Institutional Business Development – Consultant Relations Manager

Job not on LinkedIn

3 days ago

🏄 California – Remote

Although this job is listed in California, this company may be open to hiring remote in other states.

💵 $185k - $225k / year

⏰ Full Time

🟠 Senior

🔴 Lead

💰 Account Manager

🦅 H1B Visa Sponsor

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Kayne Anderson Rudnick

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Finance • Investment Management

Kayne Anderson Rudnick is a registered investment adviser with the U. S. Securities and Exchange Commission, known for its investment management and wealth management services. The company offers a range of investment strategies focusing on high-quality, high-conviction portfolios such as small-cap core, small-cap sustainable growth, and mid-cap core strategies. With over 30 years of experience, Kayne Anderson Rudnick emphasizes a long-term investment philosophy, fundamental research, and risk management. The firm has been recognized for its performance, ranking among the top independent advisors and RIA firms in the United States. The company provides financial planning, investment advisory, executive services, and consulting to help clients achieve their financial goals.

51 - 200 employees

Founded 1984

💸 Finance

📋 Description

• Collaborate with the Managing Director to coordinate and execute a strategic plan to enhance a pipeline of new institutional clients • Perform direct institutional sales activities with prospective clients that prefer direct contact • Strengthen relationships with designated institutional consultants • Engage in industry conferences and events to promote the firm • Maintain communication with assigned institutional research and field consultants • Participate in strategic planning to expand the KAR institutional footprint

🎯 Requirements

• BA/BS Degree in business or finance • 7-15 years’ experience with 5 + years of external institutional sales experience in the asset management industry • Track record of business development success with institutional clients and consultants • In-depth knowledge of various asset classes with a focus on public equities • Exceptional interpersonal and communication skills with the ability to present complex information to different audiences • Excellent organizational and time management skills • FINRA Series 7 and 63 or 66 licenses highly preferred • MBA and/or CFA designation preferred

🏖️ Benefits

• Competitive Pay • Medical, Dental, and Vision Insurance (starting day 1) • Life and Disability Insurance • Health Savings Account with a Company Match • Flexible Spending Accounts including Dependent Care • Wellness Program • Tuition Reimbursement • 24-Hour Employee Assistance Program • Adoption Assistance • Paid Family Care Time • Paid Volunteer days