Job Description
Lead business development efforts as Vice President for the Advisor Channel, focusing on fundraising and expanding our investment fund reach. Cultivate crucial relationships within the financial advisory community.
Reporting to the Managing Director of Capital Markets, you will be pivotal in developing strategies to engage and secure investment product approvals from advisory firms. Your extensive experience and ability to foster strong relationships will be vital in ensuring both capital-raising success and high client satisfaction. This role demands a strong work ethic and strategic mindset.
Key Responsibilities:
• Create strategies for engaging financial advisory firms
• Navigate investment product approval processes strategically
• Meet capital raising goals within budget
• Ensure advisor partner and investor satisfaction
• Identify potential growth relationships
Requirements:
• Minimum of 10 years in investment product sales
• Established industry rel...
Reporting to the Managing Director of Capital Markets, you will be pivotal in developing strategies to engage and secure investment product approvals from advisory firms. Your extensive experience and ability to foster strong relationships will be vital in ensuring both capital-raising success and high client satisfaction. This role demands a strong work ethic and strategic mindset.
Key Responsibilities:
• Create strategies for engaging financial advisory firms
• Navigate investment product approval processes strategically
• Meet capital raising goals within budget
• Ensure advisor partner and investor satisfaction
• Identify potential growth relationships
Requirements:
• Minimum of 10 years in investment product sales
• Established industry rel...