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.

Responsibilities: 

  • 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

Qualifications: 

  • 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 careers@geodecapital.com. 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.