Associate Director
New York, New York • $120,000-$135,000
About the Company:
Our client is a specialized asset manager focusing on real assets and income-oriented strategies, delivering solutions across public and private markets. The firm is known for its research-driven approach serving a global client base of institutional and individual investors. The Associate Director will be part of the business development team responsible for the investment products/solutions to institutional investors and consultants.
Responsibilities:
- Direct sales outreach in the Northeast and Southeast territories; partner on larger plans with senior sales professionals and secondary coverage of small-mid market plans
- Partner with senior sales professional and teams in each territory to facilitate data requests, RFPs, due-diligence processes, and responses to inbound questions
- Analyze institutional allocators’ activity, consultant research, and manager lineups through investor databases and industry trade publications
- Track and maintain institutional pipeline
- Prepare presentations, campaigns, and other collateral to assist in the sales effort
- Organize meetings, calls, and pre-meeting prep for Portfolio Managers and internal teams
- Assist in the development of sales territory business plans and quarterly territory reviews
- Maintain fluency in capital markets, the firm’s marketable strategies performance, and the institutional marketplace more generally
Requirements:
- Bachelor’s degree required
- 5-7 years of related experience in a sales, investor relations, and/or a client services role within financial services
- Series 7 and Series 63 licenses or willingness to obtain
- Knowledge of real asset investment structures and vehicles
- Experience in an institutional marketing or sales group
- Strong PowerPoint and Excel skills
Salary Range:
$120,000-$135,000
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