Investment Sales & Marketing Manager

SKBA Capital Management, LLC; San Francisco (CA); Hybrid; USD 80,000 - 150,000; Full time

Job summary

An established investment management firm is seeking a proactive Administration Manager & Marketing Coordinator to drive business development and marketing initiatives. This role is pivotal in enhancing the firm's market presence and requires a candidate with a strong background in capital markets and marketing. The ideal individual will thrive in a collaborative environment, showcasing exceptional communication skills and a strategic mindset. This exciting opportunity offers a hybrid work schedule, allowing for flexibility while engaging in meaningful projects that contribute to the firm's growth and client satisfaction.

Qualifications

• 7-10 years of marketing experience in investment management or capital markets.
• Strong understanding of campaign messaging and media content management.

Responsibilities

• Identify new business opportunities and engage various channels for growth.
• Manage campaign messaging and oversee product brand communication.

Skills

Organizational Skills

Project Management

Communication Skills

CRM Systems

Investment Industry Knowledge

Marketing Strategy

Networking

Media Content Management

Education

Bachelor's Degree

Tools

Microsoft Office Suite

Job description

Direct message the job poster from SKBA Capital Management, LLC

Administration Manager & Marketing Coordinator

Manager of Business Development and Marketing

The Company:

SKBA Capital Management is an independent San Francisco based boutique investment management firm.

Since 1989, the firm has managed equity and fixed income portfolios for clients including institutions, pension plans, corporations, foundations, endowments and private clients. We bring unwavering dedication to a consistent investment process that has been developed and refined for over 30 years. Our value-oriented firm relies on team decision-making processes in all of our business activities, from portfolio management to client service, operations and compliance, and our boutique culture remains a hallmark of our firm. As a majority employee-owned firm our interests are aligned with those of our clients, and we strive to be defined by our time-tested investment approach, dedication to client service and high ethical standards.

Position Overview:

SKBA is seeking a self-directed and organized individual to lead the company’s business development and marketing efforts. The person filling the role will contribute meaningfully to an established and respected firm and serve an essential role in growing the firm’s business. This position requires someone with capital markets experience who demonstrates sound business judgment, initiative and impeccable communication skills. SKBA seeks a person committed to maintaining a high-level of client satisfaction and who can thrive in a collaborative and team-based work environment. The candidate will need to demonstrate coach and player characteristics.

Responsibilities Overview:

Identify new business opportunities and actively engage various channels for business growth in separate accounts, mutual funds, and platforms

Manage and refine campaign messaging to effectively communicate firm’s philosophy and products through our website, outgoing correspondence, presentation materials, and press releases

Oversee product and brand messaging so that the firm’s investment approach and product positioning is accurately communicated in client materials, questionnaires, RFPs, and in databases

Operate as the first point of contact for new business inquiries

Participate in relevant industry conferences and successfully communicate our investment approach and products through one-on-one relationship development and speaking engagements

Plan regular sales and marketing meetings and lead in the completion of next step and action items related to expanding marketing messaging, relationship development, and new business opportunities

Track sales and pipeline reports and manage the company’s CRM database

Manage relationships with relevant technology and marketing vendors

Oversee the completion of due diligence requests and RFPs/RFIs ensuring that company messaging is effectively presented and communicated

Maintain critical documents and support in various aspects of compliance documentation per industry policies and requirements

Assume special project work and additional responsibilities as requested or assigned

SKBA Capital Management, LLC

Qualifications:

7 - 10 years of experience as a marketing professional in the investment management or capital markets industry

Bachelor’s degree is required

Series 6 or 7 and Series 63 and/or 65 required

Familiarity and comfort operating within multiple business channels: separate accounts, mutual funds, and SMA/UMA managed accounts

Experience managing media content and developing effective campaign messaging in materials such as pitchbooks, product brochures, fact sheets, and websites

Proven experience with planning and executing marketing plans that resulted in growing mutual fund assets and expanding client base

Established relationships within the consultant community

Driven to generate leads and demonstrate the persistence and enthusiasm to pursue new business opportunities

Working understanding of databases and effective means by which to present firm data and messaging

Experience with industry conferences and public speaking

Adept at Project Management with the ability to manage tasks and see projects to completion within a set timeframe

Skills:

Excellent organizational and project planning/implementation skills with proven track record of meeting deadlines and goals

Deep understanding of the investment industry and maintains current and relevant knowledge of product positioning versus competitors

Demonstrates sound business judgement and professionalism and is results-driven

Strong written communication skills with the ability to develop product and firm messaging

Effective and professional verbal communication skills with a high comfort level for networking and sales

Demonstrates great follow-through and is detail oriented

Strong skills in Microsoft Office (PowerPoint, Outlook, Excel and Word) and experience with CRM systems

Desire to work in a boutique firm with a collaborative work environment

Position Specifics:

This is a San Francisco financial district based position that offers a hybrid work schedule

Travel is a component to this role in order to directly develop relationships and attend industry conferences

Please send your CV and Cover Letter to: [e-mail]

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Marketing and Sales

• Industries

  Investment Management

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