Associate Director, Global Client Solutions
Core
Lead business-development execution and support client-relationship management for the Private Client Practice, driving new-business activity through RFPs, proposals, and pitch preparation.
Role type
Senior IC business development manager (private wealth)
Builds
Custom investment portfolios and business development proposals for endowments, foundations, pension plans, and ultra-high net worth clients
Domain
Wealth management / Private client services
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Business development execution, RFP and proposal management, prospect strategy development, client relationship support, project management, stakeholder coordination, CRM management, presentation development, process improvement
Preferred skills
Mentoring junior colleagues, familiarity with presentation tools, experience in financial services or consulting
Responsibilities
Lead business-development execution for the Private Client Practice, manage workflow and timelines for proposals and RFP responses, support ongoing relationship-management activities for selected private clients, coordinate meeting agendas and logistics, maintain accurate records in CRM systems, guide less experienced team members on process execution
Seniority
Senior, hands-on IC
