Client Director, Business Development
Core
Drive lead generation and pipeline building for institutional and private client investment portfolios across the US Southeast region.
Role type
Senior Business Development Director (Financial Services)
Builds
New business opportunities and client relationships for outsourced CIO, portfolio management, and investment consulting services.
Domain
Asset Management / Investment Consulting
Deliverable
client delivery
Required skills
lead generation, relationship management, sales pipeline development, strategic outreach, programmatic sourcing, CRM management, regional market knowledge
Preferred skills
experience in US Southeast region, bilingual Spanish, advanced degree
Technologies
CRM systems
Responsibilities
Identify and qualify new business opportunities across endowments, foundations, pensions, and private clients; establish relationships with centers of influence; represent the firm at industry events; collaborate with investment and marketing teams to onboard new clients; report on regional performance and market trends.
Seniority
Senior, hands-on IC
