Director of Client Services and Business Development in Florham Park, NJ at Engage Partners, Inc.

Date Posted: 11/7/2020

Job Snapshot

  • Employee Type:
    Full-Time
  • Job Type:
  • Experience:
    Not Specified
  • Date Posted:
    11/7/2020

Job Description

Job Description:
This position is responsible for servicing the firm’s institutional clients and their consultants and developing new business opportunities. Responsibilities include serving as primary point of contact for clients, consultants, and prospects, engaging in business development initiatives, reviewing materials, communicating investment philosophy and process, investment strategies, and performance, and monitoring the competitive landscape. The successful candidate should be able to effectively communicate, build and maintain relationships, manage projects, and have strong organizational and communication skills.

We are 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