Vice President Sales & Marketing - Financial Services

Develop and execute comprehensive business development strategies to drive assets under management across mutual funds, alternative investments, private wealth strategies, and separately managed accounts.
Cultivate and maintain relationships with Registered Investment Advisors (RIAs), broker-dealers, family offices, institutional investors, consultants, endowments, and foundations.
Identify, pursue, and close new business opportunities while managing a robust sales pipeline and meeting asset growth objectives.
Lead client presentations, investment due diligence meetings, and investor communications.
Coordinate Requests for Proposals (RFPs), Requests for Information (RFIs), consultant questionnaires, and maintain consultant database profiles.
Develop and execute integrated marketing strategies to increase brand awareness and support business development initiatives.
Oversee website content, digital marketing, thought leadership, marketing collateral, investor presentations, and conference participation.
Ensure all marketing materials and communications comply with SEC marketing regulations and industry standards.
Collaborate with executive leadership on strategic growth initiatives, product positioning, competitive analysis, budgeting, and performance metrics.
Analyze market trends and identify opportunities to expand the firm's presence and distribution channels.
Prepare sales, marketing, and business development reports while tracking key performance indicators.
Qualifications:
Minimum of 5 years of successful business development, institutional sales, or distribution experience within the asset or investment management industry.
Bachelor's degree in Business, Finance, Marketing, Economics, or a related field required.
Demonstrated success raising assets and developing long-term client relationships.
Strong understanding of investment products, capital markets, and institutional distribution channels.
Exceptional communication, presentation, negotiation, and relationship management skills.
Self-motivated, entrepreneurial mindset with the ability to work independently and collaboratively.
CFA, CAIA, or MBA designation preferred.
Experience marketing mutual funds, alternative investments, hedge funds, private wealth strategies, or separately managed accounts is highly desirable.
Working knowledge of SEC Marketing Rule requirements is a plus.

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