Business Development Investment Product Specialist

Compensation and Benefits

Base salary: $120,000-$200,000
Bonus: Performance-based bonus opportunity
Benefits: Medical, dental, vision, 401(k), and paid time off
Schedule: Hybrid in New York, Monday through Friday, with periodic West Coast travel

A New York structured-credit investment firm is seeking a Business Development Investment Product Specialist to help grow its West Coast institutional business. The platform focuses on CLO strategies and serves endowments, foundations, pension plans, family offices, and wealth-management firms.

About the Role

The product specialist will connect investment knowledge with business development. The role is a fit for someone who can earn investor trust, explain a complex strategy without unnecessary jargon, and coordinate a disciplined path from first conversation to diligence.

Responsibilities

• Develop relationships with institutional prospects and qualified intermediaries across the West Coast.
• Explain the investment strategy, portfolio approach, and product fit in meetings and presentations.
• Coordinate diligence requests and follow-up with investment, investor-relations, operations, and compliance teams.
• Use the CRM to maintain an accurate pipeline, next steps, and market intelligence.
• Represent the firm at selected conferences, meetings, and industry events.

Qualifications

• Three or more years in fundraising, financial-services sales, investor relations, or investment-product distribution.
• Strong knowledge of institutional client expectations and the ability to learn structured credit.
• Clear presentation, relationship-development, and written follow-up skills.
• Bachelor’s degree in finance, business, or a related field.
• Professional judgment suitable for a regulated investment environment.

How to Apply

Submit a current resume through the form on this page. A cover letter is optional. Hire Innovative will contact candidates whose background matches the role and will not share a resume with the employer without candidate consent.