One of our top New York-based global investment firm clients with over $100b in AUM is expanding their Global Subadvisory Distribution team. This firm is globally recognized and specializes in differentiated real asset and income-focused investment strategies, with a broad distribution platform spanning institutional, intermediary, and sub-advisory channels. The team is looking for a Vice President who will lead business development and relationship management efforts with global asset managers, insurers, and financial intermediaries. This individual will drive growth initiatives, support client retention, and serve as a key liaison between clients and internal investment, product, and marketing teams.
Responsibilities
Prospecting asset managers, insurance companies and other financial institutions which could partner with the firm in a subadvisory capacity
Leading coverage with select existing subadvisory relationships to expand relationships in existing products and new launches
Developing and leading campaigns and roadshows for relationship expansion and promotion
Working with the Institutional Channel Marketing partners to prepare presentations and campaigns
Collaborating with Associates and Directors across the firm, as well as internal teams such as Marketing, Legal, Compliance, Investment, and Ops
Traveling to existing and future clients located across North America, Australia, New Zealand, and eventually European countries
Qualifications
Bachelor's degree from a reputable university
10+ years of related experience in a sales, or investor relations within Financial Services
Series 7 and Series 63 licenses
Advanced degree or certifications (CFA, CAIA, CFP, CIMA) valued but not required
Knowledge of real asset investment structures and vehicles
Experience in an institutional marketing or sales group
Must be willing to travel up to 35% of the time
Compensation and Benefits
Estimated first year salary between $170,000-200,000