Business Development & Client Relations Associate
Business Development & Client Relations Associate
Posted today
SENIORITY
Senior
About the role
- Help build and carry out growth plans aimed at custody banks, sovereign wealth funds, pension funds, asset managers and other institutional investors across the U.S. and Canada
- Research the market and competitors to find new business opportunities
- Explain the firm’s services and value to prospective clients
- Arrange introductions and secure meetings with C-suite executives and senior decision-makers
- Track pipeline activity, follow-ups and key metrics
- Act as a first point of contact for client inquiries, working with the legal and operations teams
- Support onboarding of new clients and strengthen existing relationships
- Help create presentations, newsletters, articles and thought leadership content
- Help plan the firm’s annual international conference in Europe, plus client roundtables, roadshows and events in the U.S. and abroad
- What you bring 4+ years in business development, client relations, institutional sales, investor relations, marketing or events, ideally in financial services or legal
- A bachelor’s degree in business, finance, marketing or a related field
- A solid understanding of financial markets and the institutional investor landscape
- Excellent written and verbal communication and presentation skills
- Strong organization and attention to detail
- A self-starter with a client-service mindset
- Willingness to travel within the U.S. and internationally
- 100% employer-paid health insurance for the employee and their children
- Dental and vision coverage for the employee and their children 401(k) after a 6-month probationary period
- Corporate retreats, employee appreciation events and annual gifts, PTOPlease submit your resume for consideration!
Before you apply
Applying takes about a minute. These four things decide how fast it moves after that.
Your profile is current
It's what we read first. Occupations, seniority and locations matter more than a long history.
Two examples you can talk through
Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.
A number in mind
What you're on now and what would make you move. We negotiate better when we know both.
Your notice period
Employers plan around it, and it's the question that stalls offers most often.
Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.
