Business Development Investment Product Specialist
New York, NY | Fulltime
- We offer a competitive base salary
- A comprehensive benefits package
- Bonus program
Job Description:
Join a dynamic, small structured credit investing firm (with a focus on CLO’s), boasting an impressively large AUM, as we navigate and capitalize on the most thrilling and transformative period in credit strategies witnessed in the past four decades. Our clients include institutional investors including endowments, foundations, public and private pension plans, family offices, and wealth management platforms
We are seeking a dynamic and motivated BD – Investment Product Specialist to join our team who will represent the West Coast Region. This role is ideal for a professional with a foundation in either sales, fundraising, or capital raising, has a vibrant personality, and a talent for building relationships. The successful candidate will play a crucial role in driving our asset management sales efforts, especially in the West Coast Region, utilizing personal contacts, our internal database, and occasional conferences to expand our client base.
Key Responsibilities:
- Client Acquisition and Relationship Building: Leverage personal network and our comprehensive internal database to identify and engage potential clients.
- West Coast Regional Sales Specialist: Ties to the west coast, or an interest in periodically traveling there for conferences is a plus.
- Sales and Marketing Strategy: Collaborate with the marketing team to develop and execute effective sales strategies that align with our firm’s goals and values.
- Dynamic Representation: Serve as a front-of-house personality, embodying the firm’s values and image in all client interactions.
- Client Presentations and Meetings: Prepare and deliver compelling presentations to prospective clients, showcasing our products and services.
- Market Research and Analysis: Stay abreast of market trends and competitor activities to identify new sales opportunities and strategies.
- Collaboration with Internal Teams: Work closely with the investor relations, operations, and compliance teams to ensure a seamless client experience.
- Event Management and Networking: Represent the firm at industry events, conferences, and networking gatherings.
Qualifications:
- Bachelor’s degree in Finance, Business Administration, or related field.
- Anywhere from 2 to 10+ years of experience in a sales, Investor Relations, or fundraising role within the asset management or financial industry
- Experience in one of the following – fundraising, capital raising, investment product sales, etc.
- Demonstrated ability to build and maintain client relationships.
- Strong communication and presentation skills.
- Energetic and outgoing personality, with a professional demeanor.
- Proficient in CRM software and Microsoft Office.
- Self-motivated, with a results-driven approach.
Job Type: Full-time
Pay: $120,000.00 – $200,000.00 per year
Benefits:
- 401(k)
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance
Compensation package:
- Bonus opportunities
Schedule:
- 8 hour shift
- Monday to Friday
Work setting:
- Hybrid work
Experience:
- Fundraising: 3 years (Preferred)
- Financial services: 3 years (Preferred)
- Financial sales: 3 years (Preferred)
Work Location: Hybrid remote in New York, NY 10022