Senior Business Development Executive

This is a fantastic and rare opportunity for anyone looking for a mid- or Senior-level business development role within the Asset Management industry, with excellent potential for progression. You will be joining our Dallas office, working closely with the London and New York-based team. You will be responsible for identifying new opportunities, developing relationships with fund managers, and promoting the firm.

Firm Profile:

A global leader in capital introductions. They work as a matchmaker between investors and funds, in order to help both sides in the discovery phase of fund selection. They are expanding both their UK and US teams.

The firm works with the full spectrum of Asset Managers globally, including Hedge Funds, Long Only, Private Equity, Private Credit, Real Assets and other Collective Investment Funds in order to identify investors worldwide that would be susceptible to investing in their funds. Many of our fund clients are prestigious, established names in the industry. The firm speaks with institutional investors all over the globe about their mandates, searching for matches between investor requirements and the universe of available funds.

They are looking for somebody who can successfully communicate the values and of their unique business model, as well as being able to convince key players in the industry that the firm is the right partner in helping them build their business.

Culture:

We are always striving to improve our business and enjoy working in a collaborative environment with a strong sense of team spirit. We don’t seek specific educational backgrounds, but instead take a holistic approach and work with individuals who are passionate, committed and driven.

We look not only for candidates who are eager to build on their business development experience gained thus far, but also those who are new to the industry and ready to pave the foundations of a successful career.

Responsibilities:

The role of the sales employee is to help grow our fund client base in a sustainable and efficient way, working closely with the other members of a small sales team.

The employee will:

• Develop opportunities through firm leads & your own research to establish whether or not fund managers may be suitable for the firm service.
• Introduce new fund managers to the firm - various methods of outreach include cold-calling, marketing and email campaigns, attending conferences, acting upon referrals from industry contacts and current clients, managing incoming requests.
• Be an ambassador for the firm and have a thorough knowledge of our service.
• Gather correct contact information and firm details; using access to external data and information sources and an internal CRM.
• Record all interactions with potential clients within a CRM system - maintain an up-to-date record of all sales pipelines and prospects so that accurate forecasts can be made.
• Draft proposals and other supporting material required post-meeting. This may involve producing supporting documents and stats.
• Produce weekly progress reports for Senior Management.
• Participate in regular review sessions with Senior Management to assess performance.
• Follow up with companies where the firm has had past relationships, re-initiating contact.
• Arrange and attend sales meetings - pitching the firms service offering.
• Travel nationally to attend conferences and build out roadshows.
• Understand our competitors, and value proposition. Be able to answer questions surrounding the business model, and run sales meetings with senior executives.
• Organize and execute any follow-up processes that are required post-meeting.
• Help to prepare formal agreements.

Candidate Requirements:

• 5 years b2b sales experience
• Strong written and organizational skills, with excellent attention to detail.
• Passion for investing and intellectual curiosity geared toward the fund management industry.
• Demonstrate ability to master difficult concepts quickly and operate in a fast-paced industry.
• Exceptional relationship and network-building skills.
• Self-starting attitude and aptitude for cold outreach to originate new pipeline opportunities.
• Ability to work in the Dallas office independently.
• Demonstrable experience in a business development or sales role.
• Experience within the domain of asset and investment management. (Preferred)
• Bachelor’s degree with strong academic credentials and other relevant training certificates. (Preferred)