VP Marketing/Client Service

Darien CT



  • Interfacing with investors, clients, placement agents, and other external service providers
  • Making outbound calls and fielding inbound calls from existing and prospective investors
  • Presenting the clients offerings to prospective investors
  • Planning and preparing for roadshows; traveling to investor meetings in a sales territory
  • Identifying, researching, and qualifying prospects
  • Verifying and maintaining current information in the company’s CRM system
  • Creating and updating marketing materials for fund and service offerings
  • Writing and editing lengthy, detailed RFP/RFI responses alongside junior members of the team




  • Within a reasonable time-frame, the candidate must be able to explain/describe the clients investment strategies to a wide range of institutional audiences, from CEO/CIO level personnel to entry-level staff at public and corporate pension funds, consultants, foundations, endowments, wealth management firms and family offices
  • Must work well independently and in group settings with minimal supervision
  • Able to communicate clearly and effectively with junior and senior professionals across the Firm, including accounting, administrative, investment, legal, and other team members




Note: Qualified candidates will be contacted within 2 business days of the 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 9/24/2019
Salary $120,000 - $150,000 + bonus

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