Product Specialist, Client Relationship Managment
Options Consulting Solutions, Boston, MA, United States
PRODUCT SPECIALIST, CLIENT RELATIONSHIP MANAGEMENT
FULL TIME
GREATER BOSTON AREA
The Company Our client is a global Private Equity firm based in Boston. The firm invests in all types of private equity funds, including venture capital and leveraged buyout funds in addition to directly in operating companies.
Company Perks and Rewards
Base salary $125,000 – $140,000 + 25% bonus
Benefits, 401K, PTO and other perks
Hybrid work model (4 days in office)
The Role The Product Specialist will be responsible for driving engagement with clients and prospects, promoting adoption of proprietary investment technology platforms, and partnering across internal teams to deliver data-driven insights that enhance investment decision-making.
Partner with Investor Relations and Client Service to actively engage clients and prospects using various tools, positioning them as essential resources for manager selection and portfolio construction.
Drive adoption through tailored discussions, impactful presentations, and demonstrations that showcase how our solutions elevate investment processes.
Host product demos and facilitate deeper conversations with investment experts to highlight the company as a strategic differentiator.
Contribute to lead generation and define success metrics for product engagement and team interactions.
Create educational materials, commentary, standard explanatory content, talking points, and presentations that simplify complex quantitative concepts for diverse internal and external audiences.
Partner with investment teams to integrate systematic, data-driven insights into decision‑making processes, improving efficiency and supporting strategies for stronger outcomes.
Partner with Product Management to refine product roadmap based on market trends and investor feedback.
Gather competitive intelligence and identify opportunities for product differentiation.
Support investor communications by translating quantitative concepts into clear, client‑friendly messaging.
Your Qualifications
Bachelor’s or Master’s degree in Business, Finance, Economics, Mathematics, Statistics, or related field preferred; CFA or CAIA designation a plus.
5+ years of experience in institutional relationship management or business development, private equity, asset management, or related financial services role with a quantitative focus preferred.
Demonstrated ability to communicate complex analytics to non‑technical audiences; strong presentation and writing skills.
Experience in marketing strategy and content development within financial services is a plus.
Strong proficiency in data analysis tools (Excel, Python, R) and financial modeling a plus.
Expected Compensation: $125-140k base + 25% bonus
Existing Position Vacancy: Yes
I really look forward to hearing from you, but please understand that I will only be contacting those that are applicable for the role.
Options Consulting Solutions is an equal opportunity employer and welcomes applications from all individuals. Applicants selected for an in‑person interview will be asked whether specific accommodations are needed to support a personal disability.
You can also find more jobs that may be suited to you on the Options Consulting Solutions Indeed and LinkedIn pages. Follow us on Facebook for job searching tips and other updates.
#J-18808-Ljbffr
GREATER BOSTON AREA
The Company Our client is a global Private Equity firm based in Boston. The firm invests in all types of private equity funds, including venture capital and leveraged buyout funds in addition to directly in operating companies.
Company Perks and Rewards
Base salary $125,000 – $140,000 + 25% bonus
Benefits, 401K, PTO and other perks
Hybrid work model (4 days in office)
The Role The Product Specialist will be responsible for driving engagement with clients and prospects, promoting adoption of proprietary investment technology platforms, and partnering across internal teams to deliver data-driven insights that enhance investment decision-making.
Partner with Investor Relations and Client Service to actively engage clients and prospects using various tools, positioning them as essential resources for manager selection and portfolio construction.
Drive adoption through tailored discussions, impactful presentations, and demonstrations that showcase how our solutions elevate investment processes.
Host product demos and facilitate deeper conversations with investment experts to highlight the company as a strategic differentiator.
Contribute to lead generation and define success metrics for product engagement and team interactions.
Create educational materials, commentary, standard explanatory content, talking points, and presentations that simplify complex quantitative concepts for diverse internal and external audiences.
Partner with investment teams to integrate systematic, data-driven insights into decision‑making processes, improving efficiency and supporting strategies for stronger outcomes.
Partner with Product Management to refine product roadmap based on market trends and investor feedback.
Gather competitive intelligence and identify opportunities for product differentiation.
Support investor communications by translating quantitative concepts into clear, client‑friendly messaging.
Your Qualifications
Bachelor’s or Master’s degree in Business, Finance, Economics, Mathematics, Statistics, or related field preferred; CFA or CAIA designation a plus.
5+ years of experience in institutional relationship management or business development, private equity, asset management, or related financial services role with a quantitative focus preferred.
Demonstrated ability to communicate complex analytics to non‑technical audiences; strong presentation and writing skills.
Experience in marketing strategy and content development within financial services is a plus.
Strong proficiency in data analysis tools (Excel, Python, R) and financial modeling a plus.
Expected Compensation: $125-140k base + 25% bonus
Existing Position Vacancy: Yes
I really look forward to hearing from you, but please understand that I will only be contacting those that are applicable for the role.
Options Consulting Solutions is an equal opportunity employer and welcomes applications from all individuals. Applicants selected for an in‑person interview will be asked whether specific accommodations are needed to support a personal disability.
You can also find more jobs that may be suited to you on the Options Consulting Solutions Indeed and LinkedIn pages. Follow us on Facebook for job searching tips and other updates.
#J-18808-Ljbffr