Director, Sub Advisory Business Development

Geode is seeking a Director, Sub Advisory Business Development to add to our Business Development team. This candidate is expected to develop and execute a strategic plan that identifies prospects across mutual fund, VA, multi-manager and other developing channels.  This individual articulates Geode’s lineup of product solutions and is responsible for maintaining and expanding existing client relationships.  An ideal candidate will have a track record of successful sales in the sub-advisory market with particular emphasis in the alternative and quantitative investment approaches.


  • Manage relationships to build ongoing revenue opportunities
  • Awareness of legal and compliance issues related to registered investment products
  • Deliver effective presentations for new business and reviews and have the ability to manage meetings and deliver responsive follow up
  • Effectively represent the full range of investment solutions offered by Geode
  • Stay aware of market trends, new products to market, competitors' performance, searches in the marketplace, and any movement with current client portfolios
  • Participate in industry conferences


  • Demonstrated sales success to sub-advisory clients
  • Bachelor’s degree.  Advanced degree or professional designation (CFA, CAIA, etc.) a plus. 
  • 5-10+ years’ experience in investment sales
  • Excellent sales, networking, negotiation, communication and presentation skills
  • Self-motivated, results focused
  • Strong time management and organizational skills with the ability to handle multiple projects simultaneously
  • Effective problem identification, analytical and resolution skills
  • Strong ability to interact with all levels of staff. Must be able to maintain relationships that will relate to the overall success of the established firm goals
  • Demonstrated knowledge of investment management
  • Awareness of legal and compliance issues related to registered investment products.
  • Travel required

To apply for this position please click on the “Apply Now” button below or send an email containing cover letter and resume to Please include Director, Sub Advisory Business Development in the subject line.

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Due to the high volume of resumes and inquiries received, we are unable to accept telephone calls regarding available opportunities and will only contact those candidates being invited to interview.