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Vice President of Client Relations

2 months ago

Los Angeles, California, United States The Ladders Full time
Position Overview:

The Ladders is a premier global asset management firm dedicated to active, conviction-based investing.

We harness the collective expertise of our professionals across various disciplines and regions, fostering a collaborative culture aimed at uncovering optimal investment opportunities.

Our objective is to consistently surpass our clients' expectations on all fronts, every single day.

As part of our ongoing growth, we are in search of a highly accomplished Senior Vice President, Client Advisor to join our Retirement Team. This role will primarily concentrate on attracting new assets from institutional investors.


Key Responsibilities:

  • Build and strengthen relationships with institutional investors to secure new assets, representing the firm on behalf of our clients.
  • Formulate and implement strategic initiatives to identify and pursue new business opportunities, including managing the RFP process to ensure high-quality responses.
  • Foster and maintain robust relationships with institutional clients, comprehending their investment requirements and delivering customized solutions.
  • Remain updated on market dynamics, industry trends, and competitor movements to pinpoint potential opportunities and challenges.
  • Collaborate with internal teams to provide comprehensive investment strategies and services to clients.
  • Prepare and present compelling proposals and presentations to prospective clients.

Qualifications:

  • Senior Vice President: 8 to 10+ years of experience.
  • Proven experience in an institutional sales capacity within the financial services sector.
  • Familiarity with various investment strategies, particularly in credit, structured credit, listed equities, or private markets.
  • Understanding of corporate and public retirement investment products and related regulations.
  • Possession of CFA, CAIA, and/or MBA credentials.
  • Demonstrated success in asset acquisition and achieving sales objectives.
  • Exceptional communication, negotiation, and presentation abilities.
  • Strong analytical skills with the capacity to grasp complex investment products and strategies.
  • Proficient in Microsoft Office Suite, including Word, Excel, and PowerPoint.

About The Ladders:

The Ladders is committed to fostering a workplace culture that empowers employees and promotes collaboration.

We are proud to be recognized as a top employer in the asset management industry, highlighting our dedication to employee satisfaction and engagement.


Our Benefits:

We offer a comprehensive suite of family-friendly benefits, including extensive healthcare options, childcare support for working parents, and flexible work arrangements to accommodate personal commitments.

Additionally, we provide a competitive retirement plan and tuition reimbursement, along with numerous professional development opportunities aimed at engaging and nurturing our talent.


Our Values:

We prioritize our clients, investment excellence, collaboration, empowerment, and independence while honoring our heritage and roots.

We are an Equal Opportunity Employer committed to creating a diverse workforce and maintaining an inclusive environment free from harassment and discrimination.

At The Ladders, we strive to attract, retain, and develop the best global talent, leveraging the unique backgrounds and perspectives of our employees.