Remote BD & Client Relations Lead — Institutional Investors

Career Group; Miami (FL); Remote; USD 60,000 - 85,000; Full time

Benefits offered by this job

Health insurance for employee and 100%

Dental coverage

Vision coverage

401(k) after probation

Corporate retreats

PTO

Job summary

Career Group seeks a Business Development & Client Relations Associate to grow the firm’s client base and strengthen relationships with institutional investors across the U.S. and Canada. The role can be fully remote or based in Miami, FL, with travel as needed.

You’ll research markets, present the firm’s services to senior executives, and help onboard new clients while supporting thought leadership content and event planning. Strong BD experience and a finance background are preferred.

Qualifications

• 4+ years in business development, client relations, institutional sales, investor relations, marketing or events, ideally in financial services or legal.
• Bachelor’s degree in business, finance, marketing or a related field.
• Solid understanding of financial markets and the institutional investor landscape.
• Excellent written and verbal communication and presentation skills.
• Strong organization and attention to detail.
• Willingness to travel within the U.S. and internationally.

Responsibilities

• Help build and carry out growth plans aimed at custody banks, sovereign wealth funds, pension funds, asset managers and other institutional investors across the U.S. and Canada.
• Research the market and competitors to find new business opportunities.
• Explain the firm’s services and value to prospective clients.
• Arrange introductions and secure meetings with C-suite executives and senior decision-makers.
• Track pipeline activity, follow-ups and key metrics.
• Act as a first point of contact for client inquiries, working with the legal and operations teams.
• Support onboarding of new clients and strengthen existing relationships.
• Help create presentations, newsletters, articles and thought leadership content.
• Help plan the firm’s annual international conference in Europe, plus client roundtables, roadshows and events in the U.S. and abroad.

Skills

Relationship building

Communication skills

Presentation skills

Self-starter

Client-service mindset

Education

Bachelor's degree in business, finance, marketing or related field

Job description

Career Group seeks a Business Development & Client Relations Associate to grow the firm’s client base and strengthen relationships with institutional investors across the U.S. and Canada. The role can be fully remote or based in Miami, FL, with travel as needed.

You’ll research markets, present the firm’s services to senior executives, and help onboard new clients while supporting thought leadership content and event planning. Strong BD experience and a finance background are preferred.