Client Director

A leading global asset manager is seeking a Client Director to help drive growth across its US offshore intermediary business. This is a chance to engage directly with gatekeepers and home offices at some of the largest broker‑dealers and private banks in the industry, positioning a full suite of public and private investment solutions.
Company Information: A leading global asset manager with a longstanding presence in the US offshore intermediary space, serving some of the largest broker‑dealers, private banks, and wealth platforms in the industry.
Job Description: Support product onboarding, drive research placement, and influence model allocations at major intermediary firms.
Drive adoption of investment solutions with home office portfolio managers by diagnosing client needs and identifying allocation opportunities.
Cultivate long‑term partnerships with gatekeepers, research analysts, and product specialists at large financial intermediaries.
Collaborate with wholesaling, client portfolio management, and product development teams to address client needs.
Manage prospect activity and the team’s pipeline and follow‑ups.
Partner with cross‑functional teams to launch product initiatives and campaigns.
Requirements / Qualifications: Bachelor’s degree, preferably in business or economics; CFA, CAIA, or MBA a plus.
Minimum 6 years in asset management or private banking, with strong knowledge of capital markets and investment products.
Established relationships and familiarity with platform partners a plus.
Highly motivated, commercially minded, with disciplined pipeline management.
Strong verbal and written communication skills for engaging senior partners.
Collaborative and able to work across investment, product, and marketing teams.
Willing to travel for client meetings and industry events.
Series7 and63 required, or must obtain within 3 months of start.

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