Portfolio Manager - Private Markets
Core
Building and managing a portfolio of high-value institutional clients in the private markets landscape through business development and account management.
Role type
Senior IC sales and account management professional
Builds
A portfolio of institutional clients and long-term revenue streams
Domain
Private markets, financial services, risk management, and lending solutions
Deliverable
client delivery
Required skills
Business development, cold calling, client consulting, relationship management, solution selling, lead generation, account growth
Preferred skills
Ambition, resilience, self-starter mindset, ability to learn quickly, high motivation
Technologies
Corpay's market-leading technology platform
Responsibilities
Researching and qualifying potential clients to build a database of leads, engaging and consulting with C-level executives, cold calling as the primary method of engagement, learning clients' businesses to uncover challenges, working with analysts to build tailored risk management and lending solutions, developing trusted long-term relationships to retain and grow revenue
Seniority
Senior, hands-on IC
