Client Portfolio Strategist

19 hours ago


King of Prussia, Pennsylvania, United States JM Search Full time
Job Title: Client Portfolio Strategist

We are seeking a skilled Client Portfolio Strategist to join our team at JM Search. This role is responsible for driving business growth and cultivating relationships with Private Equity firms. The ideal candidate will have a proven track record in account development, business development, and complex relationship management.

The successful candidate will leverage their network and expertise to build and expand contacts within the Private Equity sector and related industries. They will also foster connections with industry leaders and executives, understanding their needs, challenges, and market trends to position JM Search's services effectively.

About Our Company

JM Search has over 40 years of experience identifying, attracting, and retaining high-performing company builders. We understand how to scale without sacrificing culture and prioritize continuous development opportunities for our team members. Our goal is to provide excellent service to our clients through a disciplined approach to hiring professionals aligned with our core values.

Salary and Benefits

Our comprehensive compensation package includes a healthy salary range of $120,000 - $180,000 per year, plus excellent health, vision, and dental benefits, and flexible working options. We are an equal opportunity employer and value diversity at our company.

Key Responsibilities
  1. Foster connections with industry leaders and executives to understand their needs, challenges, and market trends.
  2. Develop strategic sales plans aligned with the company's objectives and execute thorough research to identify potential clients.
  3. Pursue new client accounts through proactive outreach, relationship-building, industry networking, and other business development techniques.
  4. Nurture and maintain relationships with existing clients to encourage repeat business, referrals, and long-term partnerships.


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