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Proactively seek new client relationships in a systematic manner by developing direct relationships with prospects including Registered Investment Advisors, High Net Worth Individuals, Family Offices and Endowments & Foundations.
Introduce the firm to prospects, communicate the investment philosophy of the firm and explain the proprietary investment process in detail.
Manage the account opening process including contractual negotiations and special requests.
Draft and update client presentations, pitch books, summary presentations, in addition to the the firm's DDQ, website and other marketing collateral
Maintain and cultivate the firm's relationships developed over twenty years.
Conduct quarterly and/or annual review meetings with current clients to explain recent performance, portfolio positioning and any changes in the firm's structure.
Manage client calls and requests for information.
Proven track record of success in sales at an alternative investment management firm (preferably a fund of hedge funds)
Extensive experience with raising capital from RIAs primarily in addition to High Net Worth Individuals, Family Offices and Endowments & Foundations
Energetic and self-motivated, with demonstrated ability to thrive in entrepreneurial atmosphere