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Job details
Join Us – Marketing & Biz Dev Manager at a Leading Investment Firm!
This Jobot Job is hosted by Adrian N. Martinez
Are you a fit? Easy Apply now by clicking the “Easy Apply” button and sending us your resume.
Salary $100,000 – $120,000 per year
A Bit About Us
We are an independent San Francisco-based boutique investment management firm with over three decades of experience managing equity and fixed income portfolios for a diverse client base. Our unwavering dedication to a consistent investment process and commitment to high ethical standards define us. As a 100% employee and founder-owned firm, our interests align with those of our clients, making us a trusted and respected name in the industry.
Why join us?
Opportunity to contribute meaningfully to an established and respected firm.
Work in a collaborative, team-based environment that values client satisfaction.
Represent a company with a proven track record of consistent investment processes and ethical standards.
Be part of a boutique culture that encourages employee ownership, aligning interests with clients.
Engage with industry conferences and participate in relationship development, speaking engagements, and growth opportunities.
Job Details
Identify and pursue new business opportunities across separate accounts, mutual funds, and platforms.
Refine and manage campaign messaging to effectively communicate our philosophy and products.
Oversee product and brand messaging to ensure accurate client materials, questionnaires, and RFPs.
Serve as the primary point of contact for new business inquiries.
Maintain and manage sales reports, CRM database, vendor relationships, and due diligence requests, ensuring effective company messaging and compliance documentation.
Interested in hearing more? Easy Apply now by clicking the “Easy Apply” button.
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