at Schroders
Asset ManagementPosted 8 days ago
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**Client Director**: Lead intermediaries' engagement & growth for Schroders' US offshore business. Drive product adoption, cultivate strategic partnerships, and manage sales pipeline. Roles require 6+ years in asset management, strong commercial acumen, excellent communication skills, and FINRA Series 7 & 63 licenses. Flexible hybrid work model, 3 days in NYC office.
- Compensation
- $125,000 – $150,000 USD
- City
- New York City
- Country
- United States
Currency: $ (USD)
Full Job Description
Location: NEW YORK, NY, United States
About Schroders
Were a global investment manager. We help institutions, intermediaries and individuals around the world invest money to meet their goals, fulfil their ambitions, and prepare for the future.
We have around 5,000 people on six continents. And weve been around for over 200 years, but keep adapting as society and technology changes. What doesnt change is our commitment to helping our clients and society prosper.
The Base
We are based at 7 Bryant Park in the heart of NYC. And we have everything we need to work flexibly. We operate a hybrid working model, with a requirement that our Senior Client Director be in the office 3 days per week. This is to sustain our culture of innovation, collaboration, knowledge sharing, and building relationships within the business.
The Team
We are seeking for a Client Director, to join our team to accelerate the growth of our intermediary business in the US offshore space. Our team is dedicated to servicing the largest intermediary clients, including national and regional broker-dealers and banks, global private banks, funds of funds, and wealth platforms.
Position Overview
This individual will engage directly with home office, gatekeepers, portfolio managers and product specialists to position the firms full suite of public and private investment capabilities (ETFs, SMAs, mutual funds, semi liquid funds, and drawdown funds). This individual will also help with developing key account relationships for targeted prospects.
The client director plays a critical role in supporting the channels growth and expansion efforts by advancing the distribution of Schroders strategies and capabilities across the segment.
Responsibilities
- This role will be responsible for supporting the product onboarding, driving research placement, and influencing model allocations at some of the largest intermediary firms, partnering across internal stakeholders to help accelerate adoption of Schroders investment solutionsDrive adoption of Schroders investment solutions with home office portfolio managers by diagnosing client-specific needs, developing a deep understanding of model and portfolio construction, identifying allocation opportunities, and proactively anticipating changes driven by investment objectives and goalsCultivating high-level, long-term partnerships with gatekeepers, research analysts, and product specialists at large financial intermediaries.Collaborate internally with wholesaling teams, client portfolio managers, and product development team to address clients needsManage prospect activity, teams pipeline and follow-upsPartnering with cross-functional teams to launch product initiatives and campaignsQualifications
- Must possess a college degree with a preferred major of Business/economics or related careers. CFA or CAIA, and/or an MBA are a plus.Minimum of 6 years of professional experience in asset management or private banking. Ideal candidates will demonstrate a robust interest and knowledge of capital markets, investment products and alternative investments. Established relationships and knowledge of platform partners is a plusHighly motivated, commercial mindset with a disciplined approach to prospecting / pipeline mgmt.Outstanding verbal and written communication skills to engage key partners, present sales materials, and convey technical product information.Collaborative team player who thrives partnering across investment, product, and marketing teamsWillingness to travel for client meetings, industry events, and conferencesPossession of FINRA Series 7,and 63 licenses or must obtain within three (3) months of employment commencement.CompensationSchroders offers a base salary in a range of $125,000 to $150,000 for this position.The referenced salary range is based on the Company's good faith belief at the time of posting. Actual compensation may vary based on factors such as geographic location, work experience, market conditions, education/training and skill level.We recognize potential, whoever you areOur purpose is to provide excellent investment performance to clients through active management. Diversity of thought facilitated by an inclusive culture can help us achieve this goal. We are a proud equal opportunity employer and ensure fair employment practices without regard to race, color, national origin, age, disability, sex, sexual orientation, gender identity, religious beliefs, veteran status, or any other protected characteristics.Apply now
SIMILAR OPPORTUNITIES
Client Director
Compensation
$125,000 – $150,000 USD
City: New York City
Country: United States
ExperiencedNo visa sponsorship**Client Director**: Lead intermediaries' engagement & growth for Schroders' US offshore business. Drive product adoption, cultivate strategic partnerships, and manage sales pipeline. Roles require 6+ years in asset management, strong commercial acumen, excellent communication skills, and FINRA Series 7 & 63 licenses. Flexible hybrid work model, 3 days in NYC office.
Full Job Description
Location: NEW YORK, NY, United States
About SchrodersWere a global investment manager. We help institutions, intermediaries and individuals around the world invest money to meet their goals, fulfil their ambitions, and prepare for the future.We have around 5,000 people on six continents. And weve been around for over 200 years, but keep adapting as society and technology changes. What doesnt change is our commitment to helping our clients and society prosper.The BaseWe are based at 7 Bryant Park in the heart of NYC. And we have everything we need to work flexibly. We operate a hybrid working model, with a requirement that our Senior Client Director be in the office 3 days per week. This is to sustain our culture of innovation, collaboration, knowledge sharing, and building relationships within the business.The TeamWe are seeking for a Client Director, to join our team to accelerate the growth of our intermediary business in the US offshore space. Our team is dedicated to servicing the largest intermediary clients, including national and regional broker-dealers and banks, global private banks, funds of funds, and wealth platforms.Position OverviewThis individual will engage directly with home office, gatekeepers, portfolio managers and product specialists to position the firms full suite of public and private investment capabilities (ETFs, SMAs, mutual funds, semi liquid funds, and drawdown funds). This individual will also help with developing key account relationships for targeted prospects.The client director plays a critical role in supporting the channels growth and expansion efforts by advancing the distribution of Schroders strategies and capabilities across the segment.Responsibilities- This role will be responsible for supporting the product onboarding, driving research placement, and influencing model allocations at some of the largest intermediary firms, partnering across internal stakeholders to help accelerate adoption of Schroders investment solutionsDrive adoption of Schroders investment solutions with home office portfolio managers by diagnosing client-specific needs, developing a deep understanding of model and portfolio construction, identifying allocation opportunities, and proactively anticipating changes driven by investment objectives and goalsCultivating high-level, long-term partnerships with gatekeepers, research analysts, and product specialists at large financial intermediaries.Collaborate internally with wholesaling teams, client portfolio managers, and product development team to address clients needsManage prospect activity, teams pipeline and follow-upsPartnering with cross-functional teams to launch product initiatives and campaignsQualifications
- Must possess a college degree with a preferred major of Business/economics or related careers. CFA or CAIA, and/or an MBA are a plus.Minimum of 6 years of professional experience in asset management or private banking. Ideal candidates will demonstrate a robust interest and knowledge of capital markets, investment products and alternative investments. Established relationships and knowledge of platform partners is a plusHighly motivated, commercial mindset with a disciplined approach to prospecting / pipeline mgmt.Outstanding verbal and written communication skills to engage key partners, present sales materials, and convey technical product information.Collaborative team player who thrives partnering across investment, product, and marketing teamsWillingness to travel for client meetings, industry events, and conferencesPossession of FINRA Series 7,and 63 licenses or must obtain within three (3) months of employment commencement.CompensationSchroders offers a base salary in a range of $125,000 to $150,000 for this position.The referenced salary range is based on the Company's good faith belief at the time of posting. Actual compensation may vary based on factors such as geographic location, work experience, market conditions, education/training and skill level.We recognize potential, whoever you areOur purpose is to provide excellent investment performance to clients through active management. Diversity of thought facilitated by an inclusive culture can help us achieve this goal. We are a proud equal opportunity employer and ensure fair employment practices without regard to race, color, national origin, age, disability, sex, sexual orientation, gender identity, religious beliefs, veteran status, or any other protected characteristics.
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