Our Client is powering the world’s alternative investment marketplace. Their financial technology platform has transformed how advisors, wealth management firms, asset managers, and banks evaluate and recommend bespoke public and private market strategies for their high-net-worth clients. Our Client services approximately $187 billion in global client assets invested in 1,504 funds, as of April 2024.
Our client is helping to make alternative investments more accessible to wealth advisors and their high-net-worth investors through constantly evolving and specialized tools and technology.
About the Role
Our Client is hiring a Vice President or Senior Vice President to join their International Client Solutions team to focus on the expansion of international clients, particularly in Latin America. This individual will prospect new clients within the Asset Management and Wealth Management industries, maintain ongoing relationships with current clients, and provide support to the internal Enterprise and International teams located in the US and abroad.
Responsibilities
Strategic International Client Solutions:
Be the key relationship manager for a few key strategic asset and Wealth Management clients doing business internationally, with a strong focus on Latin America and US offshore.
Develop new and existing relationships with asset and wealth managers in the LATAM and US Offshore markets and support other relationship managers who manage similar clients located in the United States with ambitions to grow their business internationally.
Lead platform and system demonstrations for new prospects, lead responses to RFPs and work collaboratively with internal and external cross-functional teams on fund launches, closes, ongoing operational support and strategic initiatives.
Client Solutions and International team strategy:
Collaborate with the Head of International Client Solutions, Head of Our Client International, other relationship managers, and senior executives across the company to drive tactical and strategic initiatives with regards to sales strategy, business development, CRM technology, and Marketing.
Manage and lead internal projects and develop framework and process for ongoing team management.
Develop presentations and analysis for internal meetings and projects.
Qualifications
10+ years of experience in a business development/relationship management capacity
Fluency in Spanish is required.
Must be located in Greater Miami area.
Extensive International wealth management/alternatives experience is required
Excellent verbal and written communication skills
Strategic mindset and able to work independently
Demonstrated client service skills with stakeholders and clients
Fluency in Portuguese is a plus
Benefits
Our Client offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer-matched retirement plan, generously subsidized healthcare with 100% employer-paid dental, vision, telemedicine, virtual mental health counseling, parental leave, and unlimited paid time off (PTO).
Employees in this role will work fully remote. There is a partner firm in Miami with offices for use when desired.