Senior Client Director

Schroders • Full-time • New York, NY, US • $200k - $250k / year • 1w ago

About Schroders

JOB DESCRIPTION

We’re 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 we’ve been around for over 200 years, but keep adapting as society and technology changes. What doesn’t 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

This is an opportunity to work interdependently with an engaged team that sits within a global Institutional Sales function at a global asset management firm.

Position Overview

Reporting to the US Head of Institutional, this salesperson will focus on contributing to revenue growth by developing relationships with current and prospective clients, as well as relevant field consultants on the East Coast.

Responsibilities

The successful candidate will work closely with sales leadership, consultant relations, marketing, and various investment teams to execute a strategic plan to attract and retain assets from a wide range of institutional investors (public, corporate, etc). Through direct relationship-building, this person will develop a strong pipeline of new opportunities across investment strategies, converting those opportunities into new clients. They will be expected to grow Schroders’ AUM by nurturing relationships with both current and prospective institutional investors prior to the initiation of search activity in order to maximize the chance of success. To accomplish these goals, they will be expected to:

Sales Responsibilities (80%)
- Develop and manage a book of prospects with regular communication and in person meetings. Conduct face-to-face prospect meeting and determine team, agenda, and materials necessary for all presentations involving other professionals.
- Attend conferences, make phone calls, and conduct individual product meetings without investment professionals.
- Interact regularly with approximately 100 public and corporate pension plans.
- Understand and effectively communicate complex financial products and strategies in a clear and simple fashion in both verbal and written form.
- Participate in periodic strategic budgeting and sales projection planning.
- Assist in developing and launching new products.
- Travel (25-50% of time) will be required.
Administrative Responsibilities (20%)
- Maintain an accurate record of all activity in Schroders contact management system, Salesforce, on an absolutely current basis.
- Coordinate trips with various investors.
- Maintain all FINRA and other licensing, as determined by the firm’s Compliance Department.

Basic Qualifications

Candidates will be experienced in leading a territory and have a proven track record of executing strategic sales initiatives and be a trusted advisor to their client base. This role encompasses a broad range of traditional, alternative and private equity strategies. The successful candidate will have an excellent educational and professional background, which may include a graduate degree and/or a CFA designation. They should be articulate, possess a high level of intellect, strong communication skills (oral and written), and be a consummate team player. The position calls for an outstanding sales and marketing individual who is very disciplined and well-organized with a high level of energy. They will be entrepreneurial by nature, seeking out opportunities to bring in new sources of business. Comfortable with traveling, the individual will be client-centric in their approach to their responsibilities

Bachelor’s degree at minimum required.

Minimum 10-12 years working in the institutional market, with the most recent experience being in the Northeast
Established and strong relationships in NY, NJ, PA
Ability to clearly and effectively communicate complex financial products, in both verbal and written form.
Extensive current contacts within the Northeast region.
Successful track record of raising assets.
Excellent sales skills and in-depth product knowledge.
Valid driver’s license.
Ability to travel.

Preferred Qualifications

MBA or CFA or CAIA, or other relevant advanced degree preferred.
Current Series 7 and 66 licenses are preferred.

Compensation

Schroders offers a base salary in a range of $200,000 to $250,000 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 Are

Our 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.

Schroders endeavors to make our careers website accessible to all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact HR at 212-641-3800 or simpersonnel@us.schroders.com . This contact information is for accommodation requests only and cannot be used to inquire about the status of applications.

About Us

We're 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 6,000 people on six continents. And we've been around for over 200 years, but keep adapting as society and technology changes. What doesn't change is our commitment to helping our clients, and society, prosper.