We are adding a Director of Client & Portfolio Services to be the relationship partner for a set of existing institutional and intermediary clients across North America. This is a key role, and you will be critical to supporting our business and growth. We expect you to have a deep appreciation for our deep value investment philosophy and our mission statement: to be known among the premier value investors in the world, to deliver on our commitments and obligations to our clients at the highest possible level and to attract and retain the best and the brightest employees and partners.
Key Responsibilities:
- Be the primary relationship manager for existing and future clients, responsible for understanding and managing all aspects of the relationship.
- Deliver high-quality investment content to clients, working closely with members of our investment team.
- Be a trusted partner for existing clients by understanding their needs and providing thoughtful investment insights and support through regular and ad-hoc interactions.
- Contribute to the creation of marketing content.
- Support new business opportunities by identifying cross-sell opportunities.
Duties, responsibilities, and activities may change at any time.
Note: We are currently working in a hybrid environment with 4 days in the office and 1 day remote. You will also have an additional 15 days of remote flexibility to be used at your discretion.
Experience & Skills:
- 7+ years of experience in the investment management industry building strong relationships with sophisticated institutional, intermediary investors and/or consultants.
- Track record of developing and deepening existing client relationships by providing excellent service and using good judgment to understand client needs and challenges.
- Ability to build credibility through technical, content-driven investment discussion (“credibility through content”) by articulating our research and strategies effectively.
- Excellent persuasive communication, presentation, and relationship skills to convey information clearly both verbally and through written material.
- Ability to build strong internal relationships with global colleagues, firm leaders, and key personnel.
- Passion for value investing.
- Knowledge of and experience in fundamental research and/or portfolio management.
Qualifications:
- Bachelor’s Degree
- 10-15+ years’ of relevant work experience
- Ability to travel up to 10% of the time within the territory
- CFA or MBA is a plus.
The ideal candidate is/has:
- An enthusiastic, proactive, and highly motivated individual.
- Strong relationship builder with high emotional intelligence.
- A high level of “investment intensity.”
- The ability to work autonomously yet have a strong team orientation.
- A self-starter who is intellectually curious and committed to excellence.
- Track record of establishing credibility with sophisticated investors.
- Outstanding interpersonal and presentation skills.
- Professionally mature and polished presence.
- Unquestionable integrity and strong work ethic.
Salary Range: $150,000 - $250,000
The actual base salary may vary depending on factors, including, but not limited to location, work experience, education, training, skill level, and market conditions. At Pzena Investment Management, base salary is just one component of the total compensation, which may include, year-end discretionary bonus and employee benefits.
At this time, Pzena Investment Management will not sponsor an applicant for employment authorization for this position.
