About This Role
This executive director role involves leading client service, business retention, product strategy, and portfolio oversight within the Multi-Asset Solutions platform. The specialist will support various strategies, manage existing client relationships, and ensure high client satisfaction across diverse institutional segments in the U.S. market. The position requires close collaboration with Client Advisor teams, portfolio managers, and investment teams to deliver integrated solutions.
Responsibilities
- Manage and deepen existing client relationships, acting as the lead investment specialist to service the relationship and conduct investment review meetings
- Lead client interactions by representing the multi-asset investment process and house views in meetings, seminars, and conferences
- Engage with clients to understand objectives, address needs, and deliver tailored investment solutions
- Establish excellent collaborative working relationships with the Client and Consultant Advisor teams, investment teams, research, portfolio managers, investor relations, product development, and other key stakeholders across the firm
- Represent the MAS team and collaborate with other teams on various ad-hoc projects
- Ensure consistent delivery of accurate and detailed information to clients and internal teams
- Create high-quality written content on products and markets for client communications
- Analyze client portfolios (returns, risk, performance attribution, etc.), create portfolio proposals, conduct analyses, and other ad-hoc client portfolio or business-related analysis
Requirements
- 7+ years of experience successfully serving institutional clients in the North America Institutional market
- Expertise in asset allocation, multi-asset portfolio construction and experience with an array of investment strategies in public equity, public fixed income, real asset, private credit and private equity strongly preferred
- Highly entrepreneurial, action oriented and self-motivated
- A track record of problem solving through critical thinking, initiative and a collaborative, team-oriented approach
- Proven track record of sustainable achievement in a financial sales and client service environment
- Outstanding energy, focus, and drive to achieve results
- Demonstrates industry and product knowledge by understanding the competition, the clients and marketplace
- Series 7, 63 and 3 certifications
Nice to have:
- A working knowledge of institutional investment policy design and portfolio construction
- CFA and/or CAIA designation preferred
- Excellent presentation skills which enable the delivery of concise and persuasive new business presentations and investment reviews
