Head of Institutional Engagement & Programs

Atlas Search; New York (NY); On-site; USD 80,000 - 120,000; Full time

Job summary

Atlas Search is looking for a professional in New York to lead executive-level thought leadership initiatives within a recognized financial services organization. Ideal candidates have 3–5+ years of experience in financial services or investment, strong relationships with senior executives, and excellent writing and research skills.

This role provides a unique opportunity to shape industry conversations while managing events and developing content. A Bachelor's degree is required, and a CFA designation is a plus.

Qualifications

• 3–5+ years of experience in financial services, investment, or capital markets.
• Strong understanding of institutional investing and financial markets.
• Experience with thought leadership initiatives like events and podcasts.

Responsibilities

• Lead executive-level thought leadership initiatives.
• Develop content and engage with senior industry leaders.
• Shape industry conversations with innovative ideas.

Skills

Financial services experience

Investment knowledge

Excellent writing skills

Research skills

Content development

Event management

Relationship building

Education

Bachelor's degree

CFA Charterholder or candidate

Job description

We are working with a leading financial services membership organization that is seeking an individual to lead executive-level thought leadership initiatives, industry events, podcasts, and strategic programming.

This role is ideal for a financially literate professional with experience in financial services, investments, capital markets, or related fields who enjoys developing content, engaging senior industry leaders, and bringing innovative ideas to life.

Key Qualifications:

• 3–5+ years of financial services, investment, or capital markets experience
• Strong understanding of institutional investing and financial markets
• Excellent writing, research, and content development skills
• Experience with events, conferences, podcasts, or thought leadership initiatives preferred
• Ability to build relationships with senior executives and industry stakeholders
• Bachelor's degree required; CFA Charterholder or candidate is a plus

This is a unique opportunity to help shape industry conversations and work directly with leading investment professionals.