VP, Product Specialist, Asset Mgmt - Remote | Chicago, IL, USA | Remote

Non-disclosed; Tucson (AZ); Remote; USD 200,000 - 250,000; Full time

Job summary

A top-tier global asset management firm is seeking a Vice President, Business Development, Product Specialist with extensive experience in the investment management industry. This remote role includes business development and sales responsibilities, with a competitive compensation package and opportunities for growth within the firm.

Qualifications

• 8 - 10+ years of experience in business development or product specialization.
• Strong understanding of investment philosophy.
• Excellent communication and ability to present investment processes.

Responsibilities

• Facilitate business development targeting RIAs and Financial Advisors.
• Serve as subject matter expert on active equities strategy.
• Maintain CRM database for tracking sales activity.

Skills

Business Development

Investment Management

Communication Skills

Presentation Skills

Job description

VP, Product Specialist, Asset Mgmt - Remote

Non-disclosed Chicago, United States Apply now Posted 1 day ago Remote Job Permanent $200k - $250k

A top-tier $240 billion global asset management firm is looking to hire a Vice President, Business Development, Product Specialist (two roles) with 8 - 10+ years of business development / product specialist / sub-advisory distribution related experience within the investment management industry. The open roles are expansionary (not replacing anyone), can be based remotely and pay a competitive total compensation package. Candidates with manager research experience (including the emerging markets) would be considered.

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.
• Willingness to travel 50-70% of the time.

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