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Director Client Service & Business Development – Asset Management

Florham Park, NJ
TITLE: Director Client Service & Business Development – Asset Management
LOCATION: Florham Park, NJ (zip 07932)
Customer: Institutional Asset Manager
WORK TYPE: hybrid with some days in office and some days at home.

Our client is a large Asset Manager which focuses exclusively on managing equity portfolios for institutional clients. The firm manages assets for a prestigious global roster of corporate defined benefit and defined contribution plans, public retirement and sovereign wealth funds, Taft-Hartley plans, endowments/foundations, and sub-advised funds, many of which are included in Pensions & Investments’ top 200 largest retirement funds.

Seeking a Director, Client Service & Business Development. This position, in our Client Service and Portfolio Analysis group, is focused on servicing the firm’s institutional clients and their consultants and developing new business opportunities.  
Primary Responsibilities:
  • Serve as primary point of contact for clients, consultants, and prospects
  • Engage in business development initiatives
  • Review materials for client and marketing meetings and RFP and RFI responses
  • Communicate the firm’s investment philosophy and process, investment strategies, and performance with clients, consultants, and prospects
  • Monitor the competitive landscape and industry trends

This position requires an individual who is comfortable with quantitative equity management.
Requirements include:
  • Bachelor’s degree required, MBA and/or CFA a plus
  • A minimum of 5 years of investment industry experience
  • Ability to effectively communicate in both client and business development meetings
  • Ability to build and maintain client relationships
  • Strong organizational skills, with attention to detail
  • Excellent verbal, written, and interpersonal communication skills
  • Ability to manage and prioritize multiple projects simultaneously
  • Team player with a willingness to travel
  • Strong ethics and integrity

If you are interested in pursuing this opportunity, please respond back and include the following:
• Full MS WORD Resume
• Required compensation
• Contact information
• Availability

Zeke Goulbourne

131 Varick Street

New York, NY 10013
Cell: 347-243-2663
Email: Zekeg@intermediagroup.com

Corporate Web Site: https://intermediagroup.com/government/
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