Client Advisor, Senior Vice President

4 weeks ago

Los Angeles, United States The Ladders Full time
Client Advisor, Senior Vice President

PineBridge Investments is a private, global asset manager focused on active, high conviction investing. We draw on the collective power of our experts in each discipline, market, and region of the world through an open culture of collaboration designed to identify the best ideas. Our mission is to exceed clients' expectations on every level, every day. As of 30 September 2023, the firm managed US$155.2 billion across global asset classes for sophisticated investors around the world.

This role will be remote in the West Coast Region, USA.

PineBridge Investments is seeking a highly skilled and experienced SVP, Client Advisor to join our Retirement Team. The SVP, Client Advisor will primarily focus on acquiring new assets from institutional investors. As a key member of our team, you will leverage your extensive industry experience and network to drive business growth and strengthen client relationships.

Primary Responsibilities:
• Establish and enhance relationships with institutional investors to acquire new assets, delivering firm on behalf of our clients.
• Develop and execute strategic plans to identify and lead the pursuit of new business opportunities, including the RFP process to proactively direct the continued quality and development of firm responses.
• Cultivate and maintain strong relationships with institutional clients, understanding their investment needs and providing tailored solutions.
• Stay informed about market trends, industry developments, and competitor activities to identify potential opportunities and threats.
• Collaborate across internal teams to deliver comprehensive investment strategies and services to clients.
• Prepare and deliver compelling presentations and proposals to prospective clients.

Qualifications:
• Senior Vice President: 8 to 10+ years
• Experience in an institutional sales role within the financial services industry.
• Experience across investment strategies with an emphasis on credit, structured credit, listed equities, or private markets.
• Knowledge of corporate and public retirement investment products and governing regulations.
• Possession of CFA, CAIA, and/or MBA designation.
• Proven track record of success in acquiring new assets and meeting sales targets.
• Excellent communication, negotiation, and presentation skills.
• Strong analytical skills and ability to understand complex investment products and strategies.
• Proficient in Microsoft Word, Excel, and PowerPoint

About PineBridge
PineBridge is proud of our award-winning culture, which reflects our commitment to empowering employees and fostering a collaborative work environment. For three consecutive years, PineBridge has been named a "Best Place to Work in Money Management" by Pensions & Investments, a leading industry designation which recognizes the best employers in the asset management industry by evaluating employer benefits, policies, and responses to an employee survey.
Our benefits: We offer a wide range of family friendly benefits including comprehensive healthcare, back-up childcare program to support working parents and flexible work arrangements so you can be there for the people you care about. We also provide a competitive retirement plan and tuition reimbursement. Furthermore, we have a robust list of professional development opportunities with the goal of engaging, retaining, and developing our talent.
Our values: We value our clients, investment excellence, collaboration with our distributed team members, empowerment, and independence as we honor our heritage and our roots.
*Salary Range: $160k-$190k annually + bonus + benefits
*The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors.

PineBridge is proud to be an Equal Opportunity Employer committed to diversifying its workforce, providing equal employment opportunity for all qualified persons and maintaining an environment free from all forms of harassment and discrimination for its employees. PineBridge is dedicated to recruiting, hiring, training and promoting into all job levels the most qualified applicants without regard to actual or perceived age, race, creed, color, religion, national origin, ancestry, height, weight, sex, gender (including gender identity), disability, pregnancy, marital status, domestic partner status, sexual orientation, AIDS/HIV status, military status, alienage or citizenship status, genetic information, domestic violence victim status or any other basis protected by applicable federal, state or local laws. At PineBridge, we strive to create an inclusive environment that attracts, retains, and develops the best global talent, leveraging the unique backgrounds, talents, and perspectives that all our people bring to work.
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