VP (Product) - eFinancialCareers

eFinancialCareers; New York (NY); On-site; USD 150,000 - 250,000; Full time

Job summary

A leading firm seeks a Vice President, Business Development, Product Specialist in New York. This vital role involves facilitating business growth, managing investor relationships, and traveling to target clients in the financial sector. With a strong background in investment management, the right candidate will articulate the firm’s strategy and develop tailored business plans to enhance client engagement.

Qualifications

• 8 - 10+ years of business development or product specialist experience in investment management.
• Strong understanding of investment processes and ability to communicate effectively to RIAs and Financial Advisors.
• Willingness to travel 50-70% of the time.

Responsibilities

• Facilitate business development and sales targeting Financial Advisors and RIAs.
• Build and maintain investor relationships and implement business plans.
• Coordinate client events, conferences, and maintain CRM database.

Skills

Business Development

Sales Process

Communication

Presentation Skills

Relationship Management

CRM Management

Education

Bachelor's Degree

Job description

Vice President, Business Development, Product Specialist

Responsibilities

• Facilitate business development and sales process targeting RIAs, Family Offices, Financial Advisors at Broker Dealers, Wire Houses and Private Banks. This will involve regular travel to the areas of coverage.
• Serve as a subject matter expert on the firm’s active equities strategy.
• Build and maintain relationships with investors.
• Develop and implement territory-specific business plans, including the writing of prospecting profiles and call / meeting reports on a timely basis.
• Work closely with colleagues across departments to coordinate and execute roadshows, client events, conferences and brand-building activities.
• Work closely with colleagues across departments and global office locations to address investors’ queries / due diligence requests.
• Maintain the CRM database and assist in data management for tracking sales activity / pipeline.
• Build and maintain a comprehensive client communications strategy including the creation of white papers, infographics, monthly commentaries, performance updates, email campaigns, macro event snapshots and roadshow presentations for the firm’s strategies.
• Partner with Integrated Marketing team to develop collateral for the strategic partner’s salespeople.
• Based on performance, this role may expand into selectively covering institutional channels and other products such as fixed income and alts over time.

Requirements

8 - 10+ years of business development / product specialist / sub-advisory distribution experience within the investment management industry targeting Financial Advisors and RIAs throughout the US

Strong understanding of investing and excellent communication and presentation skills in order to articulate the firm’s investment philosophy and process to RIAs and Financial Advisors. Ability to communicate both quantitative and qualitative investment processes is critical.

Bachelors degree.

Willingness to travel 50-70% of the time.