Core Responsibilities:

The Client Engagement Associate will play a key role in driving the firm's growth by collaborating with our marketing & relationship management teams to engage with our clients & prospects, helping them to understand & engage with the firm's proposition and capabilities. Using advanced data intelligence & analytics, this individual will build our market presence through engagement with prospects, clients & centers of influence, coordinating with our marketing & external business development teams to drive individuals to engage effectively with the firm. The ideal candidate brings strong analytical skills, initiative, and a genuine interest in building meaningful relationships to drive engagement with the firm across the market.

Pipeline Development

• Source, research, and qualify prospective clients through targeted outreach, referrals, industry networks, 3rd party data intelligence, etc.
• Partner with external business development leads to generate high-quality meeting opportunities.
• Engage with our digital & broader marketing efforts to identify & progress leads

Data Tracking & Prospect Intelligence

• Engage with Salesforce and our broader data & AI intelligence platforms to maintain complete and accurate tracking of all outreach, meetings, and prospect interactions and drive tailored, targeted prospect engagement.
• Monitor industry databases, consultant platforms, and market news to identify organizations and individuals evaluating OCIO solutions.
• Deliver actionable intelligence to our broader sales & relationship management teams on prospect interests, competitive activity, and relationship progress.

Relationship Cultivation

• Build and nurture relationships with centers of influence and prospects who drive decision-making on their financial investments.
• Maintain consistent, thoughtful follow-up to keep prospects engaged throughout the sales cycle, educating them on the value of an OCIO approach and the capabilities of the firm.
• Work with our teams to plan & run events, webinars, and targeted campaigns to expand firm visibility and attract qualified leads for our business development & relationship management teams.

Sales Team Enablement

• Prepare tailored pitch materials, call prep notes, and follow-up communications that help advance prospect relationships.
• Ensure the external business development team has timely information, talking points, and market insights to strengthen outreach across their clients, prospects & centers of influence.
• Collaborate with marketing to align campaigns with sales prospecting strategies.

Qualifications

• Bachelor's degree in finance, business, marketing, or a related field.
• 3+ years of experience in sales support or sales enablement within asset management.
• Strong knowledge of institutional investment management OR wealth management and the OCIO landscape a plus.
• Excellent interpersonal and communication skills, with the ability to foster trust and credibility.
• Proficiency in CRM systems, Excel, and data visualization/reporting tools.
• Highly organized, detail-oriented, and able to manage multiple priorities under deadlines.