A leading institutional investment platform manages over $100B in global capital across fixed income, equities, and alternative investments. The firm combines the agility and culture of a boutique investment organization with the stability and resources of a large, well-established institution. Investments span both public and private markets, including real estate, digital infrastructure, healthcare, renewable energy, and technology.
The Position The Relationship Management team is seeking a
Director
to lead firm-hosted events and strategic partner engagement initiatives. This role is focused on strengthening investment partner relationships, enhancing brand presence, and translating engagements into measurable business outcomes.
Key Responsibilities
Lead strategy and execution for firm-hosted events and bespoke partner engagements
Partner with investment teams and senior leadership to align engagement priorities
Drive post-engagement insights, impact measurement, and opportunity tracking
Represent the firm at select conferences and industry events
Own CRM-driven engagement operations, reporting, and partner targeting
Lead and develop junior support resources
Qualifications
8+ years in relationship management, investor relations, or strategic engagement
Proven success executing high-profile, business-impact engagements
Strong stakeholder management, communication, and executive presence
Data-driven mindset with strong project management skills
Strong AI literacy and comfort using AI-enabled tools
#J-18808-Ljbffr
The Position The Relationship Management team is seeking a
Director
to lead firm-hosted events and strategic partner engagement initiatives. This role is focused on strengthening investment partner relationships, enhancing brand presence, and translating engagements into measurable business outcomes.
Key Responsibilities
Lead strategy and execution for firm-hosted events and bespoke partner engagements
Partner with investment teams and senior leadership to align engagement priorities
Drive post-engagement insights, impact measurement, and opportunity tracking
Represent the firm at select conferences and industry events
Own CRM-driven engagement operations, reporting, and partner targeting
Lead and develop junior support resources
Qualifications
8+ years in relationship management, investor relations, or strategic engagement
Proven success executing high-profile, business-impact engagements
Strong stakeholder management, communication, and executive presence
Data-driven mindset with strong project management skills
Strong AI literacy and comfort using AI-enabled tools
#J-18808-Ljbffr