Our company powers the global alternative investment marketplace, leveraging a cutting-edge financial technology platform. We have transformed how advisors, wealth management firms, asset managers, and banks evaluate and recommend tailored public and private market strategies for high-net-worth clients. Currently, we service a substantial $187 billion in global client assets across 1,504 funds, as of April 2024.
Our achievements include being named to the Forbes Fintech 50 for seven consecutive years (2018-2024), recognized as a three-time selection by Forbes as one of the Best Startup Employers (2021-2023), and honored with the MMI/Barron's Solutions Provider award multiple times.
About The Role
We are seeking a Vice President or Senior Vice President to join our International Client Solutions team, focusing on expanding our international client base, particularly in Latin America. In this role, you will prospect new clients within the Asset Management and Wealth Management industries, nurture existing relationships, and provide crucial support to our Enterprise and International teams based both in the US and abroad.
Responsibilities
Strategic International Client Solutions:
Serve as the primary relationship manager for strategic asset and wealth management clients operating internationally, with a specific focus on Latin America and US offshore markets.
Cultivate new and maintain existing relationships with asset and wealth managers in the LATAM and US Offshore markets. Support other relationship managers targeting similar clients within the United States aiming for international growth.
Lead platform and system demonstrations for prospective clients, manage RFP responses, and collaborate closely with cross-functional teams internally and externally on fund launches, operational support, and strategic initiatives.
Client Solutions And International Team Strategy
Collaborate with the Head of International Client Solutions, Head of our International, and senior executives to drive both tactical and strategic initiatives related to sales strategy, business development, CRM technology, and marketing.
Manage and oversee internal projects, develop frameworks, and establish processes for ongoing team management.
Prepare presentations and analytical reports for internal meetings and projects.
Qualifications
10+ years of experience in business development or relationship management roles.
Fluent in Spanish; proficiency in Portuguese is a plus.
Located in the Greater Miami area.
Extensive experience in international wealth management and alternative investments.
Strong verbal and written communication skills.
Strategic thinker capable of working independently.
Proven client service skills with stakeholders and clients.
Benefits
We offer a competitive compensation package including salary, equity for all full-time employees, and an annual performance bonus. Additionally, employees enjoy comprehensive benefits such as employer-matched retirement plans, subsidized healthcare including dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO).
This role offers remote work flexibility. Some positions may require in-office presence based on departmental needs.
For more information about our company, please visit [company website]. Follow us on Twitter [@handle] and connect with us on LinkedIn [LinkedIn page]. For awards and recognition details, please refer to our [Awards Disclaimer].
Our company is proud to be an Equal Employment Opportunity and Affirmative Action employer.
Employment Type: Full-Time
Seniority level
Mid-Senior level
Employment type
Full-time
Job function
Business Development and Sales
Industries
Human Resources Services
Referrals increase your chances of interviewing at Get It Recruit - Finance by 2x