Director of Institutional Business Development

Red Cedar Investment Management, LLC; Ohio; Sur place; USD 120 000 - 190 000; Plein temps

Résumé du poste

Red Cedar Investment Management, LLC, an institutional, active asset management firm, seeks a Business Development Director to expand institutional and retail channel assets across all investment products. The role requires building relationships with consultants and clients, deep knowledge of the institutional investment business, and the ability to present with technical expertise.

Located in Grand Rapids, MI (HQ) and Cincinnati, OH, the candidate will drive distribution strategies, identify

Qualifications

• Bachelor’s degree, preferably in Business, Finance, or Economics.
• 5–10 years of investment industry experience, preferably with business development, investment consulting, or consultant relations experience.
• CFA designation and/or MBA preferred.
• Excellent interpersonal, communication, and organizational skills.
• Ability to work extensively and collaboratively with team members.
• Strong investment knowledge across many sectors and asset classes.
• Self-motivated with a strong ability to connect with a variety of audiences and build long-lasting relationships.

Responsabilités

• Develop distribution strategy and build relationships with investment consultants across research, field, OCIO, and senior management teams to promote the firm and its investment capabilities.
• Identify, prospect, and call directly on institutional investors in the ERISA market to generate new mandates and build long-term relationships with key decision-makers.
• Develop and maintain a deep understanding of the firm, our culture, capital markets, and investment capability across fixed income, equity, and alternatives.
• Collaborate with RCIM Portfolio Managers, Investment Professionals, and Marketing to determine agendas and materials to deliver impactful consultant presentations.
• Maintain a thorough understanding of clients and prospects, including their business strategy, asset allocation preferences, key decision-makers/influencers and their biases, manager selection process, and communication preferences.
• Identify opportunities to enhance sales relationships through the introduction of relevant investment professionals, senior executives, and timely thought leadership.
• Work closely with external distribution partners to represent RCIM in the RIA and Wirehouse channels.
• Consistently document interactions with clients in the firm’s CRM system with a high level of organization.
• Proactively communicate important events and updates related to RCIM investment strategies to clients and prospects.

Connaissances

Relationship building

Investor relations

Communication skills

Team collaboration

Formation

Bachelor’s degree in Business/Finance/Economics

Description du poste

Red Cedar Investment Management, LLC, an institutional, active asset management firm, seeks a Business Development Director to expand institutional and retail channel assets across all investment products. The role requires building relationships with consultants and clients, deep knowledge of the institutional investment business, and the ability to present with technical expertise.

Located in Grand Rapids, MI (HQ) and Cincinnati, OH, the candidate will drive distribution strategies, identify