Senior Client Advisor

2 weeks ago


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

The Ladders is in search of a highly accomplished Senior Vice President, Client Advisor to join our esteemed Retirement Team. This pivotal role will focus on the acquisition of new assets from institutional investors, leveraging your extensive industry expertise and network to foster business growth and enhance client relationships.

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.
  • Develop and maintain robust relationships with institutional clients, understanding their investment requirements and delivering customized solutions.
  • Stay abreast of market trends, industry advancements, and competitor activities to pinpoint potential opportunities and challenges.
  • Collaborate with internal teams to provide comprehensive investment strategies and services to clients.
  • Prepare and present persuasive presentations and proposals to prospective clients.

Qualifications:
  • 8 to 10+ years of experience in an institutional sales role within the financial services sector.
  • Experience across various investment strategies, particularly in credit, structured credit, listed equities, or private markets.
  • Familiarity with corporate and public retirement investment products and relevant regulations.
  • Possession of CFA, CAIA, and/or MBA designations.
  • Demonstrated success in asset acquisition and achieving sales targets.
  • Exceptional communication, negotiation, and presentation skills.
  • Strong analytical capabilities and a deep understanding of complex investment products and strategies.
  • Proficient in Microsoft Word, Excel, and PowerPoint.

About The Ladders:

The Ladders is committed to fostering a collaborative work environment that empowers employees. We are proud to be recognized as a leading employer in the industry, reflecting our dedication to employee satisfaction and engagement.


Our Benefits:

We offer a comprehensive range of family-friendly benefits, including extensive healthcare options, flexible work arrangements, and a competitive retirement plan. Additionally, we provide tuition reimbursement and numerous professional development opportunities aimed at retaining and nurturing our talent.


Our Values:

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



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