Earnestpartners53mo ago

Product Management (Institutional Sales, Client Service)

AtlantaFull-timemid

Product ManagementOperationsOtherManagement

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Quick Summary

Overview

Work directly with other members of the Product Management Team, the Investment Team and the CEO to both develop and execute on new business opportunities while also managing, fostering and growing existing relationships Serve as a liaison between the firm, existing and potential clients inclusive…

Technical Tools

Product ManagementOperationsOtherManagement

Serve as a liaison between the firm, existing and potential clients inclusive of plan sponsors, investment management consultants, broker-dealers and RIAs

Lead client engagements inclusive of new business presentations, and quarterly and/or annual performance updates for existing clients

Effectively communicate the firm’s history, investment philosophy, investment process, rationale behind portfolio positioning and individual securities holdings; be conversant on topical market and economic matters and discuss the firm’s views on such

8-10 years of precedent experience serving in a business development and/or relationship management capacity

Demonstrated record of strong academic and professional achievement

Keen interest in the financial markets

Demonstrated ability to communicate clearly, concisely and persuasively

Superb presentation skills with an ability to adapt to different audience types

Ability to manage multiple tasks in a fast-paced, demanding and team-focused environment

Comfort interacting with different personality types in a variety of situations including formal board meetings, one-on-one meetings and social engagements

Requisite financial acumen to intelligently discuss the firm’s investment holdings

Observant, insightful, articulate, creative and highly motivated team player