Senior Manager, Wealth Business Development jobs in United States
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Macquarie Group · 2 days ago

Senior Manager, Wealth Business Development

Macquarie Group is a global financial services group operating in 31 markets. The Senior Manager, Wealth Business Development will support the growth and distribution of Alternative Investments to the US Wealth channel, working closely with the external sales team to expand their presence on US distributor platforms.

BankingFinanceFinancial Services
Hiring Manager
Ellen Fahey
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Responsibilities

Help secure platform approvals, maintain accurate CRM data and deliver seamless client service while supporting capital-raising efforts for our private-market funds
Drive business development by researching the US Wealth channel, coordinating outreach to Enterprise RIAs, and preparing high-impact presentations, webinars and events that showcase our Real Assets, Green Investments and Credit capabilities
Blend sharp data analysis, proactive relationship management and strong communication skills to accelerate new opportunities and achieve ambitious growth targets

Qualification

Capital-raising expertiseRelationship managementData analysisProduct knowledge in AlternativesResearch skillsClient engagementPresentation skillsCommunication skillsProject management

Required

10+ years' success driving product approvals and asset growth in the US Wealth channel
holding Series 7, 63 and 65 licenses
proven ability to lead campaigns with Enterprise RIAs
own meeting pipelines and tailor strategies that deepen partnerships and convert prospects
advanced research and analytical skills using tools such as Discovery, Dakota, Excel and other productivity platforms
Deep or rapidly attainable product knowledge in Alternatives—including Real Assets, Green Investments and Private Credit
exceptional communication, and influencing and project-management skills
thrives in fast-paced environments

Benefits

1 wellbeing leave day per year and a minimum of 25 days of annual leave
20 weeks’ paid parental leave for primary caregivers along with 12 days of paid transition leave upon return to work and 6 weeks’ paid leave for secondary caregivers
2 days of paid volunteer leave and donation matching
Benefits and initiatives to support your physical, mental and financial wellbeing such as medical, prescription drug, dental, and vision insurance; health savings account and dependent day care savings account; life insurance, disability, and other insurance plans; 401(k) and short/long term disability
Access to our Employee Assistance Program, a robust behavioural health network with counselling and coaching services
Access to a wide range of learning and development opportunities, including reimbursement for professional membership or subscription
Recognition and service awards
Hybrid and flexible working arrangements, dependent on role
Reimbursement for work from home equipment

Company

Macquarie Group

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Macquarie Group is a provider of banking, financial, advisory, investment, and funds management services.

Funding

Current Stage
Public Company
Total Funding
$2.14B
Key Investors
Australian Renewable Energy Agency
2023-09-12Post Ipo Debt· $500M
2021-11-08Grant· $1.11M
2018-06-15Post Ipo Equity· $664.15M

Leadership Team

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Shemara Wikramanayake
Managing Director and Chief Executive Officer
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Frank Kwok
Deputy Chief Financial Officer and Group Treasurer at Macquarie Group
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Company data provided by crunchbase