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 (private markets)
Builds
A portfolio of institutional clients and long-term revenue streams
Domain
Private markets, financial services, risk management, lending solutions
Deliverable
client delivery
Required skills
cold calling, C-suite engagement, lead generation, client needs analysis, solution presentation, relationship management, business development
Preferred skills
resilience, ambition, self-starter mindset, ability to learn quickly
Technologies
Corpay's market-leading technology platform
Responsibilities
Researching and qualifying potential clients to build a database of leads; Owning the telephone to engage and consult with C-level executives; Cold calling as the primary method of engaging new opportunities; Learning clients' businesses to uncover key challenges and educate them on Corpay's product range; Working closely with analysts and strategists to build and present tailored risk management and lending solutions; Developing trusted, long-term relationships with an existing portfolio of clients to retain and grow revenue
