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Virtus Investment Partners · 1 month ago

Institutional Business Development & Consultant Relations Manager

United States

Full-time

Onsite

Mid, Senior Level

$185K/yr - $225K/yr

7+ years exp

Kayne Anderson Rudnick is an asset and wealth management firm headquartered in Los Angeles. We are seeking to hire a driven and collaborative Institutional Business Development and Consultant Relations Manager to help grow institutional assets by building new client pipelines and strengthening consultant firm relationships.

Financial Services

Responsibilities

Collaborate with the Managing Director to coordinate and execute a strategic plan to enhance a pipeline of new institutional clients via the Centers of Influence (COI), specifically Trustees, Staff, Consultants and other referral sources in broader institutional pension funds, consulting and corporate funds to drive AUM growth across KARs investment strategies

Opportunistically perform direct institutional sales activities with prospective clients that prefer direct contact versus through an institutional consultant

Strengthen relationships with designated institutional consultants by maintaining prompt, effective communication with both manager research teams and field consultants at each firm

Engage in industry conferences and events to promote the firm, build relationships within target markets and the consultant community, and remain current in profession and industry trends

Establish or further strengthen relationships with assigned institutional consultants with the goal of having the firm and its equity strategies favorably rated and be placed on consultant recommended lists

Maintain an effective detailed level of communication and interaction with assigned institutional research and field consultants to deepen and broaden the firm’s institutional brand

Seek opportunities to have KAR equity strategies favorably rated on institutional consultant platforms

Participate in strategic planning, and execute on the designed plan, within a team structure to further expand the KAR institutional footprint

Qualification

Institutional sales experienceBusiness development successAsset classesFINRA Series 7 licenseCFA designationInterpersonal skillsCommunication skillsOrganizational skillsTime management skills

Required

BA/BS Degree in business or finance

7-15 years' experience with 5 + year of external institutional sales experience in the asset management industry

Track record of business development success with institutional clients and consultants

In-depth knowledge of various asset classes with a focus on public equities

Exceptional interpersonal and communication skills with the ability to present complex information to different audiences with varying levels of investment knowledge and objectives

Excellent organizational and time management skills with the ability to establish priorities, execute responsibilities and work within a collaborative, team-oriented environment

Extensive travel is required (50 – 75%) and will vary based on client meeting schedules