Director, Strategic Relationships
$140,000–$275,000 year
Hybrid · Boston, Massachusetts, United States
Job Summary
Director, Strategic Relationships: manage institutional subadvisory client relationships, collaborate with business development, product management, and portfolio teams to retain/grow assets and revenue, deliver client service and updates on investment philosophy and performance, develop comprehensive client context, support promotional materials and digital content for sales, understand Loomis strategies, identify client challenges to introduce new solutions, and travel ~50% while operating in a hybrid Boston-based role.
Required Qualifications
- Bachelor’s degree required
- 7-10+ years of professional experience in relationship management within sub-advisory/strategic relationships
- FINRA licenses: Series 3, 63, and 7
- Demonstrated knowledge of capital markets and investments across asset classes
- Ability to represent the firm and investment strategies in formal settings and travel with product/portfolio teams
Desired Qualifications
- MBA and/or CFA/CAIA designations a plus
- 7-10+ years of professional experience in relationship management
- FINRA Series 3, 63, and 7 licenses
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