Investor Relations – RIAs & Family Office (East Coast) - Director jobs in United States
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Marathon Asset Management · 1 week ago

Investor Relations – RIAs & Family Office (East Coast) - Director

Marathon Asset Management is a leading global credit manager with over $23 billion of capital under management. The role involves building relationships with Registered Investment Advisors and Multi-Family Offices to drive sales and asset growth, while providing high-quality support and product knowledge to clients.

Emerging MarketsFinanceReal Estate
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H1B Sponsor Likelynote

Responsibilities

Build consultative relationships and grow market share with key centers of influence across RIAs and Multi-Family Offices on the East Coast, and to a lesser extent, Financial Advisors in the Private Bank and Wirehouse community
Work in partnership with the Head of Platforms & Wealth, broader Client Solutions team and senior management to develop and maintain relationships to drive sales and AUM growth across episodic, closed-end and evergreen funds
Conduct one-on-one meetings, group presentations and client events which involve travel
Deliver high-quality product knowledge, consultative sales approach and guide the implementation of the sale with RIA & MFO clients in order to grow assets of the Wealth business
Effectively articulate the firm’s investment philosophy and suite of investment solutions across public and private credit
Understand and communicate capital markets, complex product structures, and competitor products
Provide the proper after-sales support to keep LP’s informed on their investments
Detailed oversight and maintenance of CRM system (Salesforce) capturing client interactions and meeting notes
Represent the firm at regional and national conferences and conference calls

Qualification

External sales experienceFamily wealth industry experienceFinancial markets knowledgeCRM system proficiencyCommunication skillsDynamic work environmentAcademic credentialsMBACFACAIAOrganizational skillsTime management skillsTeam collaborationIndependent work abilityPresentation skills

Required

This position requires candidates to work in person at our New York office
8+ years' experience in an external sales capacity that directly aligns with the specific responsibilities for this position
Must have experience working in the family wealth industry with established relationships in the RIA & MFO channels and designated region (East Coast)
Clear grasp of the high-net-worth and intermediary investor community and be able to participate and drive a coordinated sales process and collaborate with various internal business groups to achieve capital raising objectives
Strong understanding of financial markets with particular knowledge of alternative private and public credit strategies in both private and registered fund structures
Successful track record in developing new and managing existing relationships within the intermediary and high-net-worth community
Solid comprehension of the marketing and operational elements of private wealth firms
Excellent organizational and time management skills to succeed in an intense, fast paced environment
Excellent communication and presentation skills
Strong organizational skills; ability to prioritize targets and handle a busy calendar of meetings
Ability to work independently or collaboratively with teams
Ability and desire to work in dynamic and demanding environment
Excellent academic credentials including an undergraduate degree from a top tier institution; MBA, CFA or / or CAIA preferred
Travel Required

Benefits

Medical/Pharmacy
Dental
Vision
HSA
FSA
STD/LTD
Life Insurance
PTO
Commuter Benefits
Company provided lunches

Company

Marathon Asset Management

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Marathon Asset Management LP is a global alternative investment and asset management company with approximately $11 billion in capital

H1B Sponsorship

Marathon Asset Management 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
2024 (1)
2023 (4)
2022 (1)
2021 (1)
2020 (5)

Funding

Current Stage
Growth Stage
Total Funding
unknown
2016-06-22Private Equity

Leadership Team

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Scot Pasquale
Chief Financial Officer
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Jamie Raboy
Chief Operating Officer, Chief Risk Officer
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Company data provided by crunchbase