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    Manager - Business Development & Marketing - San Francisco, United States - FundFire

    FundFire
    FundFire San Francisco, United States

    Found in: Lensa US 4 C2 - 5 days ago

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    Description
    Manager - Business Development & Marketing

    Manager of Business Development & Marketing .

    The Company:
    SKBA Capital Management is an independent San Francisco based boutique investment management firm.

    Since 1989, the firm has managed equity and fixed income portfolios for a diversified client base including institutions, pension plans, corporations, and private clients.

    For over 30 years, our investment disciplines have been developed, refined and maintained and we bring unwavering dedication to a consistent investment process.

    Our value-oriented firm relies on a team decision-making processes in all of our business activities, from portfolio management to client service, operations and compliance; and our boutique culture remains a hallmark of our firm.

    As a 100% employee and founder owned firm our interests are aligned with those of our clients, and we strive to be defined by our time-tested investment approach, dedication to client service and high ethical standards.


    Position Overview:
    SKBA is seeking a self-directed and organized individual to lead the company's business development and marketing efforts.

    The person filling the role will have the opportunity to contribute meaningfully to an established and respected firm and serve an essential role on the firm's marketing team.

    This position requires a marketing professional with capital markets experience who demonstrates sound business judgment, initiative and impeccable communication skills.

    SKBA seeks a person who is committed to maintaining a high-level of client satisfaction and who can thrive in a collaborative and team-based work environment.

    The candidate will need to demonstrate coach and player characteristics.

    Responsibilities Overview:
    Identify new business opportunities and actively engage various channels for business growth in separate accounts, mutual funds, and platforms
    Manage and refine campaign messaging to effectively communicate firm's philosophy and products through our website, outgoing correspondence, presentation materials, and press releases
    Oversee product and brand messaging so that the firm's investment approach and product positioning is accurately communicated in client materials, questionnaires, RFPs, and in databases
    Operate as the first point of contact for new business inquiries
    Participate in relevant industry conferences and successfully communicate our investment approach and products through one-on-one relationship development and speaking engagements
    Plan regular marketing meetings and lead in the completion of next step and action items related to expanding marketing messaging, relationship development, and new business opportunities
    Track sales and pipeline reports and manage the company's CRM database
    Manage relationships with relevant technology and marketing vendors
    Oversee the completion of due diligence requests and RFPs/RFIs ensuring that company messaging is effectively presented and communicated
    Maintain critical documents and support in various aspects of compliance documentation per industry policies and requirements
    Assume special project work and additional responsibilities as requested or assigned

    Qualifications:

    • 10 years of experience as a marketing professional in the investment management or capital markets industry
    Bachelor's degree is required
    Series 6 or 7 and Series 63 and/or 65 required
    Familiarity and comfort operating within multiple business channels: separate accounts, mutual funds, and SMA/UMA managed accounts
    Demonstrable experience generating new business
    Experience managing media content and developing effective campaign messaging in materials such as pitchbooks, product brochures, fact sheets, and websites
    Proven experience with planning and executing marketing plans that resulted in growing mutual fund assets and expanding client base
    Established relationships within the consultant community
    Driven to generate leads and demonstrate the persistence and enthusiasm to pursue new business opportunities
    Working understanding of databases and effective means by which to present firm data and messaging
    Experience with industry conferences and public speaking
    Adept at Project Management with the ability to manage tasks and see projects to completion within a set timeframe

    Skills:
    Excellent organizational and project planning/implementation skills with proven track record of meeting deadlines and goals
    Deep understanding of the investment industry and maintains current and relevant knowledge of product positioning versus competitors
    Demonstrates sound business judgement and professionalism and is results-driven
    Strong written communication skills with the ability to develop product and firm messaging
    Effective and professional verbal communication skills with a high comfort level for networking and sales
    Demonstrates great follow-through and is detail oriented
    Strong skills in Microsoft Office (PowerPoint, Outlook, Excel and Word) and experience with CRM systems
    Desire to work in a boutique firm with a collaborative work environment

    Position Specifics:
    This is a San Francisco financial district based position that offers a hybrid work schedule
    Travel is a component to this role in order to directly develop relationships and attend industry conferences
    How To Apply

    Please send your CV and Cover Letter to:

    #J-18808-Ljbffr
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