we advocate for you throughout your next career move.