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EARNEST Partners · 6 months ago

Product Management (Institutional Sales, Client Service)

Atlanta

Full-time

Onsite

Senior Level, Lead/Staff

8+ years exp

EARNEST Partners is an award-winning, employee-owned asset management firm headquartered in Atlanta. The role involves developing and executing new business opportunities while managing and growing existing client relationships, serving as a liaison with various stakeholders, and leading client engagements.

AnalyticsFinance

H1B Sponsor Likely

Responsibilities

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 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

Qualification

Business developmentRelationship managementFinancial acumenPresentation skillsCommunication skills

Required

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

Company

EARNEST Partners

Earnest Partners offers a range of portfolio and client management services to businesses.

Founded in 1998

Atlanta, Georgia, USA

51-200 employees

https://www.earnestpartners.com

H1B Sponsorship

EARNEST Partners has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2025 (2)

2024 (1)

2022 (1)