Description:

Our client is currently seeking a Director/Vice President of Sales & Marketing to join their growing investment management firm. This is a full-time, permanent opportunity for an experienced, entrepreneurial professional who is passionate about business development, relationship management, and strategic marketing. The ideal candidate will play a pivotal role in driving the firm’s growth by expanding assets under management, strengthening client relationships, and elevating the company’s brand across institutional, intermediary, and private wealth channels.

Responsibilities Include:

• Develop and execute comprehensive business development strategies to drive assets under management across mutual funds, alternative investments, private wealth strategies, and separately managed accounts.
• Cultivate and maintain relationships with Registered Investment Advisors (RIAs), broker-dealers, family offices, institutional investors, consultants, endowments, and foundations.
• Identify, pursue, and close new business opportunities while managing a robust sales pipeline and meeting asset growth objectives.
• Lead client presentations, investment due diligence meetings, and investor communications.
• Coordinate Requests for Proposals (RFPs), Requests for Information (RFIs), consultant questionnaires, and maintain consultant database profiles.
• Develop and execute integrated marketing strategies to increase brand awareness and support business development initiatives.
• Oversee website content, digital marketing, thought leadership, marketing collateral, investor presentations, and conference participation.
• Ensure all marketing materials and communications comply with SEC marketing regulations and industry standards.
• Collaborate with executive leadership on strategic growth initiatives, product positioning, competitive analysis, budgeting, and performance metrics.
• Analyze market trends and identify opportunities to expand the firm’s presence and distribution channels.
• Prepare sales, marketing, and business development reports while tracking key performance indicators.

Qualifications:

• Bachelor’s degree in Business, Finance, Marketing, Economics, or a related field required.
• Minimum of 5 years of successful business development, institutional sales, or distribution experience within the asset or investment management industry.
• Demonstrated success raising assets and developing long-term client relationships.
• Strong understanding of investment products, capital markets, and institutional distribution channels.
• Exceptional communication, presentation, negotiation, and relationship management skills.
• Self-motivated, entrepreneurial mindset with the ability to work independently and collaboratively.
• CFA, CAIA, or MBA designation preferred.
• Experience marketing mutual funds, alternative investments, hedge funds, private wealth strategies, or separately managed accounts is highly desirable.
• Working knowledge of SEC Marketing Rule requirements is a plus.

Hours & Benefits:

• M -F 8-5
• In-Person
• PTO
• Health, Dental, & Vision
• 401K

For more details on this role please contact jobs@walrathrecruiting.com or call 518-275-4816. Please reference the specific job number you are inquiring about.

The specific salary/pay rate offered to a candidate may be influenced by a variety of factors including but not limited to the candidate’s experience, education, and work location.

This is an immediate opportunity. The interview process will be comprised of a combination of virtual and in-person. If you are qualified for this position, please apply using our secure online form.