Client Director

Mission Staffing; New York (NY); On-site; USD 140,000 - 210,000; Full time

Job summary

Mission Staffing seeks a Client Director to drive growth across its US offshore intermediary business, engaging gatekeepers and home offices at major brokerage firms and private banks to position a full suite of investment solutions.

You will work with wholesale, client portfolio management and product teams to address client needs, manage the pipeline, and travel for client meetings across the industry.

Qualifications

• 6+ years in asset management or private banking
• Knowledge of capital markets and investment products
• Established relationships with platform partners a plus
• Strong verbal and written communication for engaging senior partners
• Willing to travel for client meetings and industry events
• Series 7 and 63 required, or must obtain within 3 months of start

Responsibilities

• Support product onboarding, drive research placement, and influence model allocations at major intermediary firms
• Drive adoption of investment solutions with home office portfolio managers by diagnosing client needs and identifying allocation opportunities
• Cultivate long-term partnerships with gatekeepers, research analysts, and product specialists at large financial intermediaries
• Collaborate with wholesaling, client portfolio management, and product development teams to address client needs
• Manage prospect activity and the team’s pipeline and follow-ups
• Partner with cross-functional teams to launch product initiatives and campaigns

Skills

Relationship building

Capital markets knowledge

Pipeline management

Verbal and written communication

Cross-functional collaboration

Travel willingness

Education

Bachelor’s degree in business or economics

CFA/CAIA/MBA

Job description

A leading global asset manager is seeking a Client Director to help drive growth across its US offshore intermediary business. This is a chance to engage directly with gatekeepers and home offices at some of the largest broker‑dealers and private banks in the industry, positioning a full suite of public and private investment solutions.

Company Information:

A leading global asset manager with a longstanding presence in the US offshore intermediary space, serving some of the largest broker‑dealers, private banks, and wealth platforms in the industry.

Job Description:

• Support product onboarding, drive research placement, and influence model allocations at major intermediary firms.
• Drive adoption of investment solutions with home office portfolio managers by diagnosing client needs and identifying allocation opportunities.
• Cultivate long‑term partnerships with gatekeepers, research analysts, and product specialists at large financial intermediaries.
• Collaborate with wholesaling, client portfolio management, and product development teams to address client needs.
• Manage prospect activity and the team’s pipeline and follow‑ups.
• Partner with cross‑functional teams to launch product initiatives and campaigns.

Requirements / Qualifications:

• Bachelor’s degree, preferably in business or economics; CFA, CAIA, or MBA a plus.
• Minimum 6 years in asset management or private banking, with strong knowledge of capital markets and investment products.
• Established relationships and familiarity with platform partners a plus.
• Highly motivated, commercially minded, with disciplined pipeline management.
• Strong verbal and written communication skills for engaging senior partners.
• Collaborative and able to work across investment, product, and marketing teams.
• Willing to travel for client meetings and industry events.
• Series 7 and 63 required, or must obtain within 3 months of start.