Business Development Director


COMPANY

An outsourced-CIO firm that provides investment advisory services for nonprofit organizations.


LOCATION

Eastern US


POSITION

The Business Development Director develops and manages new and prospective business with responsibility for the end-to-end sales process. This highly visible position will own all aspects of business development, including C- level relationship management, building and maintaining an internal process and pipeline of new and reoccurring business opportunities, in-depth discussions regarding fund methodology, strategy, performance, fees and contract negotiations, surpassing sales targets, product setup and delivery, and on-going education of the enhancements and evolution of funds.


SPECIFICATIONS

  • 7+ years of experience in institutional asset management with a focus on marketing and business development; candidates should have demonstrated success in managing and executing a sales and marketing effort and growing assets under management;
  • Established relationships and experience with endowments and foundations; an understanding of, and appreciation for, nonprofit institutions;
  • Knowledge of investment principles and strategies, including hedge funds and private investment strategies and the ability to discuss with potential clients the make-up of the firm’s fund structure and portfolio; an understanding of technical, legal, and operational aspects of institutional investing;
  • The ability to travel regularly to develop relationships and represent the firm within the investment management sector;
  • Experience with client management systems; the ability to learn other software programs as required to track, analyze and report performance against key metrics and activities;
  • Ability to analyze and summarize complex investment data (knowledge of all investment asset classes and portfolio management strategies and theories) to support client transition to the firm;
  • Leadership skills that promote integrity and effective communication with staff and colleagues; the ability to exercise good judgment under pressure and manage a diverse and demanding workload;
  • Strong educational credentials including a Bachelor’s degree in accounting or business; Series 7 and Series 3 licenses preferred, or the ability to acquire these and other licenses/accreditation as necessary.
  • An entrepreneurial mindset and roll-up-the-sleeves style; a comfort level within a high growth environment where decisions are made quickly and opportunities are seized;

To express interest in this position, or to recommend others, please reply to info@sockwell.com and put “Business Development Director” in the subject line. All correspondence will be kept confidential