Apply on Employer Site

Chase · 2 days ago

Asset Management - Private Credit Investment Specialist - Executive Director

390 Madison Ave, New York, NY, 10017, US

Full-time

Onsite

Mid, Senior Level

$200K/yr - $350K/yr

7+ years exp

Chase is a leading financial institution, and they are seeking an Executive Director on the Private Credit Solutions Group Investment Specialist Team. This role focuses on raising assets and gaining market share through the Private Wealth channel, requiring strong technical knowledge in private credit and collaboration with various internal teams.

BankingFinancial Services

Responsibilities

Collaborate with internal sales channels to proactively position our private credit solutions through our RIA, wire house, and independent broker-dealer partners

Educate RIA clients and financial intermediaries on private credit strategies, product features, risk considerations, and portfolio integration to support informed investment decisions

Develop and implement a comprehensive sales strategy that aligns with the platform’s objectives, driving both growth and competitive positioning

Maintain a comprehensive understanding of the private credit industry, markets, and trends to effectively translate insights into client responses and materials

Keep abreast of the competitor landscape, providing insights and messaging to best position our strategies

Serve as a core member of the overage team for existing investor accounts

Contribute to and take ownership of high-profile projects and business initiatives as needed

Qualification

Private credit expertiseInvestment product distributionFinancial intermediary relationsMarket analysisSales strategy developmentProactive mindsetClient managementCommunicationInterpersonal skillsOrganizational skills

Required

7+ years of industry experience including experience in positioning or distributing investment products/alternatives in the wealth channel with a strong background in private credit

Background and definable success in working with financial intermediaries in the private wealth channel

Excellent interpersonal skills with the ability to build strong relationships with external clients and internal colleagues

Ability to grasp complex concepts and explain them to others in a clear and concise manner

Ability to incorporate current economic forecast information provided by other professionals within the organization as well as ability to seek out and integrate relevant external economic and other related investment and product information into communications with clients, prospects, and consultants

Self-starter, proactive mindset, ability to anticipate questions and client needs

Excellent communication skills for effective collaboration with stakeholders and delivering client support

Demonstrated interest in markets and private credit investments

Proven organizational skills and success in territory and client management

Excellent written and verbal communication skills

Strong understanding and interest in private credit markets