Associate Director- Client Service

New York City



  • Create, edit and manage various aspects of marketing materials, including RFPs, DDQs, presentations, and factsheets, at the product and client level
  • Work alongside company’s internal global sales/consulting team as well as with the compliance, legal, middle-office and investment teams; ultimate objective is to prepare excellent marketing material for prospects and clients
  • Research and resolve inquiries from internal stakeholders, on a daily basis
  • Review marketing material content with select sign-off responsibilities and quality control
  • Ensure priorities are addressed and assignments delivered on time; maintain and improve team awareness of these priorities
  • Take on overall responsibility for projects including: planning, organizing timeline and delivering excellent results
  • Write, test and enforce work-flow procedures
  • Participate in the production and checking of internal and external client portfolio analysis requirements
  • Work on the development of creative, compelling and globally consistent marketing material
  • Adhere to compliance approval processes




  • 5-8 years applicable experience within financial services and/or asset management firm paired with experience reacting to formal and informal requests from sales, portfolio managers, and institutional clients
  • Proven experience in writing, editing and delivering high-quality RFPs, DDQs and marketing presentations
  • Proven experience in preparing accurate material (e.g., presentations, DDQs, factsheets) under tight deadlines
  • Team-oriented mind-set to support your colleagues, as well as experience working independently, with minimal supervision
  • Experience developing and implementing project plans
  • Demonstrated initiative and you embrace taking ownership for assignments, tasks and projects
  • Advanced Microsoft Office skills (PowerPoint, Word and Excel)
  • Ability to pass the Series 24 exam
  • Prior experience of working with quantitative strategies is preferred
  • Performance measurement experience is helpful but not required
  • Supervisory experience preferred but not required






Note: Qualified candidates will be contacted within 2 business days of application. If an applicant does not meet the above criteria, we will keep your resume on file for future opportunities and may contact you for further discussion.

Date Posted 9/3/2020
Salary $115,000 - $125,000 + bonus

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