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Product Management (Institutional Sales, Client Service)

Earnestpartners · 30+ days ago
Negotiable
Full-time
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Headquartered in Atlanta, EARNEST Partners is an award-winning independent employee-owned asset management firm. EARNEST Partners manages over $30 billion in equities and fixed income assets for clients worldwide, including corporate pension plans, state and municipal retirement systems, foundations, and endowments. We also manage portfolios for high-net-worth individuals through the platforms of some of the largest broker dealers in the world. 

We believe the quality and experience of our team is an important competitive advantage. 

Core Responsibilities

  • Work directly with other members of the Product Management Team, the Investment Team and the CEO to both develop and execute on new business opportunities and while also managing, fostering and growing existing relationships
  • Serve as a liaison between the firm, existing and potential clients inclusive of plan sponsors, investment management consultants, broker-dealers and RIAs
  • Lead client engagements inclusive of new business presentations, and quarterly and/or annual performance updates for existing clients
  • Effectively communicate the firm’s history, investment philosophy, investment process, rationale behind portfolio positioning and individual securities holdings; be conversant on topical market and economic matters and discuss the firm’s views on such

Qualifications

  • 2-5 years of precedent experience serving in relationship management and/or business development capacity
  • Demonstrated record of strong academic and professional achievement
  • Keen interest in the financial markets
  • Demonstrated ability to communicate clearly, concisely and persuasively
  • Superb presentation skills with an ability to adapt to different audience types
  • Ability to manage multiple tasks in a fast-paced, demanding and team-focused environment

Candidate Qualities

  • Comfort interacting with different personality types in a variety of situations including formal board meetings, one-on-one meetings and social engagements
  • Requisite financial acumen to intelligently discuss the firm’s investment holdings
  • Observant, insightful, articulate, creative and highly motivated team player 
Please visit www.EARNESTPartners.com to learn more about our company

Please visit www.EARNESTPartners.com to learn more about our company.

Last updated on Dec 10, 2021

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Atlanta, Georgia

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30+ days ago

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